Internal Notes in Lawcus let your team store private information related to an invoice. These notes are intended for your firm's internal use only and are never visible to clients.
You can use Internal Notes to keep track of:
Client-specific information
Billing preferences or billing settings
Internal instructions for your team
Invoice-related reminders
Any additional details your firm wants to reference later
These notes help your team stay informed while ensuring that confidential information remains internal.
How to Add Internal Notes
Follow these steps to add Internal Notes to an invoice:
Navigate to
Billing.Open an existing invoice by clicking
Edit, or create a new invoice by selectingNew Invoice.You can also create a new invoice directly from a
MatterorLead.
Locate the
Internal Notessection.Enter any information your team needs, such as detailed notes, billing instructions, reminders, or descriptions.
Save the note.
Your Internal Notes will be stored with the invoice and will only be accessible to members of your firm.
Viewing Internal Notes
Once an Internal Note is saved, Lawcus automatically records:
The
team memberwho created the note.The
date and timethe note was added.
This provides a clear history, making it easy for everyone on your team to review and track internal communications.
Note: Internal Notes are for your firm's records only. They are never included on client-facing invoices or shared with clients, making them a safe place to document internal billing information and team communication.