KCS - Which Office 365 Plan Works With Clio?

Objective:

• Determine which Office 365 plan is required for the Contact and Calendar Sync
• Which Microsoft Office 365 subscription should I purchase to integrate with Clio?

Environment:

• Clio Web App

Additional Information:

The Office 365 Business plan does not include Microsoft Exchange, which is required for the Contact and Calendar Syncs. However, it does allow you to use the Microsoft OneDrive document integration.

Related Article: How To Check Your Office 365 Subscription Type

Answer:

• To sync OneDrive with Clio, you must have:
  • Office 365 Business, or
  • Office 365 Business Essentials, or
  • Office 365 Business Premium, or
  • Office 365 Enterprise
• To sync Contacts and Calendars between Office 365 and Clio, you must have:
  • Office 365 Business Essentials, or
  • Office 365 Business Premium, or
  • Office 365 Enterprise