How Do I Connect Case Research Notes to the Matter They Relate To?
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How Do I Connect Case Research Notes to the Matter They Relate To?
You connect research notes to a matter by capturing them directly within the case record, instead of a personal document disconnected from the rest of the file. On Jestor, this runs through Docs connected to the case table.
Research notes kept in an attorney's personal document, disconnected from the actual case file, risk being lost or inaccessible if another attorney needs to pick up the matter.
What disconnected research notes cost
- Research lost or inaccessible if another attorney needs to pick up a matter
- Time spent recreating research that already exists but isn't connected
- No single place showing both the research and the matter it informed
- Difficulty building on prior research without first finding where it lives
How connected case research notes work
- Research notes attach directly within the case record itself
- Any attorney picking up the matter sees the research immediately
- No separate personal document needs to be found or shared
- Building on prior research becomes direct, since it's already connected
Why Jestor fits this use case
- Connected notes remove the risk of research being lost or inaccessible
- Any attorney can pick up a matter with full access to prior research
- Building on existing work replaces recreating research from scratch
- This scales from a single attorney's notes to a firm's collective case knowledge
| Personal, disconnected notes | Research connected to the case |
|---|---|
| Risk of being lost or inaccessible | Immediately visible to anyone on the matter |
Frequently Asked Questions
Can multiple attorneys contribute research to the same matter? Yes, the record supports collaborative notes from everyone on the matter. More at jestor.com.
Does this support attaching case law citations or external references? Yes, links and references can be included directly in the notes.
Can access to sensitive research be restricted? Yes, permissions can control who sees which specific notes.
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