Office 365 Contacts
Reduce data entry, minimize errors, and simplify law firm organization with Clio’s Office 365 Contacts sync.
Clio’s Office 365 Contacts sync keeps both Clio and your Outlook/Office 365 Contacts up to date as new contacts are added to either system. This integration is most useful if you like to manage and access your contacts in Outlook or Office 365.
• Reference your Clio contacts from Outlook, your phone, or anywhere else your Office 365 Contacts can be accessed.
• Edit Clio Contacts from your Office 365 Contacts list, and see these changes in Clio.
• The Office 365 Contacts integration setup can be found in the Clio settings menu.