Juggling contact information between different systems can be a real headache for law firms. If you’re using Clio for your practice and Microsoft 365 for email and calendars, you probably know the frustration of having to manually update contact info in multiple places.
But I’ve got good news for you! You can actually get these two systems to automatically share contact information. This guide will show you how to set up a two-way sync between Clio and your Microsoft 365 user mailboxes, meaning when you update a contact in one place, it’ll automatically update in the other.
How to Two-Way Sync Between Clio and MS365 User Mailbox
1. Sign into the CiraHub dashboard using your credentials. You would be taken to the onboarding wizard.
2. Click the +Spoke button at the top of the dashboard.
3. Next, you’ll have to set up your Hub & Spoke. Click “CRMs” as your source type of your calendar spoke.
4. Select “Clio” as our contact source, then click “Next.”
5. Now, you’ll need to sign in using your Clio credentials. Click “Sign into Clio” to proceed.
6. Select a default Clio company which will be assigned to contacts when the corresponding company cannot be found in a synchronization and click next.
7. Name your Clio spoke and click „Create.“ You should now see your Clio spoke attached to your Hub on the CiraHub dashboard.
8. Click the +Spoke button to add another spoke on the CiraHub dashboard.
9. Click „Office 365 In My Tenant“ then select „User Mailbox.“
10. Select the Mailbox Folder you want to sync, then click „Next.“ 
11. On the CiraHub dasboard, right click on each Hub and tick „Allow Hub to sync items in this spoke“ then, click „Next.“
12. On the CiraHub dashboard, click „Sync Now“ to sync contacts between the Hub and spokes you have created. Your contacts should populate automatically now and be reflect all changes across both platforms.
And there you have it! Your Clio and Microsoft 365 user mailbox are now in sync, sharing contact information automatically. No more double entries or outdated contact information. Just set it and forget it while you focus on what matters most.
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!
