Manage Notes

You can use the free-flowing Notes area to document client and prospect conversation or include matter notes to a colleague.

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From Matters

Add a Note

To add a note:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter, or single-click it, and then from the toolbar, click Details.
  3. From the Matter Details left navigation, click Notes.
  4. On the Notes screen, from the toolbar, click Add.
  5. On the Add Note screen, from the Date field’s drop-down, click the date. This will default to today’s date.
  6. In the Subject field, enter the note subject.
  7. In the Note field, enter your notes.
  8. Check the Share via Client Portal box, if applicable and desired.
  9. From the Billing Status field’s drop-down, click the applicable status.
  10. In the Note Color field, click a color to apply to the note.
  11. Under Custom Labels, click Add New Label and click a label from the drop-down, if desired. You can add multiple labels to a note.
  12. In the lower right corner, click Save.
    The system adds the note to the listing.

Edit a Note

To edit a note:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter, or single-click it, and then from the toolbar, click Details.
  3. From the Matter Details left navigation, click Notes.
  4. On the Notes screen, double-click the note, or single-click it to highlight it, and then from the toolbar, click Edit.
  5. On the Edit Note screen, edit the note.
  6. In the lower right corner, click Save.
    The system saves your changes.

Delete a Note

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter, or single-click it, and then from the toolbar, click Details.
  3. From the Matter Details left navigation, click Notes.
  4. On the Notes screen, single-click the note to highlight it, and the from the toolbar, click Delete.
    The Delete Note message box reads: Are you sure you want to delete selected Note?
  5. Click Yes.
    The system deletes the note.

From Activities

Add a Note

To add a note:

  1. From the left navigation panel, click Activities.
  2. From the Activities left navigation, click Notes.
  3. On the Notes screen, from the toolbar, click Add.
  4. On the Add Note screen, in the Client-Matter field, enter the client or matter name, if desired.
    The drop-down displays potential matches.

    Note

    Notes you add through Activities do not have to be associated with a matter.

  5. Click the appropriate matter.
    The name populates the field. 
  6. From the Date field’s drop-down, click the date. This will default to today’s date.
  7. In the Subject field, enter the note subject.
  8. In the Note field, enter your notes.
  9. Check the Share via Client Portal box, if applicable and desired.
  10. From the Billing Status field’s drop-down, click the applicable status.
  11. In the Note Color field, click a color to apply to the note.
  12. Under Custom Labels, click Add New Label and click a label from the drop-down, if desired. You can add multiple labels to a note.
  13. In the lower right corner, click Save.
    The system adds the note to the listing.

Edit a Note

To edit a note:

  1. From the left navigation panel, click Activities.
  2. From the Activities left navigation, click Notes.
  3. On the Notes screen, double-click the note, or single-click it to highlight it, and then from the toolbar, click Edit.
  4. On the Edit Note screen, make your edits to the note.
  5. In the lower right corner, click Save.
    The system saves your changes.

Delete a Note

  1. From the left navigation panel, click Activities.
  2. From the Activities left navigation, click Notes.
  3. On the Notes screen, single-click the note to highlight it, and from the toolbar, click Delete.
    The Delete Note message box reads: Are you sure you want to delete the selected Note?
  4. Click Yes.
    The system deletes the note.
Updated on April 18, 2022

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