Public & Private Notes

The Notes section allows you to add key observations, updates, clarifications, or contextual commentary directly to an invoice.
To add a note:
  1. Navigate to the Matters section from the left-hand menu.
  2. Open any specific matter by clicking its title.
  3. Select the Details tab in the matter’s top menu bar.
  4. Click on the Notes tab located on the right panel.
  5. Use the text editor to enter your note. You can apply basic formatting (bold, italic, bullet list) to structure your message clearly.
  6. Choose visibility:
    • Public (Default): The note is visible to everyone within the legal team.
    • Private: Check the Mark as Private option to restrict visibility only to you.
  7. Click the Add button to save your note.
Editing & Deleting notes:
  1. You can edit or delete any note you’ve authored by hovering over it to reveal the action icons.