Notes & Private Comments
Keep the conversation where the work is
Comment directly on cases, tasks, contacts, and documents, with private comments for sensitive discussions, @mentions that notify the right person, and a timestamped audit trail.
In Context, Not in Email
Your team’s discussion lives on the case, not in an inbox
Comment on everything: cases, tasks, contacts, documents
Every case, task, contact, and document has its own Private Discussion: a comment thread right on the record, so the conversation stays in context instead of buried in an email thread.
Open a case and see every comment connected to it
Comments don’t just sit on the one record you left them on. Open a case and the comments from its lead, its tasks, and the clients on it all gather in one place: the whole discussion across every related record. The same holds when you open a lead.
- A case gathers the comments from its lead, tasks, and clients
- A lead gathers the comments across all of its tasks and clients
Private comments for sensitive discussions
Some conversations shouldn’t be visible to the whole team. Restrict a comment’s visibility to selected people, for sensitive case strategy, personnel issues, or confidential client notes only certain attorneys should see.
@mentions that get attention
Need a specific person to weigh in? @mention them and they’re notified. No more hoping someone sees your email or remembers to check a case. The right person is alerted at the right time.
A timestamped audit trail you can trust
Every comment is timestamped and attributed to its author, building a complete record of internal discussion. When you need to know who said what and when, for case review or malpractice defense, it’s there.
Switching is the hard part.We bring your data over, and we never lock it in.
One platform for your entire practice
Cases, billing, trust accounting, marketing, intake, payments, and reporting: all included, built exclusively for firms of 1–10 attorneys who run the whole business, not just the cases.
Free to start. No credit card required.