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Clio Desktop App – Download & Install Guide What is Clio Desktop? Clio Desktop is a companion app for Clio Manage that integrates with Microsoft Outlook and your desktop environment. It lets you:

Save emails and attachments directly to a client/matter Track time from Outlook Sync calendar events with Clio

Note : Clio Desktop is Windows‑only . Mac users can use the Clio Outlook Add‑in (web version) instead.

Step 1 – Check System Requirements | Requirement | Details | |-------------|---------| | OS | Windows 10 or 11 (64‑bit) | | Outlook | Outlook 2016 or later (desktop version) | | Clio Account | Active Clio Manage subscription | | .NET Framework | 4.7.2 or later (installer will check) | download clio desktop app

Step 2 – Download the Installer

Sign in to your Clio Manage account (web browser). Click your profile icon (top right) → Settings . Under Desktop & Integrations , select Clio Desktop . Click the Download for Windows button. Alternative direct link (may require login): https://app.clio.com/desktop/download

The file will be named something like ClioDesktopSetup.exe . Clio Desktop App – Download & Install Guide

Step 3 – Install the App

Close Outlook completely (right‑click its taskbar icon → Exit). Run ClioDesktopSetup.exe as administrator (right‑click → Run as administrator ). Accept the User Account Control prompt. Follow the installer wizard:

Choose install location (default is fine) Click Install Mac users can use the Clio Outlook Add‑in

Once finished, click Launch Clio Desktop .

Step 4 – Sign In & Connect to Outlook