KCS - Why Can't I Replace the Client and Matter Keys in NetDocuments with the Client Name or Matter Number?

Objective:

  • Change the Client and Matter Keys in NetDocs

Environment:

  • Clio Web App
  • NetDocumets

Additional Information:

How are the Matter are Client Keys in NetDocuments Determined in the Integration?

Answer:

Clio pulls in the unique Contact and Matters IDs from Clio for the Client and Matter Keys in NetDocuments because these are unique (no Client or Matter will use the same ID) and unchanging, whereas Contacts can have the same name and Matters can use the same Matter Number. Each Key must be unique so that it can link with the correct Contact or Matter in Clio, and these cannot be changed as this would cause the link with Clio to be lost for that Contact/Matter. 

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