How to Setup Clio with Microsoft Dynamics 365 (2026 Guide)

Clio

★★★★ 4.5

Crm Industry Specific Crm

A leading legal practice management platform with CRM capabilities designed to help law firms manage clients, cases, and billing.

Full Review

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Microsoft Dynamics 365

Enterprise CRM and ERP platform by Microsoft.

All Microsoft Dynamics 365 Tools

About Clio

A leading legal practice management platform with CRM capabilities designed to help law firms manage clients, cases, and billing.

Key Features

Legal CRM
Case management
Time tracking
Billing
Document management
Client portal
Court calendaring
Reporting

Pricing

Subscription $39-$139/user/month

Detailed setup guide coming soon. We're researching the specific steps to connect Clio with Microsoft Dynamics 365 — including whether there's a native integration, third-party connectors like Zapier, or API-based setup. Check back for a complete step-by-step guide.

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