How to Add Notes to a Matter in Clio Grow

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:

1. Go to the desired matter's page
2. Click on the "Notes" tab
3. Enter the note subject
4. Input the note body
5. Format the note as needed
6. Click “Add Note”