{"id":65438,"date":"2026-02-01T07:07:30","date_gmt":"2026-02-01T14:07:30","guid":{"rendered":"https:\/\/cirasync.com\/?page_id=65438"},"modified":"2026-06-09T12:42:35","modified_gmt":"2026-06-09T19:42:35","slug":"clio","status":"publish","type":"page","link":"https:\/\/cirasync.com\/de\/integrations\/clio\/","title":{"rendered":"Sync Clio Contacts to Microsoft 365 &#038; Attorney Smartphones Automatically"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8220;1&#8243; _builder_version=&#8220;4.27.5&#8243; _module_preset=&#8220;default&#8220; global_colors_info=&#8220;{}&#8220;][et_pb_row _builder_version=&#8220;4.27.5&#8243; _module_preset=&#8220;default&#8220; global_colors_info=&#8220;{}&#8220;][et_pb_column type=&#8220;4_4&#8243; _builder_version=&#8220;4.27.5&#8243; _module_preset=&#8220;default&#8220; global_colors_info=&#8220;{}&#8220;][et_pb_text admin_label=&#8220;Text&#8220; _builder_version=&#8220;4.27.6&#8243; _module_preset=&#8220;default&#8220; global_colors_info=&#8220;{}&#8220;]<\/p>\n<h1><span class=\"ez-toc-section\" id=\"Sync_Clio_Contacts_to_Microsoft_365_Attorney_Smartphones_Automatically\"><\/span>Sync Clio Contacts to Microsoft 365 &amp; Attorney Smartphones Automatically<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p><img decoding=\"async\" class=\"wp-image-71676 alignnone size-full\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2026\/06\/Clio-Integration.png\" alt=\"An image of CiraSync's integration into Clio\" width=\"624\" height=\"351\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2026\/06\/Clio-Integration.png 624w, https:\/\/cirasync.com\/wp-content\/uploads\/2026\/06\/Clio-Integration-480x270.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\">Keep every contact tied to the right matter. When a client&#8217;s information updates in Clio, it reflects across Microsoft 365 and on attorney devices automatically, maintaining matter-centric accuracy without manual exports or spreadsheet cleanup.<\/p>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"Two-Way_CiraSync_Hub\"><\/span>Two-Way: <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/hub\/\">CiraSync Hub<\/a><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"One-Way_CiraSync_Cloud_CiraSync_On-Prem\"><\/span>One-Way: <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/cloud\/\">CiraSync Cloud<\/a>, <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/solutions\/high-security-on-prem\/\">CiraSync On-Prem<\/a><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"What_This_Integration_Does\"><\/span>What This Integration Does<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Two-way sync of Clio contacts (and\/or calendars) with the <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/blog-articles\/sync-the-global-address-list-to-iphone\/\">Microsoft 365<\/a> Global Address List (GAL), User Mailbox, Google, iCloud, or another CRM via <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/hub\/\">CiraSync Hub<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Automatic distribution of updated contacts and calendars to Outlook and iOS\/Android smartphones via CiraSync<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Filter and segment which contacts sync to which attorneys<\/li>\n<\/ul>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"How_It_Works\"><\/span>How It Works<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ol>\n<li>Connect Sign into Clio and Microsoft 365 inside CiraSync Hub to enable two-way sync for client and matter contacts.<\/li>\n<li class=\"font-claude-response-body break-words whitespace-normal\">2. Map Choose fields and sync direction (Clio to GAL or another endpoint), and apply any filtering or segmentation needed.<\/li>\n<li class=\"font-claude-response-body break-words whitespace-normal\">3. Sync to Phones CiraSync automatically pushes the latest Clio contacts into users&#8216; native Contacts apps. No mobile app required.<\/li>\n<\/ol>\n<p class=\"font-claude-response-body break-words whitespace-normal\">Note: Clio connects through <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/hub\/\">CiraSync Hub<\/a> for bidirectional sync. CiraSync handles secure, automated delivery to smartphones.<\/p>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"Who_Benefits\"><\/span>Who Benefits<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\"><a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"\/industries\/legal\/\">Legal Teams &amp; Attorneys<\/a>: Always-current client and matter contacts on every device, so attorneys stay accurate and responsive whether they&#8217;re in the office or in court.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\">Support &amp; Intake Teams: Faster, more accurate client communication with contact data that&#8217;s never stale.