BARRISTER | How to Add Notes to a Matter

Navigate to the “Matters” tab on the side bar.

Select the relevant Matter.

Click on the “Notes” sub tab. 

Click on the “New Note” button.

Enter in your Note.

Click “Create”.

The Note will now appear at the top of the list.

Click on the ellipsis to “Pin Note” or “Set as Critical Note”.

Pinned notes appear on a separate panel on the right hand side. 

Critical notes appear as a Red banner at the top of the screen.