This article may be out of date!
Visit the New Knowledge Center

Can Notes Transfer Between Matters or Contacts?


  • To move or switch Notes from Contact to Contact or Matter to Matter
  • Can I move Notes from a Matter to a Contact?
  • Transfer Notes
  • Can I Move Notes from a Contact to a Matter?


  • Clio Manage

Additional Information:



No, Notes are unable to be moved to another Contact or Matter.

Notes can only be exported. They can also be imported into another Matter or Contact, but the original note will stay in the original Matter or Contact.

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