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Do I have to stay on Clio Manage while syncing Contacts and Calendar with Office 365?

Objective:

  • Do I need to remain logged into Clio Manage while syncing my Office 365 Calendar and Contacts?
  • Sync Office 365
  • Connect Your Office 365
  • Set up Office 365 with Clio Manage

Environment:

  • Clio Manage
  • Office 365

Additional Information:

Clio's Office 365 Sync requires a Business Standard Office 365 account (or higher)

To verify which Office 365 plan you have, see here.

Answer:

No, you can log out of Clio Manage once you've started the sync with Office 365 Contact and Calendars. 

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