All features

Case Notes

Add timestamped notes to any case — track developments, strategy, internal memos, and follow-up actions.

Key capabilities

Capture internal notes, updates, and important matter history.

Per-case notes

Add notes directly to any case from the case workspace. Track case developments, strategy discussions, client instructions, and internal memos.

Chronological history

Notes are timestamped and displayed chronologically so you have a clear record of when things were noted and by whom.

Quick-add from workspace

Add notes without leaving the case workspace. The notes tab is always one click away alongside documents, deadlines, and tasks.

Searchable

Search across all notes in your workspace to find case developments, strategy notes, or follow-up actions.

What's included

Rich text notes per case
Chronological note history
Quick-add from case workspace
Search across all notes
Timestamped entries
Per-user attribution

Ready to try case notes?

Start free — unlimited users, all modules included.

Start free