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Can I Create a Note Without Associating it to a Matter?

Objective:

  • How do I create a note without adding a Matter or Contact? 
  • Can I create a note without selecting a Matter or Contact?

Environment:

  • Clio Manage

Additional Information:

  • For steps to create a note, click here

Answer:

Not at this time. You are only able to create a note if this is associated to a Matter or a Contact. 
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