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Can Smith.Ai Transfer Communication Notes to a Contact Instead of a Matter?

Question:

  • Can Smith.Ai transfer notes automatically to contact notes if there is no active matter?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

Currently, Smith.AI can only transfer Communication Notes to a Matter. Please reach out to Smith.Ai support to request this feature at support@smith.ai

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