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Can I Duplicate a Note and Paste to a Different Client or Matter?

Objective:

  • Duplicate a Note and paste to a different Client or Matter
  • Quickly copy a note to a different Contact

Environment:

  • Clio Manage

Additional Information:

Answer:

No, not at this time.  They must be copied from the original notes and pasted into the new notes within the different Matter.
If you would like to see this feature in the future, please relay your feedback to Clio Support via email, phone and live chat. 

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