Notes are a simple way to capture context on a matter — strategy, instructions, a call summary, or anything your team should know.
Add a note
Open the case and go to the Notes tab.
Write your note and save it.
It's stored with the case and visible to your team.
🖼️ Image slot — The Notes tab on a case with a saved note.
Good to know
Notes are for your firm's internal use and are not shown to clients in the Client Portal.
Use tasks instead when something needs to be done by a certain date — see Managing tasks.