How to Create a Matter Note

Objective:

• Add notes to a Matter

Environment:

• Clio Manage 

Additional Information:

• How to Create a Matter Note with a Time Entry

Procedure: 

1. Navigate to the Matter
2. Click on the Notes tab
3. Click to New note on the upper right
4. Add Subject and Note details as applicable
5. Click Save note

If you would like to Create a Time Entry with your Note, please see the Additional Information section