Notes and events

Notes & Events provides a searchable firm-wide list of notes and calendar events, complementing the Calendar and the activity tabs on individual cases.

Browse activity

Search and filters help you narrow a firm-wide activity list without opening each case. Use a date range when reviewing a period of work, and use an event type when looking for a particular kind of activity. The search does not match case names or participants. If you do not find the item you expect, check the spelling, the dates, and the event type filter.

The list is for reviewing activity. To change or delete a note or event, open it from its case's Notes & Events tab, the Calendar, or the Dashboard.

Event types

Common event types include Deposition, Discovery, Filing, Hearing/Trial, IME, Note, Tracking, Leave of absence, and Settlement Mediation. Event colors in the calendar help distinguish types visually, while the list provides a searchable view across cases.

Notes support a note date and an optional reminder. Create a note or event from a case with Add Note or Add Event when the activity belongs to that matter. You can also select Add Event on this page or on the Dashboard.

Export activity

Select Export to Excel when your role includes export permissions. The export holds every note and event you can see, newest first, whatever the search and filters on the page. It runs as a background job and downloads as an .xlsx file when ready. Use exports according to your firm's privacy, retention, and sharing policies.

Review related case information

Open the linked case from an activity row to review parties, documents, case-specific notes, and billing records. The information available to you depends on your role and matter access. If you cannot open a linked case, contact your firm administrator.

Next steps