Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Google Drive Documents Not Syncing With Clio

Issue:

  • Certain matters's documents not showing up in Google Drive

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

  1. Duplicate matter/contact folders were created in Google Drive
  2. Documents are uploaded into the Clio tab (instead of the Google Drive tab) in Clio documents
  3. Contact or Matter folders within the Clio folder in Google Drive were renamed

Resolution 1:

  1. Find duplicate matter folders in Google Documents
  2. Check which of the duplicate folders Clio is syncing to by adding test documents in Clio
  3. Save or move documents from the duplicate folder that Clio is not syncing with
  4. Remove the duplicate matter folder in Google Drive
  5. If you are not seeing duplicate folders in Google Drive, please contact Support for assistance.

Resolution 2:

  • Ensure that you are looking at the Google Drive tab in Clio Documents and have your documents uploaded to that tab (instead of just the Clio tab).  

 

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