Keep law firm meeting notes filed to the right matter

Managing members lose meeting notes across inboxes and drives, risking incomplete matter files and client trust. Filing notes and docs to the correct matter gives attorneys complete records quickly.

Overview

Missed or scattered meeting records put matter completeness and client trust at risk. This workflow files notes and uploads attachments to the correct matter, eliminating lost records and giving attorneys fast access to complete case history. Practice leaders gain consistent recordkeeping and fewer missing documents during case work.

Notable Features

Attach notes to the matter
Upload meeting documents to matter
Notify attorneys and practice staff