Issue:
- User has an Attorney Account set up under one name Name A and a Clio Connect account set up under a different name Name B. They both use the same email address. Documents uploaded under Name A now show Name B as the Author. If the user clicks the Author's Name, Clio opens Name A's Contact Card.
Environment:
- Clio Manage
Additional Information:
n/a
Cause:
This is a known issue that has been reported to our development team
Resolution:
Currently, users can resolve this issue by going into their Clio Connect Account and changing the Account Name to the same name used in their regular Clio Account.