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What information can be imported when creating a note?


  • Migrate Notes to Clio
  • Import Notes
  • Identify Fields for Importing Notes


  • Clio Web App
  • Clio Importer

Additional Information:

It's recommended to split Note files by Contact Notes and Matter Notes. The Matter Display Number or Contact name must match the Contact or Matter exactly.


The fields available for importing to Notes are:

  • Date dd/mm/yyyy
  • Note Subject Short name for the Note
  • Note Detail Body of the note- under 32,000 characters
  • Matter Number/Display Name matched exactly (for Matter Notes)
  • Contact First Name/Last Name OR Company Name matched exactly (for Contact notes)
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