Unified Data Pipeline

Key Benefits

• Seamless integration between Outlook and Clio
• Automatic matter synchronization
• Secure document handling
• Conflict prevention system

Requirements

• Microsoft Outlook (Web or Desktop version)
• Active Clio account
• Valid client credentials

Beta test Installation Steps

1. Visit aka.ms/olksideload
2. In Outlook, locate "Custom Add-in" section
3. Click "Add a custom add-in"
4. Select "Add from file"
5. Choose the "parational sync.xml" file (provided via email)

Post-Installation

1. Refresh Outlook website or Restart Outlook desktop application
2. Select any email to test
3. Look for new Parational sync icon
4. Click "I have a beta access code"
5. Enter your beta customer ID (provided via email)

Account Setup

• Sign in to Microsoft account
• Sign in to law management software (e.g., Clio)
• Secure Single Sign-On (SSO) - no passwords stored

Synchronization

• System automatically creates matching folders in OneDrive and Outlook
• Folders correspond to matters in law management software

Using the Parational Pane

1. Open your email
2. Click the "Parational" icon to open the app pane
3. Search for the relevant matter
4. Click "Link Message" to initiate sync

Drag and Drop Method

1. Drag email directly to the matter folder
2. Sync happens automatically

Key Features

• Prevents sending emails without matter association
• Prompts users to link emails to matters before sending
• Automatically moves sent emails to appropriate matter folders

How to Use

1. Draft your email
2. Click send
3. Click the Parational icon when prompted
4. Select the relevant matter (e.g., Marvin Inc)
5. Email will be automatically filed in the correct matter folder

Note: There may be a brief delay while Outlook processes and moves the email to its designated folder

Settings Access & Features

• Access settings via the icon at the top of the app
• Customize matter folder layout to match your workflow
• Option to make settings view appear on app launch

Key Functions

• "Sync All" button ensures complete synchronization across platforms
• Quick sign-out feature with re-authentication requirement

Getting Started

• Works best on desktop application for optimal pane adjustment and visibility
• Navigate to conflict check section
• Enter search criteria in desired field
• Select message to check

Review Process

• System automatically identifies potential conflicts upon clicking "Run Conflict Check"
• Review results by scrolling through discovered conflicts

Report Management

• Click download button in top-right corner
• Report maintains same format as shown in app

Available Actions

• Click "Proceed Anyway" to continue despite conflicts
• Choose "Cancel" to stop the process

Folder Hierarchy Overview

• Root folder concept: Parational/ Clio/ Matter folders
• Standardized structure across all matters
• Visual indicators for subfolder relationships

Customization Features

• Create custom directories (e.g., "Correspondence", "Docs")
• Edit, delete, or add folders using intuitive icons
• One-time setup applies to all matters automatically