The notes section was intended to remove the yellow notepads and sticky note pads from your practice, helping to keep you better organized and your clients’ confidential information more secure. Notes are a faster and simpler way to quickly jot down information and associate with a matter within your CARET Legal account. The feature is great for client meetings and research.
Bonus Tip: After giving your note a title place your courser in the note text space and dictate! How you turn on your microphone will vary by device so check your settings. Notes and the ability to dictate are also available through the CARET Legal Mobile App.