Directories
Activity Categories
Activities in Jusnote are any actions performed by a lawyer or law firm, which can be either billable or non-billable, and form the basis for issuing invoices to clients. They are divided into time entries (for example, consultations, document ...
How to Create New Tags in Jusnote
Tags are used to classify and organize your contacts, projects, and documents in Jusnote. These are unique markers or keywords that you can use to further filter or search for relevant contact groups, projects, and documents. For example, you can ...
Managing expense categories
Jusnote gives you the ability to create expense categories that are related to your legal practice or can be incurred for the benefit of the client. The created expense categories in the directory are used in different places of Jusnote. Creating ...
How to manage types of relations
Jusnote allows you to create the desired type of relation, the use of which in contacts or matters will visually show the relationship between specific persons. Creating the type of relation To create the required type of relation or edit / delete ...
How to manage types of legal activities
Jusnote gives you have the opportunity to determine the types of legal activities (client consulting, preparation of a memorandum, participation in investigative actions, etc.) that will be used in different places of Jusnote. Creating a new activity ...
Setting up document categories
Jusnote allows you to determine the categories of documents that are related to legal practice. Available document categories in this directory are used in various places of Jusnote locations and different filters. Creating a new category of ...
Popular Articles
Jusnote Workflow Automation – The Complete Guide
In the fast-paced legal world, efficiency isn't just a goal - it's a necessity. This is where Jusnote's newly released workflow automation module comes into play, transforming the way legal teams operate. It offers a series of automated actions that ...
How to pay for the Jusnote subscription
How to purchase a subscription in Jusnote Before starting the process of purchasing the subscription of Jusnote, please note that only administrators can manage subscriptions in the system. Users can't go to the system's preferences and, thereby, ...
How to create the invoice in Jusnote
Jusnote allows you to swiftly create invoices for the prepayment or payment to your clients. Before you start, please make sure that you have already created the contact to which you are going to send the invoice for prepayment, or that you have time ...
How to build document relations in Jusnote
Let’s talk about document relations and why you need this feature that is built-in in our document management software. For example, you have a contract. But this contract has other documents that are somehow related. Like scans, proposals, or ...
How to deactivate a user in Jusnote
How to deactivate a user in Jusnote If you want to block a user's access to the system and all of the data, you need to deactivate him from Jusnote. Luckily, it's very easy to do. Go to your Settings; Tap on the Team section; Here you manage all ...