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If I Change a Client's Matter Number in Clio, Will it Be Updated in Microsoft Teams?

Objective:

  • Why is the Matter Number not reflecting the change I made in Microsoft Teams?
  • I edited the Matter name in Clio and it is not changing in Microsoft Teams
  • How do I update my Client's Matter Number in Microsoft Teams?

Environment:

  • Clio Manage
  • Microsoft Teams

Additional Information:

  • For more information on the Microsoft Teams integration, click here

Answer:

No, it will not. You will still be able to access the team from the Matter Dashboard in Clio, but the name of the team will not be automatically updated if changes are made in Clio.

The team name in Microsoft Teams can be edited from the list of Teams, by clicking the three horizontal dots beside the team name and clicking Edit.

If you would like to request this functionality in a Feature Request, please contact our Support Team.

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