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.
- 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".
