In Clio Grow, notes let you 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 by keyword and expand a note to view its full text. This article shows you how to add, edit, duplicate, and delete notes.
Create and manage notes
Note: To sync notes created in Clio Grow to Clio Manage, click Update in Clio Manage from a converted matter or contact page in Clio Grow.
In Clio Grow you can add, edit, duplicate, and delete notes.
- Go to Contacts or Matters and click a contact's or matter's name.
- Select the Notes subtab.
- Click New note.
- Enter a subject and note body.
- Click Save note.
- Go to Contacts or Matters and click a contact's or matter's name.
- Find the note and in the Actions column, click Edit or click the down arrow and select Edit from the menu.
- Make your changes and click Update note.
- Go to Contacts or Matters and click a contact's or matter's name.
- Find the note and in the Actions column, click Duplicate or click the down arrow and select Duplicate from the menu.
- Make your changes and click Save note.
- Go to Contacts or Matters and click a contact's or matter's name.
- 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.
- Click Delete note to confirm the action.