What’s the difference between File Notes and Documents

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.