Client – Notes

Purpose & Benefit: Attorneys should keep notes under the Client if there is any information that can later serve as part of the case with the understanding that these notes might be discoverable when needed.

VIDEO:

Any client specific notes can be added here:

  • Select Clients & Matters under the Clients tab, and select the name of the desired client.

 

  • Select the Notes tab.

  • Enter some note description in the Note edit box.

 

  • Click Save.

 

  • Click the Edit link against the desired note to edit it.

 

  • Click the Delete link against the desired note to delete it.

 

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