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How To Create Notes

Objective:

  • How to add notes to a Contact or Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the Matter or Contact
  2. Click the Notes subtab
  3. Click New Note
  4. Input the Subject, Note and Date 
  5. Click Save
  6. Click Add Time on the Note to add a Time Entry for this Note (Optional)
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