Can I add non-Matter related Notes?

  • Updated
Notes can be created and related to a lead or client from the Quick Add menu.

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We suggest creating a Matter either for referrals or internal firm purposes to act as a catch-all. 
 
Alternatively, you can create a Matter for a referral and set the status to be "Pending", as seen below. This way, you can keep all of the information in one place.

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