Matter notes are very easy to add to any matter. They make the perfect solution when you need to add a quick text to a matter in a heartbeat. You simply press the Create new button and select Note.



Then you will see a modal window where you can start typing your note. You can use all kinds of rich text features such as bold, italic, bullet lists, links and more.



Once the note is saved it shows up on the matter timeline.



Add note within the matter

You can also adda note when you are in the matter in question. Then simply start typing in the field at the top of the timeline.



Pin note to top

It is very convenient to add notes to a matter right after you create it to keep track of details regarding the matter. Then you can create a note with details and pin it to the top so it remains at the top of the timeline as long as you wish.