All Notes

The All Notes window lists all the name and matter notes. It lets you manage all name and matter notes, independent of the attached name or matter.

TIP: Many attorneys and administrators like to review the All Notes window at the end of the day to check on what has or has not been billed.

To open the window, select Notes > Browse all Notes.

From this window, you can do any of the following:

• Highlight a note and click Go to and then select an option to open the linked name or matter.

• Use the search bar to find specific text in a note.

• Add or edit a note.

• Delete a note.

• Print a note.

• Bill for a note.

• Email name and matter notes.