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