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I Have a Clio Grow Email Sync Set Up and I'm Changing Email Servers. What Do I Need to Do?

Objective:

  • To learn what actions need to be performed in Clio Grow when changing from an Exchange hosted email to Office 365.

Environment:

  • Clio Grow

Additional Information:

  • If your email server was changed without disconnecting the email sync, you will need to recreate any scheduled email that was created. 

Answer:

Disconnect and re-establish the email sync once the switch has been made from the exchange server to Office 365. 

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