The ability to take notes is one of the simplest, yet most useful features in Lexicata. There are so many details to keep track of during your daily work, and our notes feature gives you an easy way to jot down this information and store it securely.
Best of all, our notes are searchable using our universal search feature, meaning you can always look up the information in your notes later to quickly retrieve a related contact or matter, or perform a conflicts check.
What Goes into a Note
A note consists of a subject line and a body.
The subject line is meant to be a quick overview of what the note is about, and the body is meant to contain all the actual information of the note.
For example, you might input “Consultation Notes” for the subject line in order to quickly remind yourself and other users what the note is regarding. The actual notes and information you jot down during the consultation would be saved into the note body.
The subject line is just plain text, but the body can be formatted with bold text, italics, underlines, bullet points, or numbers, giving you more control over the appearance and making it easier to structure the information in a readable way.
Matter Notes vs. Contact Notes
The most important concept to understand about notes in Lexicata is that there are two different types of notes: Matter Notes and Contact Notes.
Both kinds of notes function exactly the same way, but the only difference is how the note relates to other items in your account.
If you are on a matter page when you create a note, the note will be linked to that matter, not to any of the contacts who are also linked to that matter.
If you are on the contact page when you create a note, the note will be linked to that contact, not to any matters which that contact may be associated with.
This should seem fairly obvious, but it’s important that you are always aware of where you are when creating a note, and that you know how your notes relate to other data in your account in order to avoid any confusion.
As mentioned above, notes are linked to a particular contact or matter. So first navigate to the corresponding person or matter page in order to create a note.
You can create matter notes by going to the Notes tab on any matter page.
Matter notes are meant to be used to input information related to a specific case or legal issue. The notes will be linked to that matter, and they will be shown under the “Notes” tab on the matter page.
You can create contact notes by going to the Notes tab on any contact page.
Contact notes are meant to be used to input information related to an actual person or company, not their legal issue or matter. The notes will be linked to that contact, and they will be shown under the “Notes” tab on the contact page. They will not be displayed on any matter.
You can always go back and make changes to your notes later if necessary by simply viewing the note on the associated contact or matter page, and clicking the Edit button.
Notes in the Timeline
Another handy feature about notes is that you can see exactly when a note was added, and by which user, from the Timeline under any contact or matter.
Connecting Notes to Clio
If you are a Clio user, all your notes in Lexicata can be synced seamlessly into your Clio account.
Whenever you export a contact and/or matter to Clio, the notes will be created automatically in Clio and linked to the corresponding contact or matter that gets created.
Lexicata sends both the note subject and the body, however the formatting will not be able to transfer because Clio does not currently support formatted notes.
Learn more in our Clio Integration Feature Guide.
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