Overview
Notes, Facts, Meetings, and Issues in Lawcus help you organise matters and leads while keeping your team aligned. They allow you to document updates, discussions, and key information in one place. This improves visibility into progress and next steps, making collaboration easier and supporting workflows like client intake, document tracking, and case management.
Using Notes, Facts, and Issues
Within each Matter or Lead, you’ll find the Info tab, where you can log different types of notes.
Types of Notes
General Notes – Daily updates or internal communication
Meeting Notes – Call summaries, discussions, or MOMs
Facts – Important factual or case-related information
Issues – Risks, blockers, or concerns
Each entry type has a different icon, making it easy to identify in the timeline.
Steps to Add Notes, Facts, or Issues
Open the
MatterorLeadGo to the
Info tabSelect the type (Note, Meeting, Fact, Issue)
Enter your content
(Optional) Attach files
Save
Collaborating with Your Team
Tag teammates in notes to notify them
Tagged users receive:
In-app notifications
Email notifications (if enabled)
This helps with internal discussions, follow-ups, and task clarity.
Managing Notes
After adding a note, you can:
Edit the note
Star or pin it
Create a time entry
Delete it
Summary
Learn how to keep all your case updates, key details, and team discussions in one place using Notes, Facts, and Issues in Lawcus. This helps your team stay organized, communicate clearly, and easily track what’s been done and what needs attention next.