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Create searchable case notes in a central team table

Create searchable case notes in a central team table

Your case notes arrive unstructured, leaving attorneys without searchable context for client matters. Store notes in a central table so case teams find context and act the same day.

Create searchable case notes in a central team table

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Overview

Free up attorneys from hunting through unstructured notes by centralizing cleaned case notes into a searchable team table. This flow captures and previews new notes so case managers and attorneys find context and act the same day.

Create searchable case notes in a central team table