Collect eCheck and card payments directly through Clio. Find out how.

How to Locate a Matter Note

Objective:

  • How do I view Matter Notes?
  • I can't find Matter Notes
  • Why can't I see my Matter Notes?

Environment:

  • Clio Manage

Additional Information:

  • Matter notes may have been saved at the Contact level. Please pay attention to the "Filed note to..." section of a New note, as it is possible to create a note from within the Notes sub-tab at the Matter level and file it to the Notes sub-tab of a Contact

Screen_Shot_2021-07-22_at_2.16.36_PM.png

Answer:

  1. Click on Matter
  2. Click on Notes sub-tab
  3. Ensure Filter on the far-left is set to All

Screen_Shot_2021-04-13_at_11.13.48_AM.png

 

 

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