The case homepage is a place for you to quickly get a glance at all of the information about a case and access each detailed section. You can generate documents to print, write case notes, and log payments directly from the main screen.
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Notes and Case Timeline

To write a note, click on the plus sign and fill out the information you would like to track. You can edit it at any time by clicking on the pencil icon or delete it by clicking on the trash icon.
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Every action within a case is tracked in the case timeline on the bottom of the cases homepage. Here you’ll be able to see when it was created, when a document was generated, a payment was received, and a note was logged.