KCS - Will Changing a Client or Matter Name in Clio Cause a Folder Link Issue with my Document Integration?

Objective:

  • Changing a Client name on a Matter
  • Change folder name in Box
  • Change folder name in Dropbox
  • Change folder name in OneDrive
  • Change folder name in Google Drive
  • Change folder name in NetDocuments
  • Change Matter Number

Environment:

  • Clio WebApp

Additional Information:

Box Document Integration

Answer:

No, changing your Client or Matter name should not cause any issues. The folder in your Document Integration should update automatically with the change within a 5 minute period. 

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