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 Manage
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.