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How Do I Add Notes To a Contact?

Objective:

  • How do I Add Notes to a Company?
  • Can I add Notes to a Client?
  • How do I Add Notes to a Contact?

Environment:

  • Clio Manage

Additional Information:

  • Contact notes may have been saved at the Matter level. Please pay attention to the "Filed note to..." section of a New note, as it is possible to create a note from within the Notes sub-tab at the Contact level and file it to the Notes sub-tab of a Matter.

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Procedure:

  1. Navigate to the Contact
  2. Click on the Notes sub-tab
  3. Click the blue New note on the upper right
  4. Add Subject and Note details as applicable
  5. Make sure Contact is selected under the File note to... section
  6. Fill in the Date and Recorded time, if needed
  7. Click Save note

 

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