Action Chaining: New Notes

Modified on Tue, 23 May 2023 at 11:41 AM

Faster Lawcademy: Video Tutorial 6.5.3
The following is a video tutorial.  For the best experience, click the "Full Screen" button while watching this video.

 

Create a New Note from Faster Suite

We can create more from the Faster Ribbon than just time and expense entries, let’s learn how to create a new note.

We’ll start by going to New on the Faster Ribbon and select Note.

In the window that appears, we can type a subject and description for our note, then optionally select a date or leave the date field blank to automatically use today’s date.

Next we’ll select a matter to save to and click Save in the bottom right to create the new note in Clio.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article