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.
Delete a note
On the Notes tab, find the note you want to remove.
Select the Delete note (trash) button on the note.
Confirm when asked. Deleting a note can't be undone.
Any member of your firm can delete a note. AI-generated notes can be deleted too — removing one un-pins it from the case but leaves the linked conversation reachable from the AI Chat sidebar.
Good to know
Notes are for your firm's internal use and are not shown to clients in the Client Portal.
Your most recent note appears in the Latest Note column on the Cases list — where you can sort by it — and is included in the cases CSV export, so you can scan context without opening each case.
Use tasks instead when something needs to be done by a certain date — see Managing tasks.