Our set up is as follows: We have enabled the use of Front Office under System Settings. Only one work station has the Connection Settings enabled for use of email and document management in PCLaw.
The problem: If we create a client/matter the PCLawDocs folder will correctly create the client/matter folders. If any client's name is changed under Client Manager, the change is not effected in the PCLawDocs folder. However if the name change is affected via the Matter Manager the change will be effected by the PCLawDocs folder.
The above creates a problem if we have no matters for a client and the name of the client changes as the only place to change the name is in the Client Manager. Should we change the name manually in the PCLawDocs folder in such cases? I am wondering what would happen if in future we get a matter from a client whose name was changed previously and I have to add emails/documents to the matter. Any thoughts would be appreciated.