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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.

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In Context

Your team’s discussion lives on the case, not in an inbox

When the conversation about a case happens in email and chat, it’s gone the moment you need it. Here, comments live on the case, task, or document they’re about, so the context is always attached to the work, and the whole thread is one timestamped record. Stop reconstructing decisions from email threads.

  • 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.

  • 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. And private comments are internal commentary, kept separate from the case record: what belongs in the record goes in Notes & Attachments.

  • @mentions that get attention

    Need a specific person to weigh in? @mention them and they’re notified, so the request reaches them without another email.

  • A timestamped audit trail

    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, it’s there.

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Switching is the hard part.We bring your data over, and it stays yours to take with you.

One platform for your entire practice

Cases, billing, trust accounting, marketing, intake, payments, and reporting, plus secure hosting for your firm’s email and website: all under one roof, built exclusively for firms of 1–10 attorneys. No major practice management vendor hosts your email and website too.

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