Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How To Create Notes


  • How to add notes to a Contact or Matter


  • Clio Manage

Additional Information:



  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)
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