Writing a File Note

File notes are the catch-all for anything that should be on the file — advice given verbally, instructions received, decisions made, concerns noted.

1. Go to the matter's Communications tab.

2. Click New File Note.

3. Fill in:

   • Date and time

   • Subject

   • Content — detailed note

4. Optional:

   • Confidential/Privileged — restricts visibility

5. Click Save.