The 2020 Legal Trends Report is now available. Get the latest insights here.

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”
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