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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality