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Tool 021

Unified Communication Timeline

Read filed calls and emails in one matter timeline, with named participants and directly linked time entry counts.

What it does today

Current-matter filed calls/emails, named participants and directly linked time counts. No external mailbox coverage.

How to use

  1. In Clio, open Matterevo and choose Unified Communication Timeline from the Tool Library. Use the search box or the Communications family filter to find it.
  2. Search or filter to narrow the records shown.
  3. Open a row to inspect the source record in Clio.
  4. Read the coverage notes. Where Matterevo cannot read a source, it says so instead of guessing.

Before you rely on it

Show phone, email, and other communications with participants and linked time entries. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.