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Clio Operate integrates with Microsoft Office 365 for four purposes: Authentication. Users sign in to Clio Operate with their Microsoft Entra ID account...
Three Clio Operate integrations with Office 365 need an app registration in Microsoft Entra: authentication, SharePoint Online as your document manageme...
Clio Operate can use Microsoft Entra ID to authenticate your users, so they sign in with their Office 365 account instead of a Clio Operate password. To...
Once Clio Operate can authenticate users against Microsoft Entra ID, each user still needs a Clio Operate user record. You can create those records manu...
Clio Operate can use SharePoint Online as its document management system, so documents live in your own SharePoint sites rather than in Clio Operate. Be...
Clio Operate can send outbound email through Microsoft Office 365. Sending email from Clio Operate lets the case and task history record what was sent t...