Notes are a quick way to contextualize a record and share key information with your team throughout a case’s workflow. 

Required Permissions 

A user must have one of the following permission sets to use Notes:  

  • Litify Intake User 
  • Litify Matter User 
  • Litify Referral User 
  • Litify Power User

Supported Objects

Notes support the following objects:

  • Damage
  • Expense
  • Incident
  • Insurance
  • Intake
  • Lien
  • Matter
  • Negotiation
  • Referral
  • Request
  • Resolution
  • Role
  • Time Entry

Add a Note

  1. Navigate to a record from a supported object. 
  2. Select Add Note. A modal appears.n1.jpeg
  3. Complete the following fields:
    1. Note Title: Prepopulated with current date and name of record.
    2. Topic (optional): Defines the topic of the note.
    3. Note: Add your note’s details to this rich-text field. 
  4. Save

The note is added as an item on the record’s related list. 

View Notes 

Notes are accessible via related lists. In a standard Litify page layout, you can review notes beneath Litify Actions. 

  1. Navigate to a record from a supported object.
  2. Scroll to Notes.n2.jpeg
  3. Select the note’s name to review.

Edit Notes

  1. Navigate to a record from a supported object.
  2. Scroll to the Notes panel.
  3. Find the note you want to update.
  4. Select Edit from the dropdown menu. A modal appears.
  5. Update the fields.
  6. Save

Add Relationships 

You can quickly assign more relationships to a note by editing the note and searching for records to associate for fields in the Relationships section. 

Delete Notes

  1. Navigate to a record from a supported object.
  2. Scroll to Notes panel.
  3. Find the note you want to delete.
  4. Select Delete from the dropdown menu. 

View All Notes

  1. Navigate to a record from a supported object.
  2. Scroll to Notes panel.
  3. Select View All Notes. A table with all related notes appears. 
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