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The Notes tab

The Notes tab

The Notes tab collects the meeting notes captured for this case — quick notes, meeting transcripts, and pre-consult notes — in one searchable list. It’s the same notes system used across the firm, filtered down to this case.

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The Notes List

Each note shows its date, its type (Quick Note, an AutoNoteTaker transcript, or a Pre-Consult note), and a subject with a short preview. You can search the notes, filter by type, and sort newest or oldest. Clicking a note expands it to show the full text.

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Adding, Editing, and Deleting

The + Add Note button opens the firm’s Quick Capture tool, where you record the note and tie it to this case. To edit a note, click the pencil — you can revise the note’s text inline and save. The trash icon deletes a note after a confirmation; deleted notes are removed from the case but stay in the audit log. When there are no notes yet, the tab points you to the Quick Capture button in the toolbar to record the first one.