TypeWhat it recordsEmailInbound and outbound emails linked to the matterPhone CallCalls with clients, counsel, and other partiesMeetingIn-person and virtual meetingsFile NoteAny other note that should be on the file (instructions, advice given, decisions ...
Go to Communications in the left sidebar for a firm-wide view. To see communications for a specific matter, open the matter and go to the Communications tab.Filter by:Communication typeDate rangeDirection (inbound/outbound)ImportanceTags
Go to Communications and click New Email Log, or go to the matter's Communications tab.Fill in:Matter — which matter this email relates toSubjectDate and time of the emailDirection — Inbound (from client/third party) or Outbound (sent by you)Summary — a b ...
Go to Communications and click New Phone Call.Fill in:MatterDate and time of the callDirection — Inbound or OutboundDuration (minutes)Summary — what was discussedOptional:Mark as billable — creates a time entry for the call durationMark as confidential/pr ...
Go to Communications and click New Meeting.Fill in:MatterDate and timeDurationLocation or meeting platformAttendees — select from your contacts listSummary — notes on what was discussed or decidedOptional:Billable — creates a linked time entryClick Save.
File notes are the catch-all for anything that should be on the file — advice given verbally, instructions received, decisions made, concerns noted.Go to the matter's Communications tab.Click New File Note.Fill in:Date and timeSubjectContent — detailed no ...
Confidential — communication is restricted to assigned matter users onlyPrivileged — legal professional privilege applies to this communicationBoth flags restrict access to the communication record. Only users with specific access can view flagged items.
You can mark a communication (call, meeting, email) as billable. When you do, CaseConnect can create a linked time entry automatically:When saving the communication, tick Billable.Enter the duration (for calls and meetings, this is auto-filled).CaseConnec ...
Add tags to communications to help with filtering and retrieval — for example: "Instructions", "Advice Given", "Without Prejudice", "Court", "Completion".
The Communications tab on a matter shows a chronological timeline of all logged communications — emails, calls, meetings, and file notes — giving a complete picture of the matter's communication history.
Log promptly: The value of a communication log depends on it being complete and up to date. Log calls and meetings the same day, while the details are fresh.File notes for verbal advice: Any significant advice given verbally (in person or by phone) should ...