Automate Clio Task and Calendar Management from Outlook

Boost your legal practice by connecting your Outlook inbox directly to Clio. With this easy-to-use workflow, you can automatically file emails as tasks and create calendar events in Clio, helping you stay organized, responsive, and efficient.

Trigger Event: New Email in Outlook

Whenever you receive a new email that requires follow-up, this workflow is activated, letting you seamlessly manage communications and tasks from your inbox.

Actions

1. Find or Create a Clio Matter

The workflow first checks Clio for a relevant matter based on your provided case details. If no matching matter exists, a new one can be created automatically, ensuring every communication is linked to the right file.

2. Create Clio Task

Next, a new task is created in Clio. Important email information, like subject or follow-up instructions, becomes the task content. Assign the task to the right legal team member, set its status as pending, and keep your workflow moving.

3. Create Clio Calendar Entry

Finally, a calendar event is generated in Clio for crucial dates or deadlines mentioned in the email. This ensures nothing falls through the cracks—every key event is added to your legal calendar.

Benefits

Stay organized and save time by turning emails into actionable items in Clio—tasks and calendar events—all without switching apps. Perfect for busy legal professionals who want to streamline their workload and never miss a deadline.