How to work with Notes

November 3, 2026

Notes keep track of calls, meetings and other information about a contact or a matter. You can add, edit and delete them from the Notes tab of a contact or matter dashboard.

Table of contents

Open the Notes tab

In a Contact dashboard, click the Notes tab. In a Matter dashboard, click More > Notes.

Notes tab of a Contact dashboard
The Notes tab of a contact.
  1. The Notes tab.
  2. Add Note creates a note.
  3. The filter panel, the column selector and help.
  4. The columns: Date, Subject, Note and Author.

Add a note

In the Notes tab, click Add Note.

Add Note panel
The Add Note panel.
  1. Enter a Subject that tells what the note is about.
  2. Check the Date (required, today by default).
  3. Write the Note (required). Use the toolbar to format the text, add links or images.
  4. Click Save.

Notes of a matter

In a matter, the Add Note panel also has a Matter Participant field, where you search for and select a participant of the matter, and one more button.

Add Note panel of a matter with Save and associate time entry
The Add Note panel of a matter.
  1. Subject.
  2. Date.
  3. Note.
  4. Save.
  5. Save and associate time entry saves the note and opens Add Time Entry with the matter already filled in, so you can record the time you spent. For a closed matter, the panel shows only Save and Cancel.

Read a note

Notes tab of a matter with an expanded note
Notes of a matter.
  1. The notes of a matter also show the Participant selected in Matter Participant. A clock icon marks notes that have an associated time entry.
  2. Click the arrow at the start of a row to expand the note.
  3. The full text of the note.

Edit or delete a note

Actions menu of a note with Edit, Associated time entry and Delete
Actions of a note.
  1. Click the edit button of the note, or click the actions arrow.
  2. Edit opens Edit Note with Subject, Date and Note. Make your changes and click Save, or Save and associate time entry.
  3. Associated time entry opens the time entry linked to the note. If the note has none, it opens Add Time Entry with the matter filled in and locked. On a pro bono matter, the new time entry is Non-Billable.
  4. Delete opens Delete note, which asks Are you sure that you want to delete the Note followed by the note subject. Click Yes to confirm.

Note. You can’t delete a note that has an associated time entry. Delete stays available in the menu, but when you click Yes, Maatdesk shows a message that the note can’t be deleted because it has a time entry associated. Delete the time entry first.

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