Clio
Save emails to Clio
Forward any client email straight to the right Clio matter in seconds, without leaving your inbox. It works with every email provider, and there is nothing to install or set up.
Margaret Hartley
Re: Sale of 22 Willow Crescent
Your instructions
Save this to the Hartley matter, with a note.
Clio
Save the email as a note
00214-Hartley
You receive a confirmation email once complete, with an undo button that works for 24 hours.
Setup in 30 seconds.
How it works
Forward the email to your ForwardThis address with some simple instructions, like "save this to the Hartley matter, with a note".
The email's text goes on the right matter as a note, with the matter found by its display number or its description. From the same email, ForwardThis can also set a task, log time or add a date to the diary.
You receive a confirmation email with a link to the matter, plus an undo button if something doesn't look right.
What is ForwardThis?
ForwardThis is an AI email assistant that turns email into action in 144+ of the apps you use every day.
Works with any email
Compatible with any personal or professional email provider. Gmail, Outlook and more.
144+ apps
Works across the apps you already use, with more added every month.
Setup in seconds
Nothing to install and no workflows to build. Sign up, forward an email, and it runs.
Secure & private
ForwardThis only acts on the emails you send it, and the email is deleted within 24 hours of the work being done.
Try it with a real email.
Forward any email to the address below to see what ForwardThis can do. No signup required.
Occasional product emails may follow.
FAQs
- How do I save emails to Clio?
- Forward the email to your ForwardThis address with some simple instructions, like "save this to the Hartley matter, with a note". ForwardThis puts the email's text on the matter as a note and replies with a link. All you need is a free ForwardThis account with Clio connected. It takes about 30 seconds.
- How does it find the right matter?
- By the matter's display number or its description, matched against your firm's own list in Clio. "00214-Hartley" and "the Hartley sale" both work, and if more than one matter fits, ForwardThis asks which one rather than guessing.
- Can it save the attachment into Clio too?
- No. Clio's document upload cannot be reached through this connection, so a file has to go into Clio from Clio itself. The email's own words are captured in full as the note, and ForwardThis can still find, rename, move, bin and restore the documents already on a matter.
- Can it set a task or log time from the same email?
- Yes. Ask for a task and it lands on the matter with a due date, a priority and an assignee from your firm. Ask for time and the hours go on with your description of the work. One email can do all three: the note, the task and the time entry.
- Will it touch billing or client money?
- Never. ForwardThis does not raise or edit bills, take payments, or go near a trust account, whatever an email asks. It will answer questions: ask what a client still owes and the reply carries Clio's own figures.
- What happens to confidential client emails?
- Your email is processed securely and used only to carry out your instructions. ForwardThis keeps it just long enough for you to press undo, then deletes it completely. Nothing is stored long term.
- Does it work with Outlook and other email apps?
- Yes. ForwardThis works with any email provider: Gmail, Outlook, Apple Mail and everything else. If it can forward an email, it works.