Matter Management, Notes
Every note in the matter. Every decision retrievable.
Notes attached to the matter the moment you save them, searchable across the firm, available for supervision and handover. Not on a personal laptop, not in an email thread.
Notes that live in the matter, not in someone's laptop
A note in Writford is attached to the matter the moment you save it. The thinking behind a tactical decision, the summary of a call with counsel, the steer a partner gave on tone, the agreed position before a hearing. All of it in the matter record, available to anyone with access, not lost in a personal document folder.
- Add a note from any tab in the matter, in two clicks
- Date stamped and author stamped automatically
- Pin the notes that matter most to the top of the list
- Edit history kept, so you can see what changed and when
- Notes carry on to billing narratives when the work was billable
Find any decision on any matter in seconds
Notes are searchable across the whole firm by keyword, by author, by date and by matter. When a client rings asking why a position was taken six months ago, the answer is one search away. The fee earner who took the original decision does not need to be in the office.
- Full text search across every matter you have access to
- Filter by author, date range, or matter status
- AI summary of all notes on a matter for fast catch up
- Open any note straight back to the matter it belongs to
- Export the note list as part of a closed file pack
Notes are evidence, both for supervision and for cover
When a partner reviews a junior's file, the notes are the trail of thinking. When a fee earner is on holiday and someone else has to cover, the notes are the brief. When the SRA or a client later asks why a choice was made, the notes are the record. The same notes serve all three purposes because they all live in the same place.
- Supervisors see the full reasoning trail on any matter
- Cover fee earners get a one screen handover summary
- Every note is part of the audit trail for SRA accountability
- Confidential supervisory notes can be marked partner only
- Closed matter notes archived with the rest of the file