Understanding the distinction helps streamline your workflow and keeps your files organised.
File Notes
Purpose: Internal notes and memos about the matter — quick, timestamped records of what happened and when.
Where to Find Them:
- Bottom left menu: “Quick File Notes” (next to Quick Timesheets)
- Inside each file: “File Notes” tab
- Dashboard view: Top tab for “File Notes & Timesheets”
Key Features:
- Timestamp auto-inserts
- Author auto-filled
- Voice-to-text compatible
- AI polish/formatting add-ins available
- Clean file note presentation
- Fully searchable
- Designed for speed and clarity, without breaking your workflow
Why Lawyers Use File Notes:
To protect their time, record key events, and reduce risk. File notes are a critical part of a defensible legal record and a lawyer’s best friend in hindsight.
Documents
Purpose: All the external, formal material related to a matter — what’s shared, filed, or sent.
What’s Included:
- Letters
- Court forms and submissions
- Emails
- Leases, wills, and other legal templates
- PDFs, Word docs, Excel sheets, etc.
Where to Find Them:
- Inside the file: “Documents” tab
- Main menu (left side): “Documents”
Smart Tools Built In:
- Auto-generated from templates
- Court forms pre-filled with matter data
- Built-in Lexon and nationwide court templates
- Time-saving letter and document automation
Tip: Use categories (e.g. Drafts, Correspondence, Court Documents) to keep Documents organised.
