In Clio Manage, you can use notes to record important details, updates, or reminders on a contact or matter, keeping key context visible to you and your team. From the Notes subtab in a contact or matter, you can filter the list of notes to show all notes (click the All quickfilter), only notes with recorded time (click the With time quickfilter), or only notes without recorded time (click the Without time quickfilter). You can use the Filter by keyword search bar for specific notes and click Columns to choose which columns to display in your list view of notes. At the bottom of the list of notes, you can toggle Expand rows to show full note text inline instead of truncating it.
This sections below show you how to add, edit, duplicate, delete, and print notes, export a list of notes, and add tracked time directly to a note.
Create and manage notes
In Clio Manage, you can add, edit, and delete notes. You can also add time to notes and print notes.
Tip: You can search for notes using content in the body or title of a note in the Clio Manage search bar.
- Go to Contacts or Matters and click a contact's or matter's name. You can also search for and select a contact or matter from the global search bar.
- Select the Notes subtab.
- Click New note.
- Enter the note details.
- Click Save note.
If you record time on the note, you will also have to complete the time entry modal after you save the note.
- Go to Contacts or Matters and click a contact's or matter's name. You can also search for and select a contact or matter from the global search bar.
- Select the Notes subtab.
- Find the note and in the Actions column, click Edit or click the down arrow and select Edit from the menu options.
- Make your changes and click Save note.
- Go to Contacts or Matters and click a contact's or matter's name. You can also search for and select a contact or matter from the global search bar.
- Select the Notes subtab.
- Find the note and in the Actions column, click Duplicate or click the down arrow and select Duplicate from the menu options.
- Make your changes and click Save note.
- Go to Contacts or Matters and click a contact's or matter's name. You can also search for and select a contact or matter from the global search bar.
- Select the Notes subtab.
- Find the note and in the Actions column, click Delete or click the down arrow and select Delete from the menu options.
- When the warning prompt appears, select Delete note.
- Go to Contacts or Matters and click a contact's or matter's name. You can also search for and select a contact or matter from the global search bar.
- Select the Notes subtab.
- Find the note and in the Actions column, click Print or click the down arrow and select Print from the menu options.
- Continue the print job on your computer.
You can log any time spent creating or editing notes in Clio by adding time to your note.
- Go to Contacts or Matters and click a contact's or matter's name. You can also search for and select a contact or matter from the global search bar.
- Select the Notes subtab.
- Find the note and in the Recorded time column, click Add time. You can also click the down arrow in the Actions column and select Add time from the menu options.
- This will open the time entry modal where you can record time.
Export list of notes
- Go to Contacts or Matters and click a contact's or matter's name. You can also search for and select a contact or matter from the global search bar.
- Select the Notes subtab.
- At the bottom of the list of notes, click Export.
- Select the output format and click Export.