Case Notes

Case Notes

Case Notes is a feature in My Legal Software which compiles client communications into several sections: Case Notes, Strategy, Summary, Case Reassignment History, Call Logs, Notify Client, Client Emails, Client Chats.

The format enables users to simply follow and handle all the critical details and discussions pertaining to a case.

The Case Notes section is a single point of contact for all communication, strategic thinking, and key information pertaining to the case. Its main functions are:

 

  • Documentation: To document all information regarding the case.
  • Collaboration: To enable different users to input and exchange information.
  • Communication: To help with communication between the team and the client.
  • Tracking Progress: To monitor the case’s progress and modification in approach.
  • Reference: To offer an easy and simple means of referring to relevant information.

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