KCS - How do I View Notes?

Objective:

  • Contacts Notes
  • Matter Notes
  • How to view Notes

Environment:

  • Clio Web App

Additional Information:

For further information on Notes, please see the following: 

Procedure:

  1. Select Matters or Contacts
  2. Locate the required information
  3. Select sub-tab Notes
  4. Filter information if required

 

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