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:
Related Articles
How can I attach legal research to a matter?
Steps for attaching legal research to a matter in MatterSuite legal software: Click on Matter > Case > Legal Research > Add Legal Research. 1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add the legal ...How do I link a task to a matter or client?
Open the Tasks module. Click Add Task or open an existing task for editing. In the task creation window, fill in the task details (title, description, priority, due date, etc.). Find the field labeled Link to Matter (or Linked Matter/Client). Click ...Sharing a Matter with External Legal Professionals (Co-Counsel Guide)
A Co-Counsel is an external legal professional, such as an outside attorney or a specialized expert, that you bring into a specific matter to work alongside you. They only get controlled access to the documents, tasks, and information you choose to ...How can I attach my previous legal research to this case?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add the legal research. 3. Go to the Legal Research tab and click on the Attach Legal Research button. 4. Select the legal research from the case and click ...How to add a new motion in the Matter?
Go to the Matters section. Select the Matter where you want to add the motion. Open the LawSuite tab and click on the Motions section. Choose your motion type, fill in the details, and click Save. Refer to the image below .