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If I Add a Time Entry to a Matter Note, Will the Client Be Able to See the Contents of the Notes on the Invoice?

Objective:

  • If I add a Time Entry to a Matter Note, will the Client be able to see the contents of the Notes on the Invoice?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, the line item on the Invoice will only show the Subject of the Note, not the Note itself. 

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