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Sync Clio Contacts to Microsoft 365 & Attorney Smartphones Automatically

An image of CiraSync's integration into Clio

Keep every contact tied to the right matter. When a client’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.

Two-Way: CiraSync Hub

One-Way: CiraSync Cloud, CiraSync On-Prem

What This Integration Does

  • Two-way sync of Clio contacts (and/or calendars) with the Microsoft 365 Global Address List (GAL), User Mailbox, Google, iCloud, or another CRM via CiraSync Hub
  • Automatic distribution of updated contacts and calendars to Outlook and iOS/Android smartphones via CiraSync
  • Filter and segment which contacts sync to which attorneys

How It Works

  1. Connect Sign into Clio and Microsoft 365 inside CiraSync Hub to enable two-way sync for client and matter contacts.
  2. 2. Map Choose fields and sync direction (Clio to GAL or another endpoint), and apply any filtering or segmentation needed.
  3. 3. Sync to Phones CiraSync automatically pushes the latest Clio contacts into users’ native Contacts apps. No mobile app required.

Note: Clio connects through CiraSync Hub for bidirectional sync. CiraSync handles secure, automated delivery to smartphones.

Who Benefits

Legal Teams & Attorneys: Always-current client and matter contacts on every device, so attorneys stay accurate and responsive whether they’re in the office or in court.

Support & Intake Teams: Faster, more accurate client communication with contact data that’s never stale.

IT Departments: Centralized sync control, full auditability, and zero end-user management overhead.

Outcomes

  • Reduce errors and mismatched contact data between Clio and Microsoft 365
  • Save hours every week by eliminating manual exports, imports, and spreadsheet updates
  • Improve responsiveness with accurate caller ID and up-to-date contact details on every device

Requirements

  • CiraSync Hub subscription
  • Clio subscription
  • Microsoft 365 admin consent

Trusted by Legal Professionals Everywhere

«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.» Mitchell, Law Practice

«The go-to solution for syncing important info within my organization.» James, Legal Service Professional

 

Frequently Asked Questions

How do I sync Clio contacts to Microsoft 365?

CiraSync connects Clio to Microsoft 365 through CiraSync Hub, automatically syncing contacts to your Global Address List and user mailboxes without manual exports.

Does Clio sync two-way with Outlook contacts?

Yes. With CiraSync Hub, Clio and Microsoft 365 sync bidirectionally, so updates in either system stay in step.

Can I sync Clio contacts to attorney smartphones?

Yes. CiraSync pushes updated contacts directly to the native Contacts app on iOS and Android devices. 

How is CiraSync different from Clio's native Office 365 sync?

CiraSync delivers more granular control over field mapping, sync direction, and contact filtering, plus automated phone delivery that Clio’s native sync doesn’t include.

Can I filter which Clio contacts sync to which attorneys?

Yes. CiraSync supports filtering and segmentation so you can control exactly which contacts reach which users or devices.

Is CiraSync secure for law firm client data?

CiraSync is SOC 2 compliant and GDPR-ready, with enterprise-grade security built for organizations handling sensitive client information.

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