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Clio for Gmail
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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A User of Clio for Gmail
October 24, 2019
Update -- here is what worked for me, in case someone else uses GSuite for their business. I uninstalled the add-on in my GSuite account by clicking on my photo in the upper right corner, then on google account > security > apps with 3rd party access. I waited 24 hours, then this morning re-installed the add-on but as an individual installation instead of a domain-wide installation, and now it works again.
This was working fine, but as of Monday this week, it has completely stopped working. When it used to work, it was great. But now I just get an error that "something went wrong." I spent about two hours over two days talking to Clio and they don't know what's wrong. First they tried to tell me it was a problem with GSuite, so I spoke to Google for an hour. No, it's a problem with the add-on. I hope they get it fixed soon.
A user of Clio for Gmail
December 13, 2018
Sorry to see you're experiencing issues with the Gmail Add-On. Could you please click "Support" under "Additional Information" at the bottom of this page, and help us get in touch? Our team is looking forward to your call!
Reed Martz
October 5, 2018
I am having the same issues. The phantom/invisible button flummoxed me yesterday.
Leslie Barrows
September 17, 2019
Does this even work? Said error to install and can't locate matter
Michael Smith
September 17, 2019
The add-on has been working fine for me and I have not had any of the issues outlined by other users. One gripe though. The add-on does not appear in the Compose window as I guess the compose actions feature of the add-on has not been developed. This means that you have to send your email first, then find it in Sent mail and then you can file it in Clio. Adding the Compose Actions feature to it would make this a more useful add-on.
A User of Clio for Gmail
September 16, 2019
Good luck getting the interface to work. One day works next day does not. Disappears from the google bar. If you can get it to be consistent - good luck to you.
A User of Clio for Gmail
August 6, 2019
It's almost easier to use CloudHQ and save emails from GSuite and directly to Google Drive, DropBoxBusiness, etc. It arranges them by date, sender, etc. You don't get the reminder to bill for that email but it works, its fast and very reliable.
A user of Clio for Gmail
July 11, 2019
Hello my dear friend my name is Gavin Smith,i am from Atlanta,Georgia, nice to meet you.
Ashley MacKenzie
July 3, 2019
This wasn't available as an add-on in my g-mail. Is it a different program?
A user of Clio for Gmail
January 15, 2019
Hi there! Our Product Managers would love to set up a time with you to learn more about how your recommendations, and see how we can improve this add-on. Can please send your availability for a phone chat to sher [AT] Clio [DOT] com?
Justin Sensing
August 2, 2019
This is a huge downgrade from the Chrome add-on, which was lightweight and easy to use. It suffers from massive performance issues, the UI/UX is terrible, and it lacks features the add-on had. It is overall a frustrating experience that hurts productivity, rather than enhancing it. I'm severely disappointed.
Jared Azofeifa
July 23, 2019
I am unable to change names to the attachments before saving them
A User of Clio for Gmail
July 20, 2019
I don't see anything on my right hand screen and I am annoyed that this is wasting my time.
A user of Clio for Gmail
July 22, 2019
Hi there—Clio's support team will be happy to investigate the issues you're experiencing, and help get them resolved! Please click "Support" under "Additional Information" at the bottom of this page, and you'll be guided to our contact information.
Clinton Cagle
July 19, 2019
Why fix something that doesn't need fixing. I absolutely hate this new gmail add-on. Please go back to the old one!!!!
A User of Clio for Gmail
July 19, 2019
Doesn't work if you had older version installed, uninstall old version and reinstall.
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