OVERVIEW
This article will instruct you where to go to view all of the notes that have been linked to a particular client/contact.
Following along in MyCase is recommended as you read the steps:
Viewing Notes for a Client/Contact
Navigate to the client's contact page by either clicking on and scrolling through the main Contacts tab or searching for the contacts name in the Search Bar
Once on the client's Contact page, click the Notes tab
From here, you can Add, Edit, Delete, or Add Time Entries to existing notes
Notes can be printed by clicking the 'Print' icon
*Click here to learn how to view notes for a Case.
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.