San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How To Create Notes


  • How to add notes to a Matter


  • Clio Web App
  • Matters 
  • Notes

Additional Information:



  1. Go to the Matter or Contact
  2. Click Notes  
  3. Click New Note
  4. Input the Subject and Note 
  5. Click Save
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