KCS - What Information does Clio Sync Send from Clio to Outlook Contacts?

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

The following information is sent over:

  • First name, Last name, Company and Title
  • No custom fields
  • The first listed of each email address type in Clio will sync over to the Outlook fields "Email", "Email2", and "Email3"
  • The first listed of each phone number type in Clio will sync over to Outlook, with the exception of "Pager" and "Skype" types
  • The first listed website in Clio will sync to the "Web Page" and "Business Home Page" Outlook fields
  • No Instant Messenger fields will sync
  • The first listed Home and Work type addresses will sync. Any "Billing" and "Other" type addresses will not sync
  • LEDES Client ID does not sync
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