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 Manage

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 approximately 20 minutes.