I’m juggling about 40 client emails a day plus phone messages, logging them in a color-coded spreadsheet and using Outlook flags, but I worry about duplicating notes in Clio and missing a same-day callback. If you’ve streamlined this, how do you centralize communications and set reliable reminders without double entry?
I killed the double entry by making Clio the inbox: I set a “default BCC to Maildrop” in Outlook so every client email files to the right matter, then I create a task off that comm with a same‑day due time for callbacks. Small caveat: the Outlook add‑in lagged for me, so the BCC rule’s been more reliable — are you using Maildrop yet?
@eleanorR42 I built on your BCC by adding an Outlook Quick Step that BCCs Maildrop and appends “Callback‑Today” to the subject; a simple Zap picks that up and auto‑creates a due‑4pm task in Clio for that contact, so reminders live there and I ditched the spreadsheet — are you using Zapier yet?