- 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.
- Clio Manage
This is a known issue that has been reported to our development team
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.