Notes can be stored within a Matter. When a note is stored in a Matter, the note can be read by other account members. Notes are a great way to help go paperless.

Notes can be shown in the Notes list as an excerpt or as the full note. Set your preference for Notes display by editing your Profile.

To add an note to a Matter:

  • Switch to the Matters app using the app switcher links
  • Click a Matter record from the record list to open the Matter
  • Click the Notes tab in the Matter attributes panel
  • Click the Add button in the Matter/Notes toolbar
  • Enter the note text
  • Click the Save Changes button to save the record