Creating a Matter Note

You can create a quick note on any matter on Thread, that you can view in the Documents page. This could include notes from a meeting with a client or information about the progress of a case, for example.  

1. Click on Matters in the left pane of Thread and go to the desired matter. 

2. Under the Documents tab, click the drop-down arrow beside the + Document button.  

3. Click Matter Note.  

4. A pop-up window will open for you to make a matter note and fill in relevant information.  

5. When finished, click Create.  

You can view and edit the matter note any time from your Documents page.

If a matter note has more than 2000 words it will automatically convert to a Word document. 

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