Each Legaler meeting has a notes tab allowing users to record meeting notes privately. Here are a few things you should know
All entries are private to you, unless you activate sharing. Your colleagues, and clients cannot access this data without your authorization
There is no need to worry about saving before moving to another task. Your notes are saved automatically in realtime.
To share a note with another user simply select the blank space next to your avatar and start typing the name of the person you wish to share it with
Notes may be associated with a Matters. If you have activated the Clio integration and synced your matters you will see your Clio matters here