In the next step of the "Rules Wizard", check the box beside "forward it to people or public group". If you do not want every email from your client to be filed into Clio, apply any other conditions that you want, then click "Next". In step 1 of the "Rules Wizard", the "from" box should already be checked. In the "Create Rule" window, you can check the "From" box, then click the "Advanced Options" button. When viewing an email from your client, click on "Rules" in the "Move" group of the "Home" ribbon.įrom the Rules menu, select "Create Rule". The easiest way to create a rule in Outlook is from an email in your inbox. You can create rules (or filters) in MS Outlook to automatically forward emails received from your clients to the appropriate Matter via the Matter maildrop address.įor general instructions on how to forward emails to Clio, see the " Forwarding Emails to Matters in Clio" article. See the " Sending Emails to Clio with a Different Email Address" article for instructions. ![]() If you wish to forward email communications to Clio using an email address other than the address you log into Clio with, you will need to add that email address an alias within Clio.
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