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Clio Operate offers full integration with Microsoft Office 365 (O365) for various purposes. O365 can be used for the following: Authentication of Clio O...
This section provides a simplified overview of required setup O365 and Clio Operate to be used together. A step by step detailed guide is provided in la...
Clio Operate can rely on O365 (technically Azure Active Directory) to authenticate users. In order to allow this, Clio Operate must be configured as an ...
Manually adding O365 Users to Clio Operate To add your O365 users to Clio Operate, open the application and go to the administration tool (Launchpad >...
Important info The integration between Clio Operate and Office 365 uses industry standard OAuth 2.0 protocols. This means that Clio Operate never stores...
Clio Operate provides the ability to send outbound emails. Sending these from Clio Operate allows the case and task audit history to track communication...