How to Use Matter Notes

This area is for free-flowing notes. Perhaps a client/prospect conversation, or just a note to a colleague on the matter.


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Step by Step Instructions

This feature can be accessed through Activities, or directly in the details of a matter. Notes must always be connected to a matter

Go to Activities page.

Click the “Notes” tab.

Click “Add”

Begin entering the client and/or matter as the drop-down choices appear based on what you enter. This information is required for the entered notes to be saved.

Enter the subject, notes, billing status, note color and custom label if necessary.

After the correct information has been entered, click “Save”.

If you wish to enter notes from the matter, go to the Matter page.

Highlight the requested matter.

Click “Details”

Click the “Notes” tab

Click “Add”

The “Client-Matter” field will be automatically filled in.

Enter the subject, notes, billing status, note color, and custom label if necessary.

Share via Client Portal – Check this to share matter note with client

After the correct information has been entered, click “Save”.

Updated on June 7, 2018

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