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How to Locate a Matter Note


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


  • 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



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




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