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Personal Note-Read Note

Add a private note regarding the matter record.

The Personal Note hyperlink in the Matter Navigation Bar allows users to add a private note regarding the matter record. No one else is able to see a note that you’ve added.

Personal Note

Type your information into the "Subject" and "Note" text fields, indicate whether you’d like a follow-up reminder and if so, when (click the calendar icon icon to select a date). Then, click Save Note.

To access your personal notes and view follow-up reminders:

  1. Select the Messages tab in the top navigation bar.
  2. Click My Notes.
    1. Additional personal notes may also be added here.
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