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

Answer:

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