Does your firm need to work from home due to COVID-19? Check out these key resources.

How to Add a Note to a Contact in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired contact’s page
  2. Click the Notes tab
  3. Input a note subject
  4. Enter the body of the note
  5. Use the formatting tools to format the note if necessary
  6. Click Add Note when finished
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