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
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