- Clio Grow
- If you get an error when inputting your credentials, then you may need to input some additional details. Click “Additional Settings” and input your Exchange Server Name and Exchange Username.
- Go to the Settings page
- Click on the “Email & Calendar Sync” tab
- Click “Sync Email”
- Follow the prompts and input your email credentials
- When your email is synced, you should see a checkmark next to the Synced field in your email settings