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Can I Transfer Notes to a Different Matter?

Objective:

  • To determine if a Note can be moved from one Matter to another 
  • How to transfer one Note in a Matter to another Matter

Environment:

  • Clio Manage

Additional Information:

Answer:

No, not at this time.  They must be copied from the original notes and pasted into the new notes within the different Matter.

If you would like to see this feature in the future, please relay your feedback to Clio Support via email, phone and live chat. 

 

 

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