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

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