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How do I Edit a Matter Note?

Objective:

  • To change a Note that already exists in Clio
  • Make changes to Matter Note

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

  1. Click on the Matters tab from the navigation bar
  2. Select the desired Matter
  3. Click on the Notes tab within the Matter
  4. Under Actions select Edit
  5. Make changes and Save Note
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