This article will instruct you where to go to view all of the notes that have been linked to a particular client/contact.

OVERVIEW

Open the Contact Details Page for the client/contact you'd like to view notes for.

Click the Notes tab (pictured below). You will be taken to a list of all the notes that have been linked to the client/contact.

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Notes can be printed by clicking the 'Print' icon.
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​*Click here to learn how to view notes for a Case.
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Notes are only available to firm users (attorneys, paralegals and staff). They cannot be shared with any clients or contacts outside of the law firm. Therefore, there is no risk of accidentally sharing notes with clients.