Welcome to Clevermore
Clevermore is a Microsoft 365 add-in that lives inside Outlook. It turns your email into tasks, summarizes long threads, and keeps your clients, matters, and contacts current as you work.
There’s nothing to install — your firm’s IT has already deployed it. Two steps and you’re running:
Step 1 — Open Clevermore from the Outlook ribbon
In Outlook, look at the far right of the Home ribbon, under the Add-ins section. Click the Clevermore button, then click Home to open the taskpane. Can’t see it? Your firm’s deployment may still be propagating — wait a few minutes and restart Outlook.
Step 2 — Pin the pane, then run through setup
Click the pushpin icon in the top-right corner. Pinning keeps the pane open as you move between emails — otherwise Outlook closes it every time you switch messages. Then click Accept and continue and follow the setup steps. It takes about five minutes, and Clevermore walks you through each one.
Use Clevermore on your phone or the web
Clevermore also runs outside Outlook at app.clevermore.ai — the same tasks, contacts, and matters, in any browser. Sign in with the same work account you use for Outlook.
Add it to your home screen
- iPhone or iPad — open app.clevermore.ai in Safari, tap the Share button, then choose Add to Home Screen.
- Android — open it in Chrome, tap the three-dot menu, then choose Install app or Add to Home screen.
It then opens full screen with its own icon, just like a native app.
That’s it
Once setup is done, Clevermore works in the background as email arrives. Everything else — tutorials, guides, and help — is built into the add-in, so you can learn as you go without leaving Outlook.