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Does Clio's Office 365 Sync Work With Hosted Exchange?

Objective:

  • Syncing Calendar Events on a Microsoft Exchange server
  • Syncing Contacts from an MS Exchange server

Environment:

  • Clio Manage
  • Microsoft Exchange

Additional Information:

As there are many possible configurations and permissions of an Exchange Server, Clio cannot provide specific instructions on how best to sync an Exchange Server with Office 365. In such cases, we recommend contacting an IT specialist who works with Microsoft products. 

Answer:

Clio's Office 365 integration can sync with Microsoft Exchange Servers if (and only if) the Exchange Server is actively syncing to your Office 365 account.  

If your Office 365 account has access to your firm's Contacts and Calendar Events then Clio can sync with it. 

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