Case Notes

Case notes, as the name specifies, are a record of all notes on a case. Each note is tracked by date, staff member and customisable subject, urgency flag.

 Notes generated automatically by XpertLegal help to build up a complete itinary of the progress of a case.

Notes can be displayed in a number of formats, filtered, sorted and printed and contain a spellcheckign feature.

Notes can be sent as a task together with any attached document if one exists with the note.

COLP / COFA

Support for COLP / COFA is integrated into the case notes system for those whom are allocated to these duties.

Individual or combined detail of these then can then be compiled into a report.