Link a case note to a specific document so it opens automatically when you view that file. Document-linked notes work well for per-document analysis, privilege observations, and annotations during document review.
Creating a document-linked review note
To create a document-linked note, open a document in the document viewer and use the file menu to select Document Note. This creates a note permanently linked to the current document. It appears in your notes panel like any other note, but with a connection to its parent document.
You can create document-linked notes as either group or private, depending on whether you want your per-document analysis shared with the team. Select the note type at creation, just like regular notes.
Document-linked notes are especially helpful when you need to track observations about individual files. Instead of maintaining one long note that covers every document, create focused notes that stay attached to the files they reference.
Auto-open behavior for document notes
When you open a document that has a linked note, the note tab opens automatically and becomes active. Your per-document analysis is immediately visible when you view the file. No searching for the right note or remembering which note goes with which document.
The auto-open tab has a highlighted border that distinguishes it from regular tabs, so you can easily spot which note is linked to your current document. When you leave the document, the linked note tab stays open so you can return to it any time.
The workflow is straightforward: open a document, review it in the viewer, and see your notes appear alongside it with no extra clicks. The next time you open the same document, the same note opens again automatically.
Default note titles for document-linked notes
When you create a document-linked note, its title defaults to the linked document's name. This makes it clear which file the note references, especially when you have many notes open.
Rename the note any time by double-clicking the tab title, just like any other note. Some reviewers keep the default document name. Others add a suffix to indicate the type of analysis (for example, "Contract_2024.pdf - Privilege Review").
Use cases for document-linked notes in review
Document-linked notes serve many purposes during review. Here are some common ways teams use them:
- Per-document analysis - Record detailed observations about a specific contract, email, or memo directly alongside the file itself.
- Privilege observations - Record attorney-client privilege indicators, attorney names, and references to legal advice for individual documents as you encounter them.
- Review notes - Capture relevance assessments, responsiveness determinations, and coding rationale on a per-document basis.
- Deposition preparation - Annotate key exhibits with examination questions, themes, and talking points for witness preparation.
Tying notes to specific documents keeps your analysis close to its source. When another team member reviews the same document later, they immediately see the group note attached to it, which helps maintain continuity across the review team.