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KCS - Why Does the Client's uploaded Document Appear Under the Contact Card Instead of the Matter?

Objective:

  • Location of Client's shared Document(s) 

Environment:

  • Clio Web App 
  • Clio Connect
  • Contact Card 

Additional Information:

n/a

Answer:

When a Client uploads a Document into Clio Connect it will automatically link it to the Client and not their Matter because you are not making them privy to their entire Matter. Therefore, the Document shows up under their Client card, ensuring it is linked to the correct person, but not attached to their Matter.

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