How can I add personal notes in legal research in the matter module? - MatterSuite

How can I add personal notes in legal research in the matter module?

1. Click on the Matters tab present on the nap bar.



2. Select the matter for which you want to delete the legal research.



3. Click on the Legal Research tab, appearing on the right side of your screen.


4. Click on the + Attach Legal Research button or click on the edit button present in front of the existing legal research. A note box appears below the legal research name, add the personal notes, and click on the Attach or Save button.

If you want to add note in new legal research.


If you want to add note in existing legal research:



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