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Log emails, save documents, and add contacts to Clio with Clio's Gmail Add-on.
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Overview
Log emails, save documents, add contacts, and create time entries in Clio with Clio's Gmail Add-on. Use Clio’s Gmail Add-on from your mobile device with the Gmail app, or on your computer from Gmail on the web.

Clio's Gmail Add-on makes it easier to record email correspondence on a matter to Clio’s communications. Securely connect your Gmail account to your Clio account and log emails with attachments to the right matter within seconds.

Clio’s Gmail Add-on also allows you to create time entries right from your inbox, and includes the ability to set default durations and activity categories for these time entries.

No more digging through your inbox to find attachments or emails; with Clio's Gmail Add-on, everything you need can be quickly saved into your legal practice management software.
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Clio for Gmail will ask for the permissions shown below. Learn more
Clio for Gmail will need access to your Google account
This will allow Clio for Gmail to :
View your email messages when the add-on is running
Run as a Gmail add-on
Connect to an external service
View your country, language, and timezone
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
Reviews
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A User of Clio for Gmail
October 8, 2018
I just switched over from the Chrome extension a couple days ago (using a MacBook Pro 2018, High Sierra 10.13.6). It has been a pretty rough start with this new add on. Saving emails to Clio matters is a necessary part of data redundancy processes to ensure there is always a copy in two places (gmail and clio). Here are the issues I noticed with the new add on: 1) It took three days after installation before the add on appeared in the slide-out pane. A day later, the button disappeared. I discovered the button is present, but invisible. It reappears sometimes. When it's not showing, I have to hover my cursor a little above the "+" in the slide out pane until a shadow highlights the button. 2) Matters are slow to load after the matter is typed into the matter field. 3) On occasion an open matter will fail to show up in the matter field, even though it loads fine in the Chrome extension (which I left installed pending expiration). For those commenting on the inability to save to closed matters -- you can change this function in the settings. 4) Attachments do not get pushed over to Clio unless I select "view" to open a new pane and manually save each attachment individually. 5) After selecting a matter, it takes a few beats before I can actually select the emails to log to the matter. 6) The add on does not recognize a new email in a string until the screen is force refreshed. 7) The add on does not recognize emails previously logged through the chrome extension. 8) Despite the correct matter being auto populated in the matter field on an email string I have logged emails from before, when I hit the "log" link I get an error message that the add on does not recognize the matter. I then have to re-type the matter into the matter field and log the email. 8) It does not appear this add on has timer or task functionality. I didn't really use these before, but imagine some may have. I have high hopes these bugs will get solved quickly.
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Lisa Zymbaluk
March 22, 2021
It would be nice to be able to select emails and link them rather than having to open them individually. Additionally, to link as the email is being created would be so much more than creating, sending, opening, linking. Really... helpful, but very cumbersome...
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A User of Clio for Gmail
June 19, 2019
I like the extension that is being retired on 7/15/19 so much better! It is much easier to file a whole thread, and make sure that the attachments are filed with them. The new add-on is slow when selecting matters (so that it often needs extra time to update to the selected matter) and the two steps needed to log emails AND attachments is a pain. Please bring back the ease of the old extension!
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Attorney Erin S. Mattson
July 19, 2020
The sync just isn't working correctly. Trying to connect with gmail and clients that I have confirmed are on clio are not available through the sync. I need this feature.
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A User of Clio for Gmail
March 19, 2020
This is working great. I would like to make a suggestion. It would be nice if you could create tasks from this program.
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A User of Clio for Gmail
October 15, 2018
There must have been some hot fix because the issue with saving e-mails appears to be resolved.
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A User of Clio for Gmail
October 9, 2018
I am finding it difficult to understand where the new add-in is located -when I go to file correspondence, it tells me I need to update the add-in....and when I go into the add-in, it tells me it's installed!
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Ray Massucco
November 16, 2018
This sucks. It works one day and not the next. Then it works in the old version, but not the new. Pretty useless feature at this point.
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Leslie Barrows
September 17, 2019
Does this even work? Said error to install and can't locate matter
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Brittany Landrum
November 4, 2020
This is an amazing time saver when it comes to needing communications logged and keeping track of your time. I use the Add-on religiously!
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