Use Notes to keep a record of internal case notes on the file and use Touches to document communications such as emails, phone calls, and letters.
Both Notes and Touches are created from the "Activity" tab in the case navigation bar.
To add a Note to your case activity page, click the "Add a Note" button in the upper right. Fill in the memo section with the relevant information and attach a document. There is also a place to attach documents.
To create a Touch, click the "Add Touch" button. Creating a touch will memorialize the content of the communication, with whom you communicated, the date/time the communication occurred, and the type of the communication. As with Notes, there is a place to attach documents.
Additionally, emails assigned to cases are also logged as touches.
Our filters help you quickly find the information you need when you need it. Use the filters to limit dates ranges or search by type of entry. You'll note that in addition to being able to search by Note or Touch entries, the activity page lists all calendar events you create.