Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

Can I set up Custom Note Templates?

Objective:

  • Can I create custom Note Templates?

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

n/a

Answer:

Not at this time. However, this has been submitted to our Development Team for future consideration.

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