KCS - Why Can't I Locate a Note I Created?

Objective:

  • Locating a missing note
  • I can't find a note in Clio

Environment:

  • Clio Web App

Additional Information:

  • Once deleted, a Note cannot be located in the Recovery Bin.

Answer:

  • You can input Notes at the Matter level and the Contact level.
  • If you can't locate the Note in the Matter, open the Contact associated to the Matter and search the Notes tab.
  • If the Note is not appearing within the Contact, open the Matter associated and search the Notes tab.
  • The creation or removal of a matter note can be seen in the matter timeline.
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