Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Can I Create a Private Note on a Shared Matter?


  • Can I create a private note on a Matter that is shared by Clio Connect?


  • Clio Web App
  • Clio Connect

Additional Information:



There is currently no way to do this at the Matter level—we recommend making notes at the Contact level instead.

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