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KCS - Why does the Firm Feed show that I moved a Document Folder when I did not?

Objective:

  • Why do I see another user making changes in the Timeline JUST after or as I am making some?
  • Why does Clio show that I moved a Document Folder at a time when I was not even using Clio? 

Environment:

  • Clio Web App

Additional Information:

Clio's Documents features were designed as a standalone product with lot of the back-end workflows treating it like a separate entity, with the Clio Account Owner considered the owner of that entity as well. 

Answer:

Due to the way that Clio's Document features were designed, any changes that will affect the document folder structure, such as changing the client on a matter, will be reflected on the Firm Feed as if the change was made by the Account Owner.

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