Objective:
- How do I create Notes on a Matter in Clio Grow?
- How do I add Notes to a Matter on Grow?
- How do I include a Note to a Matter on Clio Grow?
Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
- Go to the desired matter's page
- Click on the "Notes" tab
- Enter the note subject
- Input the note body
- Format the note as needed
- Click “Add Note”