Who can use this feature?
👤 Available to Organization Administrators, In-House Legal, and Contributor users with Full Matter Access.
Why use Legal notes?
Legal notes centralize legal context directly within each matter, enabling your legal team to easily record and retrieve decisions, reasoning, and updates - all without switching tools or digging through separate files. This means:
No critical information is lost during handovers
Legal decisions are easy to locate and understand
Teams move faster with complete, in-context visibility
Legal Notes are available as a dedicated tab in the matter and also appear in the Matter Details view.
Notes are only available to those users who have full access to the matter.
This means that business users cannot see matter notes.
How to add a note
Go to the Notes tab within your matter.
Click “Add a note to this matter.”
Write your note. You can:
Format text (bold, italics, bullet points)
Add a link to external sources like contracts, files, or external websites.
Attach documents from your local device
Decide if you want to post it as a Status Update to broadcast a progress update to all members.
After posting, use the ellipses menu (⋯) to:
Edit your note to make further changes.
Post it as a Status Update. When you do this, the matter owner, matter manager and all members are automatically notified.
Delete it.
Smart Summarization
If your workspace has Workspace Intelligence Standard enabled, you can also generate AI-powered summaries of your notes with a single click - perfect for quick reviews and handovers.
The summary covers all notes on the matter, so you don't need to sift through each one individually.
Who can see the notes on a matter?
Notes are visible to anyone with full access to the matter.
However, only the author of a note can edit or delete it.
Are notes available on contracts as well?
Not at the moment, but we’d love to hear your feedback. Please share your request with your account manager or through the Support button—your input helps us prioritize future improvements.
🚀 Coming Soon!
Legal Notes will soon integrate with even more tools to support reporting, automation, and onboarding:
Matter Exports - Include notes in PDF/CSV exports for reporting and documentation
Insights Connect - Sync notes to analytics dashboards
Public API & Automation Tools - Use notes in workflows with tools like PPC and Workato
Matter Import - Bring in notes as part of seamless onboarding or data migration