KCS - Can Notes Transfer Between Matters or Contacts?

Objective:

  • 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?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

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.

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