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How to Export Notes for a Single Matter or Contact

Objective:

  • How to export all Matter Notes so you can print them
  • How to export Matter Notes as a PDF
  • Export Contact Notes

Environment:

  • Clio Manage

Additional Information:

  • If you would like to export Notes for All Matters/Contacts click here
  • If you would like to print Notes click here

Procedure:

  1. Open the appropriate Matter or Contact
  2. Select the Notes sub-tab
  3. Select Export on the bottom of the page
  4. Select the Output Format
  5. Select Export

 

 

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