CounselLink Answer Center for Clients

Comments

  • Updated

Comments allow users to communicate and collaborate directly within CounselLink records. You can add comments to supported objects, such as matters, invoices, budgets, accruals, and legal requests, depending on your roles and permissions.

Comments provide an audit-friendly way to track discussions related to a record. They remain associated with the item and are visible to users who have access to that record.

Comments are available on the following features:

  • Invoices
  • Budgets
  • Documents
  • Tasks
  • Work Intake
  • Fee Offers

Tagging a user in a comment sends them an email notification and in-app notification with a direct link to that comment.

Adding a Comment

  1. Click on the Comments tab at the bottom of the feature overview page.

    If you wish to add a comment on a task, click the plus sign above the Comments section.

  2. Click the Add Comment button. The Add Comment window opens.

  3. Enter your comment in the comment box. Use the formatting options if necessary:
    • B: Bold the selected text.
    • I: Italicize the selected text.
    • U: Underline the selected text.

  4. If you wish to tag a user, enter an Ampersand (@) followed by three characters to identify and tag a user. You can tag multiple users in a comment. Click the name to add them.

    The tagged user will be sent an email notification with a link to the comment.

  5. Select an option in the Shared With field:
    • Everyone - Shared with client and law firm users who have access.
    • Internal Only - Shared only with client users who have access.
  6. Click Save.

Editing a Comment

  1. Click on the Comments tab at the bottom of the feature overview page.

  2. Hover your cursor over the comment you wish to edit.

  3. Edit the message as needed.
    • Reply - Click the Reply button and enter your message. The reply will appear underneath the initial message.
    • Edit - Click the pencil icon in the upper right corner. Edit the message as needed

    • Delete - Click the trash can icon in the upper right corner. A confirmation window will pop up confirming the action.

  4. If you wish to tag a user, enter an Ampersand (@) followed by three characters to identify and tag a user. You can tag multiple users in a comment. Click the name to add them.
  5. Click Save.

Sorting or Filtering Comments

Once you are in the Comments tab at the bottom of the feature overview page:

  1. Click the arrow icon in the Comment column. This will rearrange the existing comments to display the most recent first.

  2. Click the Filter icon in the upper right hand corner. This will allow you to display comments made Before or After a specific date.