KCS - Why is my Matter's Dropbox Folder Created Under the Attorney's Name?

Objective:

  • Matter folder should be created under the Client's folder, how come it's the Attorney's name instead?

Environment:

  • Clio Web App
  • Dropbox

Additional Information:

After changing the Client back to the correct Contact, disconnect and reconnect the Dropbox Sync.

Answer:

The most likely explanation is that the Matter was created with the Attorney as the Client to begin with.

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