Note Management

Fed up of creating paper notes that have poor use in the future, let alone managing the templates, then Note Management is your answer.

The Note Management tool is a simple but effective way of replacing your paper based notes with a "line by line" equivalent all stored chronologically against the matter.  Each note loads as a "template" but the text is data rather than text in a word document. This effectively helps manage the content richly and when used with the Client Portal provides an excellent online client experience.