Hintyr has a built-in notes editor where you capture work product, observations, and review strategy during document review. Notes support collaborative editing, rich text formatting, and linking to specific documents for contextual annotation.
What case notes do in document review
Case notes are where you capture work product during document review. As you read through files, interact with the AI agent, and spot relevant documents, you record observations, flag privilege issues, and draft analysis directly inside Hintyr. Notes sit in a dedicated panel on the right side of the case view, next to the AI agent, so you can switch between them without leaving your current document.
Because notes live inside the case workspace, you don't need to switch to an external word processor or note-taking app. Your observations stay connected to the documents and case context where you created them, which cuts down on context-switching.
Case note types: group and private
Hintyr supports two categories of case notes, each with a different purpose:
- Group notes - Shared with all members of the case. Every team member can view and edit group notes, making them suitable for collaborative work product such as privilege logs, issue summaries, and review memoranda.
- Private notes - Visible only to you. Use private notes for attorney work product, preliminary privilege analysis, or draft observations you are not yet ready to share.
Icons in the notes tab bar indicate whether a note is group or private, so you always know who can see your content. For a detailed comparison, see note types.
Collaborative editing for document review notes
Group notes support collaborative editing. When multiple case members open the same group note, each person sees the others'changes as they type. Colored cursors with user names appear in the editor so you can tell who's working on which section. Changes merge automatically, with no manual conflict resolution or locking required.
Teams can build shared work product during review this way. For example, one reviewer adds privilege observations while another adds responsiveness notes, all in the same document and without overwriting each other's work. Learn more in the collaborative editing guide.
Rich text formatting for case notes
The notes editor includes a rich text toolbar with common formatting options. Apply bold, italic, underline, and strikethrough styles. Insert headings at multiple levels, create bullet and numbered lists, add tables, and include code blocks. Keyboard shortcuts cover all common formatting actions, so you can format text without reaching for the mouse.
Font size and text alignment controls are also in the toolbar. Your formatting carries over when you export or print notes, so the output closely matches what you see on screen. For a full list of formatting features and shortcuts, see formatting and rich text.