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\">IT Departments: Centralized sync control, full auditability, and zero end-user management overhead.<\/p>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"Outcomes\"><\/span>Outcomes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Reduce errors and mismatched contact data between Clio and Microsoft 365<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Save hours every week by eliminating manual exports, imports, and spreadsheet updates<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Improve responsiveness with accurate caller ID and up-to-date contact details on every device<\/li>\n<\/ul>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"Requirements\"><\/span>Requirements<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">CiraSync Hub subscription<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Clio subscription<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Microsoft 365 admin consent<\/li>\n<\/ul>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<h2><span class=\"ez-toc-section\" id=\"Trusted_by_Legal_Professionals_Everywhere\"><\/span>Trusted by Legal Professionals Everywhere<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<blockquote class=\"ml-2 border-l-4 border-[hsl(var(--border-300)\/0.1)] pl-4 text-text-300\">\n<p class=\"font-claude-response-body break-words whitespace-normal\">&#8222;It works perfectly. Easy to set up. Very helpful to get us all set up. We have had to call twice for tweaks, and they answered on the spot. Issue fixed immediately.&#8220; <strong>Mitchell, Law Practice<\/strong><\/p>\n<\/blockquote>\n<blockquote class=\"ml-2 border-l-4 border-[hsl(var(--border-300)\/0.1)] pl-4 text-text-300\">\n<p class=\"font-claude-response-body break-words whitespace-normal\">&#8222;The go-to solution for syncing important info within my organization.&#8220; <strong>James, Legal Service Professional<\/strong><\/p>\n<\/blockquote>\n<h3 class=\"font-claude-response-body break-words whitespace-normal\"><span class=\"ez-toc-section\" id=\"i\"><\/span>\u00a0<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8220;1&#8243; custom_padding_last_edited=&#8220;on|desktop&#8220; admin_label=&#8220;Accordion&#8220; _builder_version=&#8220;4.27.5&#8243; background_color=&#8220;#f7f8fa&#8220; background_enable_image=&#8220;off&#8220; background_size=&#8220;initial&#8220; background_position=&#8220;top_right&#8220; custom_margin=&#8220;||||false|false&#8220; 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header_2_text_shadow_horizontal_length_tablet=&#8220;0px&#8220; header_2_text_shadow_vertical_length_tablet=&#8220;0px&#8220; header_2_text_shadow_blur_strength_tablet=&#8220;1px&#8220; header_3_text_shadow_horizontal_length_tablet=&#8220;0px&#8220; header_3_text_shadow_vertical_length_tablet=&#8220;0px&#8220; header_3_text_shadow_blur_strength_tablet=&#8220;1px&#8220; header_4_text_shadow_horizontal_length_tablet=&#8220;0px&#8220; header_4_text_shadow_vertical_length_tablet=&#8220;0px&#8220; header_4_text_shadow_blur_strength_tablet=&#8220;1px&#8220; header_5_text_shadow_horizontal_length_tablet=&#8220;0px&#8220; header_5_text_shadow_vertical_length_tablet=&#8220;0px&#8220; header_5_text_shadow_blur_strength_tablet=&#8220;1px&#8220; header_6_text_shadow_horizontal_length_tablet=&#8220;0px&#8220; header_6_text_shadow_vertical_length_tablet=&#8220;0px&#8220; header_6_text_shadow_blur_strength_tablet=&#8220;1px&#8220; box_shadow_horizontal_tablet=&#8220;0px&#8220; box_shadow_vertical_tablet=&#8220;0px&#8220; box_shadow_blur_tablet=&#8220;40px&#8220; box_shadow_spread_tablet=&#8220;0px&#8220; locked=&#8220;off&#8220; global_colors_info=&#8220;{}&#8220;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span>Frequently Asked Questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/et_pb_text][et_pb_accordion icon_color=&#8220;#1b75bb&#8220; module_class=&#8220;faq my_accordion wppb-add-accordion-icon custom-clean-accordion&#8220; _builder_version=&#8220;4.27.6&#8243; _module_preset=&#8220;default&#8220; custom_padding=&#8220;0px|0px|0px|0px|true|true&#8220; hover_enabled=&#8220;0&#8243; border_width_all=&#8220;0px&#8220; locked=&#8220;off&#8220; global_colors_info=&#8220;{}&#8220; sticky_enabled=&#8220;0&#8243;][et_pb_accordion_item title=&#8220;How do I sync Clio contacts to Microsoft 365?&#8220; open=&#8220;on&#8220; open_toggle_text_color=&#8220;#1b75bb&#8220; _builder_version=&#8220;4.27.6&#8243; _module_preset=&#8220;default&#8220; body_font=&#8220;Open Sans||||||||&#8220; body_text_color=&#8220;#333333&#8243; body_font_size=&#8220;18px&#8220; body_line_height=&#8220;1.4em&#8220; background_color=&#8220;#FFFFFF&#8220; background_enable_color=&#8220;on&#8220; custom_padding=&#8220;|0px||0px|true|true&#8220; global_colors_info=&#8220;{}&#8220; toggle_text_color=&#8220;#1b75bb&#8220; toggle_level=&#8220;h5&#8243; toggle_font=&#8220;Inter|600|||||||&#8220; toggle_font_size=&#8220;24px&#8220;]<\/p>\n<p>CiraSync connects Clio to Microsoft 365 through CiraSync Hub, automatically syncing contacts to your Global Address List and user mailboxes without manual exports.