Notes, communications & documents
Keep notes, log emails and calls, and file documents on matters and contacts.
NotesNotes record what happened on a matter or with a contact: a call, a meeting, a decision. Each matter and contact has a Notes tab, newest first by the date the note is about.CommunicationsThe Communications tab on a matter or contact is a log of your contact with people: emails, phone calls, text messages and client portal messages.DocumentsEach matter and contact has a Documents tab for its files: pleadings, contracts, correspondence, evidence. Every document keeps all its versions.AttachmentsNotes, tasks and communications can carry attachments: a receipt, an email you saved, a photo.
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