KCS - Can I Share Notes with a Client?

Objective:

  • Share Matter Notes
  • Share Contact Notes via Clio Connect

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

You cannot share individual Contact or Matter Notes.

In order to share the Notes on a Matter, you would have to share the entire Matter via Clio Connect which includes additional information such as the Matter Details page, Client information, Related Contacts, Communications, and Time on top of notes.

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