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How to Set Up an Email Sync an Office 365 Account in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • 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.

Procedure:

  1. Go to the Settings page
  2. Click on the “Emai & Calendar Sync” tab
  3. Click “Sync Email”
  4. Follow the prompts and input your email credentials
  5. When your email is synced, you should see a checkmark next to the Synced field in your email settings
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