Private Case Documentation

Keep Notes Right Where
They Belong: In The Case

6 note types for every situation. Private by default. Organized by case. Searchable instantly.

6 Note Types For Every Situation

Organize notes by category for easy filtering and retrieval

Court Hearings

Document what happened at hearings, rulings, judge's comments, and next steps. Keep a chronological record of all court appearances.

Client Calls

Log client conversations, phone calls, and meetings. Track what was discussed, decisions made, and action items assigned.

Case Strategy

Document strategic thinking, settlement approaches, negotiation tactics, and overall case direction. Private internal notes.

Discovery

Track discovery progress, document gaps, evidence found, and witness statements. Organize findings by discovery type.

Legal Research

Save case law findings, statute notes, and legal analysis. Link to research sources and document legal arguments.

General

Catch-all for miscellaneous notes, observations, reminders, and anything that doesn't fit other categories.

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Internal Notes Stay Internal

All notes are marked "Internal" by default. Only your legal team can see them—never visible to clients or opposing counsel.

Private by Default

All notes are internal-only unless you explicitly change it

Team Visibility

Entire legal team on the case can view and collaborate

Author Attribution

Every note shows who wrote it and when

Edit History

Track when notes were created and last updated

Case Strategy Note
INTERNAL

Settlement Strategy

Client is willing to accept 60/40 property split if spouse agrees to joint custody with no child support. This is our bottom line—don't reveal in mediation unless necessary.

Attorney JohnsonUpdated 2 hours ago

Not visible to clients or opposing counsel

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Case StrategyAll NotesRecent

Settlement Strategy

Updated 2 hours ago - Case Strategy

Mediation Preparation

Updated yesterday - General

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