Notes

Capture rich text notes with tables, task lists, priority badges, and cross-references to Matters and Chats.

The Notes tab in My Desk gives you a dedicated notepad that lives alongside the AI Assistant. Capture ideas, draft outlines, build checklists, or store reference material — all without leaving your conversation.

Rich text editing

Notes support a full set of formatting options:

• Text formatting — bold, italic, underline, strikethrough, headings.

• Tables — add structured data, comparison charts, or simple grids.

• Task lists — create checkbox-based to-do lists to track action items.

• Code blocks — store code snippets, API references, or structured data.

Priority badges

Tag any note with a priority badge to surface what matters most. Badges provide a visual indicator when scanning your notes list so urgent items stand out immediately.

Cross-referencing

Link a note to a specific Matter or Chat to keep context connected. When you revisit that Matter or Chat later, the linked notes are easy to find, giving you a continuous thread of your thinking across sessions.

Managing notes

Action	How
Search	Use the search bar at the top of the Notes tab to find notes by keyword.
Filter	Filter notes by priority badge, linked Matter, or date range.
Sort	Sort by date created, date modified, or priority.
Pin	Pin important notes to the top of the list for quick access.
Archive	Archive notes you no longer need in your active list. Archived notes remain searchable.

Tip: Pin your most-used reference notes — such as standard clause language or jurisdiction checklists — so they are always at the top of your Notes tab.

Need help?

Contact our support team at [email protected] for assistance.