Record notes

Notes make it easy to keep important matter information front and center, from quick reminders about clients to matter-specific practice checklists. If your client files feature many post-it notes, use the note feature within your matters to make sure no post-it goes missing.

Access your notes

In your matter, navigate to the widgets tab to find the Notes widget. 

• Use the blue links to add a note, print a note, or filter which notes are visible.
• Right-click to pin, edit, or delete notes.

Create a text note

Select Add a note and then select the pencil and paper icon.

Create a checklist note

Select Add a note then select the checklist icon.

Note colors

You can change the color of a note and associate each color to a category:

1. Select the paint icon.
2. Choose which color to apply to your note.
3. If you want to modify the notes colors setting, select Edit categories.
4. Tick or untick to add or remove any color.
5. Add a label on any color to associate it to a category.

Did You Know 

• You can Pin a note to make it appear at the top of the widget. 

• You can also choose which widgets to display and change the order they appear on the matter by moving them up or down using the three dots (…) in the bottom right corner of your matter.

• This will open the Manage Widgets window. You can check and uncheck the widgets you want displayed and click and drag the widgets up or down to change the display order.

• You can create default matter-specific notes and checklists that appear in all new matters.

1. Select the cogwheel to open Smokeball Settings.
2. Select the Matter Configuration tab.
3. Double click on the matter type you wish to modify and then select the Notes tab in the pop-up window.