Getting Started

Open Clevermore from the Outlook ribbon

On Outlook’s Home ribbon, click Home in the Clevermore group.

Pin Clevermore and run setup

Click the pin so Clevermore stays open as you move between emails, then follow the setup steps.

›Read more: what each setup screen asks

1. 1
   Welcome

   Confirm it’s your work account and accept.

2. 2
   Profile

   Clevermore drafts a short profile from your recent email: your role, what to focus on, what to ignore. Fix anything that’s off. It shapes which tasks you get.

3. 3
   Your firm’s extras

   Some firms also ask how your drafts should sound or how Clevermore files email.

4. 4
   You’re set up

   Choose how far back to read (a day, three days or a week), which folders to scan, and whether to tag email in Outlook. All of it can be changed later in Settings.

Setup runs on a computer. Once it’s done, new email is handled as it arrives. How your data is protected: Trust Center.

Manage your task list

Clevermore turns your email into tasks, grouped by client and matter. Open one to reply, snooze it or mark it done.

Chat with the Clevermore Assistant

Click the round Clevermore button at the bottom right. Ask about your work, or how to do anything in Clevermore.

Clevermore

How does my tasks list work?

Clevermore reads your email and turns requests and commitments into tasks, grouped by client and matter with a priority and due date. Open a task to reply, snooze it or mark it done. Want me to show you how to change the display, or create a task for you?

Ask Clevermore…

Add Clevermore on your mobile device

Scan with your phone’s camera, then add Clevermore to your home screen.

Step-by-step for iPhone and Android →