Note Cards can be added to selected Juris tables, including User IDs, Chart of Accounts, Timekeepers, and Client/Matters. Client/Matter Note Cards can also be used in conflict indexing and reviewed from Client/Matter Inquiry.
Use Note Cards to record additional information for a specific item in a Juris table, such as a specific timekeeper in the Timekeepers table.
Note Cards can include typed text or inserted objects, such as documents, images, or media clips. Note Card entry and maintenance options are the same regardless of where the Note Card is created.
Adobe Reader is required to view PDF-type note cards.
Tables that support Note Cards
Note Cards may be entered in the following Juris tables:
- User IDs
- Chart of Accounts
- Timekeepers
- Client/Matters
Add a Note Card
Select the table and table item where the Note Card should be added.
- Example: Select the Timekeepers table, then select timekeeper AAA.
Select Notes or Note Cards from the table item’s View menu.
You can also click the Notes icon.
- Click New Card.
Enter the New Card Caption.
The caption is a unique name used to identify and retrieve a specific Note Card.
- Click OK.
- Add information to the body of the Note Card using one of the following methods:
- Type text directly into the Note Card.
- Use a Text Code.
Insert an object by selecting Insert > Object.
Inserted objects may not open automatically. If an inserted object does not open, right-click the object and select Open.
If you are adding a client Note Card and inserting a text file (
.txt), browse to the location of the text file again and add it. Then click Next, and click Finish.- Save the Note Card using one of the following options:
- Click the Save icon.
- Select Form > Save.
- Press Ctrl + S.
Drop a Note Card
To remove a Note Card, click Drop Card.
How Note Cards are used
Conflict indexing and searching
In Firm Options > Conflict, the firm determines which Client/Matter fields are included in the conflict index for later conflict searches.
Client/Matter Note Cards are available for selection. If selected, the contents of Client/Matter Note Cards are indexed, but the Note Card captions are not indexed.
Deleted clients and matters
All Client/Matter information is lost when a Client/Matter is deleted. This includes information typically searched during a conflict inquiry.
The firm may choose to create a new Conflict client or Conflict Client/Matter before deletion. Important Client/Matter information can then be relocated to the new Conflict client or matter. This may include creating Client or Matter Note Cards to store conflict information.
Client/Matter Inquiry
In Inquiry-Reports > Client/Matter Inquiry, Client/Matter Note Cards are available for review.
From Inquiry, Note Cards can be viewed only. They cannot be edited.
Miscellaneous information
Note Cards may be used to store miscellaneous information related to a client or matter, including electronic pictures, files, and other attached information.