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Can I Add Internal Notes to Activity Entries That Won't Display on Bills?

Objective:

  • Create internal notes detailing information regarding activity entries that won't be shared with clients

Environment:

  • Clio Manage

Additional Information:

Answer:

Currently, this is not a feature in Clio. If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know. 

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