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Can a Note be Emailed?

Question:

  • Can I email a note to another user?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time. If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

A workaround would be the following:

  1. Go to Matter
  2. Select the Notes tab
  3. Click the dropdown arrow beside the Edit button
  4. Select Print
  5. Under Destination select 'Save as PDF'
  6. Select 'Print'
  7. Save the Note as a PDF
  8. Attach this Note to your e-mail and send to the Contact

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