Law firms using Clio for case management and SharePoint for document collaboration often face challenges in keeping contact lists current.
Without a direct sync, attorneys and staff may struggle to access up-to-date client and case-related contacts.
Connecting these platforms allows legal teams to find the right information without delays or redundant data entry.
This guide will walk you through setting up a two-way sync, ensuring your legal team always has up-to-date contact information across platforms.
How to Two-Way Sync Contacts Between Clio and SharePoint
1. Log in to CiraHub and click on the Add Spoke icon on the top of your CiraHub Dashboard.
2. Next, start the Hub and Spoke setup. Click on “CRMs” as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)
3. Select Clio as the contact spoke type.
4. Click Sign in with Clio.
5. Select a default Clio company which will be assigned to contacts when the corresponding company cannot be found in a synchronization and click next.
6. Type in a spoke name and click Create.
6. Now you should see your newly created Clio spoke added to your Hub and spoke setup.
7. Select the option to add an Additional Spoke.
Step 2: Create a Spoke for SharePoint
8. Next, select SharePoint as the source type for your contact spoke.
9. Click Grant Access to give CiraHub Permission to two-way sync SharePoint contacts and browse your company users or contacts.
10. You will need to sign into your Microsoft Account.
11. Select a SharePoint Contact List to sync with CiraHub.
12. You should now see spokes for your Clio and SharePoint attached to your Hub.
13. Next, right-click your spoke, and select “Sync Options”.
14. From there, you will be taken to a new window; click the box which says, “Allow Hub to create and sync items in this spoke.”
15. Click the Advanced tab to set up contact filtering settings for SharePoint.
16. Click on “Sync Now” to enable 2-way synchronization for the current spoke. You can also edit any synchronization options for each of your spokes below.
Learn More About CiraHub!
CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company. Click here to learn more about how you can start a CiraHub trial today!
