When a matter contains a large number of notes and interactions, such as meetings, phone calls, fact entries, and issue entries, it can be difficult to find the most important items quickly. Lawcus allows you to star notes and interactions so they are saved in the Starred Notes panel for easy access.
Note: Starred items are visible to all team members working on the matter.
Steps to Star a Note or Interaction
Open
Mattersfrom the left-side menu.Select the desired matter.
In the
Infosection, hover over the note or interaction you want to star.Click the
Staricon.
The selected entry will be marked as starred and automatically added to the Starred Notes panel.
How to view Starred Notes
To view all starred entries within a matter:
Open the matter.
Navigate to the
Starred Notespanel on the right of the screen below the clients and contacts panel.
From here, you can:
Click
View Conversationarrow icon to locate the item in the information section section.Click
Show Moreto open the full entry in a pop-up window.
Unstar a Note or Interaction
You can remove a starred item in either of the following ways:
Option 1: From the Info Panel
Hover over the starred note or interaction.
Click the Star icon again to remove it from Starred Notes.
Option 2: From the Starred Notes Panel
Click the X icon next to the starred entry.
The item will be removed from the Starred Notes panel.
Summary
The Starred Notes feature in Lawcus helps you quickly locate important notes and interactions within a matter. Simply click the Star icon to save an item to the Starred Notes panel and access it anytime when reviewing the matter.