Create Matter Note

To create a Matter Note, navigate to the Matter and click on the Notes tab of the Matter. There will be a blank note card at the top of the matter list.

Notes contain two fields which are described below.

• Date

  This is the date of the note which defaults to the current date. To back date a note to display the correct date of the last action that was taken click on the calendar icon to the right of the date field and select the relevant date.

• Text

  Add the note text by typing in the text box.

Click on the Save icon or use the shortcut keys Ctrl + Enter to save the note.