Notes & Comments

Notes, comments, and the activity feed in Divorcepath help you keep a clear record of case developments and collaborate effectively with your team. This article covers how to use these features to stay organized and communicate within client files.

Adding Notes to Client Files

Notes allow you to record important information, observations, and strategies directly on a client file. To add a note:

1. Open the client file and navigate to the Notes section.
2. Click Add Note.
3. Enter your note content using the rich text editor.
4. Save the note.

Notes are displayed in chronological order within the client file, making it easy to review the history of a matter at a glance.

Rich Text Formatting

The note editor supports rich text formatting, allowing you to create well-structured and readable notes. Available formatting options include:

• Bold, italic, and underline text styling.
• Bulleted and numbered lists for organizing information.
• Headings for structuring longer notes.
• Links to external resources or documents.

Rich text formatting is especially useful for longer notes, such as case strategy summaries or meeting records, where clear organization makes the content easier to review later.

Mentioning Team Members

You can mention team members in notes by typing @ followed by their name. When you @mention a colleague:

• They receive a notification alerting them to the note.
• The mention is highlighted in the note text so it is easy to spot.
• The team member can click the notification to go directly to the relevant client file and note.

Mentions are a quick way to bring something to a colleague's attention, assign a follow-up task, or flag an issue that requires input from another team member.

Private vs. Team-Visible Notes

By default, notes are visible to all team members who have access to the client file. If you need to record sensitive information that should not be shared with the broader team, you can mark a note as private. Private notes are only visible to the team member who created them.

This is useful for recording privileged strategy notes, personal observations, or other information that should remain confidential within the team.

Threaded Comments on Specific Items

In addition to notes, Divorcepath supports threaded comments on specific entities within a client file. Comments allow you to have focused discussions about particular items, such as a specific income source, a child's custody arrangement, or a financial entry.

• Comments are attached directly to the relevant item, keeping the discussion in context.
• Team members can reply to comments, creating a threaded conversation.
• Comment threads help avoid confusion by keeping discussions about specific issues separate from general file notes.

To add a comment, navigate to the item you want to discuss and look for the comment option. Enter your comment and save it. Other team members with access to the file can view and reply to the comment thread.

Activity Feed

The activity feed provides a complete log of all changes made to a client file. This includes:

• Edits to party, child, or financial information.
• Notes and comments added to the file.
• Changes to file settings, labels, or priority.
• Documents created or updated.
• Calculations run or modified.

The activity feed is displayed in chronological order and shows which team member made each change. This provides a transparent audit trail, making it easy to understand who did what and when. The activity feed is especially valuable when multiple team members are working on the same file.

Using Notes for Case Strategy and Collaboration

Notes and comments are powerful tools for managing your cases and collaborating with your team. Here are some practical tips:

• Record case strategy — use notes to document your approach to a matter, key arguments, and negotiation positions. This creates a record that can be referenced later or reviewed by a supervising lawyer.
• Document client communications — after phone calls or meetings with your client, add a note summarizing what was discussed and any action items.
• Coordinate with your team — use @mentions to delegate tasks, request input, or flag urgent items for a colleague's attention.
• Track developments — as new information comes in (e.g., updated financial disclosure, a court date change), add a note so the entire team stays informed.
• Use private notes for sensitive observations — if you have confidential thoughts about strategy or case assessment, mark the note as private to keep it visible only to you.

By making regular use of notes, comments, and the activity feed, you can maintain a thorough and organized record of each matter from start to finish.