San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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 Web App

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

 

 

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