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Can I Create a Private Note on a Shared Matter?

Objective:

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

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • n/a

Answer:

There is currently no way to do this.  We recommend making notes at the Contact level instead, as it will not appear for the other party on a shared Matter.

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