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Can I Filter my Matter or Client Notes by a Date Range in Clio Manage?

Objective:

  • Filter Matter or Contact Notes by a Date Range
  • Export Notes in a Specific Date Range

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, filtering notes is not currently a part of Clio's current functionality. If you would like to add your vote to this feature request please feel free to call, chat or email in to Clio Support and we will be happy to assist you.

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