To avoid uploading personal contacts to Clio (and sharing them with your co-workers), you must move them from the default contacts folder to a different folder.
Contacts in Clio are shared between all users at your firm. This would create a loop of Outlook Google Clio Outlook, which could result in many, many duplicates being created. If you already sync Outlook with Google and Google with Clio, do not install Clio Sync. If your firm already shares a common contact list in Outlook (via an Exchange server, for example), ensure that you enable contact syncing for only one Clio Sync user (for information on how to do this, see the "Applications" heading below). To avoid creating duplicates, please note the following:. See our Article on " Using Clio Sync with Outlook Exchange" for information. Note: Clio Sync will not work with Outlook configurations that do not store a local copy of the user's information in either an OST or PST file. If you need to sync other Clio calendars with Outlook, you can use the Office 365 Calendar Sync. The Outlook Desktop sync tool will sync "Your Calendar" in Clio with your primary Outlook calendar. This is available as a Windows application. We offer Clio Sync for Outlook, which offers full bi-directional synchronization of Clio's and Outlook's calendar, contacts and tasks.
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