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8220;Does Clio sync two-way with Outlook contacts?&#8220; open_toggle_text_color=&#8220;#1b75bb&#8220; _builder_version=&#8220;4.27.6&#8243; _module_preset=&#8220;default&#8220; body_font=&#8220;Open Sans||||||||&#8220; body_text_color=&#8220;#333333&#8243; body_font_size=&#8220;18px&#8220; body_line_height=&#8220;1.4em&#8220; background_color=&#8220;#FFFFFF&#8220; background_enable_color=&#8220;on&#8220; custom_padding=&#8220;|0px||0px|true|true&#8220; global_colors_info=&#8220;{}&#8220; toggle_text_color=&#8220;#1b75bb&#8220; toggle_level=&#8220;h5&#8243; toggle_font=&#8220;Inter|600|||||||&#8220; toggle_font_size=&#8220;24px&#8220; open=&#8220;off&#8220;]<\/p>\n<p>Yes. With CiraSync Hub, Clio and Microsoft 365 sync bidirectionally, so updates in either system stay in step.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8220;Can I sync Clio contacts to attorney smartphones?&#8220; open_toggle_text_color=&#8220;#1b75bb&#8220; _builder_version=&#8220;4.27.6&#8243; _module_preset=&#8220;default&#8220; body_font=&#8220;Open Sans||||||||&#8220; body_text_color=&#8220;#333333&#8243; body_font_size=&#8220;18px&#8220; body_line_height=&#8220;1.4em&#8220; background_color=&#8220;#FFFFFF&#8220; background_enable_color=&#8220;on&#8220; custom_padding=&#8220;|0px||0px|true|true&#8220; global_colors_info=&#8220;{}&#8220; toggle_text_color=&#8220;#1b75bb&#8220; toggle_level=&#8220;h5&#8243; toggle_font=&#8220;Inter|600|||||||&#8220; toggle_font_size=&#8220;24px&#8220; open=&#8220;off&#8220;]<\/p>\n<p>Yes. CiraSync pushes updated contacts directly to the native Contacts app on iOS and Android devices.\u00a0<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8220;How is CiraSync different from Clio&#8217;s native Office 365 sync?&#8220; open_toggle_text_color=&#8220;#1b75bb&#8220; _builder_version=&#8220;4.27.6&#8243; _module_preset=&#8220;default&#8220; body_font=&#8220;Open Sans||||||||&#8220; body_text_color=&#8220;#333333&#8243; body_font_size=&#8220;18px&#8220; body_line_height=&#8220;1.4em&#8220; background_color=&#8220;#FFFFFF&#8220; background_enable_color=&#8220;on&#8220; custom_padding=&#8220;|0px||0px|true|true&#8220; global_colors_info=&#8220;{}&#8220; toggle_text_color=&#8220;#1b75bb&#8220; toggle_level=&#8220;h5&#8243; toggle_font=&#8220;Inter|600|||||||&#8220; toggle_font_size=&#8220;24px&#8220; open=&#8220;off&#8220;]<\/p>\n<p>CiraSync delivers more granular control over field mapping, sync direction, and contact filtering, plus automated phone delivery that Clio&#8217;s native sync doesn&#8217;t include.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8220;Can I filter which Clio contacts sync to which attorneys?&#8220; open_toggle_text_color=&#8220;#1b75bb&#8220; _builder_version=&#8220;4.27.6&#8243; _module_preset=&#8220;default&#8220; body_font=&#8220;Open Sans||||||||&#8220; body_text_color=&#8220;#333333&#8243; body_font_size=&#8220;18px&#8220; body_line_height=&#8220;1.4em&#8220; background_color=&#8220;#FFFFFF&#8220; background_enable_color=&#8220;on&#8220; custom_padding=&#8220;|0px||0px|true|true&#8220; global_colors_info=&#8220;{}&#8220; toggle_text_color=&#8220;#1b75bb&#8220; toggle_level=&#8220;h5&#8243; toggle_font=&#8220;Inter|600|||||||&#8220; toggle_font_size=&#8220;24px&#8220; open=&#8220;off&#8220;]<\/p>\n<p>Yes. CiraSync supports filtering and segmentation so you can control exactly which contacts reach which users or devices.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8220;Is CiraSync secure for law firm client data?&#8220; open_toggle_text_color=&#8220;#1b75bb&#8220; _builder_version=&#8220;4.27.6&#8243; _module_preset=&#8220;default&#8220; body_font=&#8220;Open Sans||||||||&#8220; body_text_color=&#8220;#333333&#8243; body_font_size=&#8220;18px&#8220; body_line_height=&#8220;1.4em&#8220; background_color=&#8220;#FFFFFF&#8220; background_enable_color=&#8220;on&#8220; custom_padding=&#8220;|0px||0px|true|true&#8220; global_colors_info=&#8220;{}&#8220; toggle_text_color=&#8220;#1b75bb&#8220; toggle_level=&#8220;h5&#8243; toggle_font=&#8220;Inter|600|||||||&#8220; toggle_font_size=&#8220;24px&#8220; open=&#8220;off&#8220;]<\/p>\n<p>CiraSync is SOC 2 compliant and GDPR-ready, with enterprise-grade security built for organizations handling sensitive client information.<\/p>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_code disabled_on=&#8220;off|off|off&#8220; 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