Notes & parties

Case notes, hearing remarks and party details in one place

What happened at the last hearing? What did the judge ask you to file? Who is the respondent's counsel? Keep those answers with the case, where you will actually look for them.

The context that a date alone does not give you

A next date tells you when a matter is listed, but not what you have to do about it. Notes and hearing remarks hold that context, so that you can pick up a file weeks later and know where it stands.

Party records work the same way. Link the plaintiff, defendant, petitioner or respondent to the case, and find matters by party name when a client calls.

The Advocate Diary case list, where each case holds notes and parties
Benefits

What you get with Notes, Remarks & Parties

Case-wise notes

Keep research points, instructions and follow-ups on the matter they concern.

Hearing remarks

Note what happened on each date, building a running record of the case.

Party details

Link parties to a case, and search for them later.

How it works

How to use Notes, Remarks & Parties

  1. 1

    Add the parties

    Link each party to the case with their role.

  2. 2

    Note it down

    Record notes and remarks as you work on the matter.

  3. 3

    Review before court

    Read your earlier remarks when preparing for the next date.

FAQ

Notes, Remarks & Parties FAQs

Can I add notes for each hearing?

Yes. You can record remarks against a hearing, and general notes against the case.

Can I search by party name?

Yes. Search covers both cases and parties.

Can the same party appear in more than one case?

Yes. Parties are linked to cases, which helps when one client has several matters.

Who can read my case notes?

Notes belong to the case, so people with access to that case in your firm may be able to see them. Fee records are kept separately and privately.

Related features

Works well with

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