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

This feature can be accessed through Activities, or directly in the details of a matter. Either way, notes must be linked to a matter.

  • Start at the 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, start at 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".