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 transfer Notes to a Different Matter?


  • to determine if a Note can be moved from one Matter to another. 


  • Clio Web App

Additional Information:



No, not at this time.  They must be copied and pasted into the new Matter. 

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