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Why Have My Clients and Matters Become Unlinked?

Objective:

  • Understand why Matters have no Client
  • Unlink Contact and Matter
  • Contacts deleted

Environment:

  • Clio Web App
  • Google
  • Office 365

Additional Information:

There are a number of potential causes for this discrepancy. Checking the Firm Feed can also help with identifying the source of this issue. 

Answer:

If you are syncing Contacts with Google/Office 365 and then merge duplicate Contacts in Google or Office 365, this can result in the wrong version of the Contact being deleted and the Matter losing its Client

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