Adding Notes to a Matter

The Note button is used to add a note directly to a matter. When you click this button, the New Note panel opens. This panel allows you to save important information related to the case, such as reminders, updates, observations, client instructions, internal comments, or any other details that should be kept with the matter record. Notes can be used for your own reference or shared with other users who are working on the same matter, depending on the permission settings you choose.

To learn how to create a note, please visit Creating a Note in RunSensible.