Adding a ‘Quick Note’ to a Case

To add a ‘Quick Note’ to a case, first click on the ‘Case/Retainer Info’ tab

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Once you are at the ‘Case/Retainer Info’ tab, click on the “Extra info” button – along the bottom toolbar.

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The ‘Extra Info’ window is where you would type in your ‘Quick Note’

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Close the door and your note is automatically saved. Each time you now go in to that case, a pop-up box will appear with your ‘Quick Note.’ Think of the Quick Note feature as a virtual Post-it® note.

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