Objective:

• What are the integration options for syncing between Clio and Office? 

Environment:

• Clio Manage

Additional Information:

• The integrations are dependant on your version/subscription level in Outlook/Office 365

• What Versions of Outlook does the Outlook Add-in Work With?

• Which Versions of Outlook Desktop can I use with Clio's Outlook Desktop App?

• Which Email Providers Work with the Clio Add-in for Microsoft Outlook?

• How To Check Your Office 365 Subscription Type

Answer:

Clio connects with Outlook/Office 365 for syncing Contacts, Calendars, OneDrive Documents, and Emails. Click on the links below for more information: 

• Office 365 Business Standard or Enterprise: Syncing Contacts

• Office 365 Business Standard or Enterprise: Calendar Sync Set Up

• Using Clio Sync for Microsoft Outlook (Sync Contacts, Tasks, and Calendars with Outlook Desktop application)

• EU Users: How to set up Outlook Sync (Sync Contacts, Tasks, and Calendars with Outlook Desktop application)

• OneDrive for Business: Setting Up and Using the Integration

• The Clio Add-in for Office 365 and Outlook.com