Office 365 Integration Guide - Clio Operate

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O365 Integration: Overview

Clio Operate offers full integration with Microsoft Office 365 (O365) for various purposes. O365 can be used for the following: Authentication of Clio Operate...

First posted: April 21st, 2022 1630 views 1 likes
O365 Integration: Quick Start

This section provides a simplified overview of required setup O365 and Clio Operate to be used together. A step by step detailed guide is...

First posted: April 21st, 2022 1940 views 0 likes
Using O365 for Authentication

Clio Operate can rely on O365 (technically Azure Active Directory) to authenticate users. In order to allow this, Clio Operate must be configured as...

First posted: April 21st, 2022 3389 views 0 likes
Adding O365 Users to Clio Operate

Manually adding O365 Users to Clio Operate To add your O365 users to Clio Operate, open the application and go to the administration tool...

First posted: April 21st, 2022 3032 views 0 likes
SharePoint Online as DMS

Important info The integration between Clio Operate and Office 365 uses industry standard OAuth 2.0 protocols. This means that Clio Operate never stores any...

First posted: April 21st, 2022 3319 views 0 likes
Sending Emails from Clio Operate

Clio Operate provides the ability to send outbound emails. Sending these from Clio Operate allows the case and task audit history to track communications...

First posted: April 21st, 2022 9907 views 1 likes