CounselLink Answer Center for Clients

Journals

  • Updated

This article covers the following:

Journal Entry Overview Page

When you click the subject of a journal entry on the Journal tab of the Matter Overview page, a slide-out panel displays summary details.

Click View More to access the Journal Entry Overview page.

The overview page displays.

Adding a Journal Entry

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Journal entries may include meeting notes, status reports, call logs, or communication with law firms. If desired, you can require law firms to submit periodic journal entries for status updates.

Any user with a staff role on the matter can add a journal entry.

  1. Click +Add on the Journal tab of the Matter Overview page. The Add Journal Entry window displays.

    You can also access the Add Journal Entry window from the Matters Panel on the homepage.

  2. Fill out the fields as necessary.

    Fields marked with an asterisk (*) are required.

    Field Description
    Subject* Enter a subject for the journal entry.
    Date* Select the date for the journal entry.
    Description

    Enter details about the entry. Use the toolbar to format text as needed.
    You may tag one or more users within your organization in the description. Tagged users receive email and in-app notifications (if enabled).

    The tagged user must be listed under Staff.
    Applies to Matter

    Select the matter to associate with the entry.

    This option displays only if you access the Add Journal Entry window from the Matters panel homepage.
    Category Select a journal category.
    Share with Law Firms Select this option to allow assigned law firms to view the entry.
    Attachments Upload a file or drag and drop it into the Attachments section. Documents added here also appear in the Documents search and are categorized as journal entries.
  3. Click Save.

The journal is added to the list.

Viewing Existing Journal Entries on the Journal Tab

After a journal entry is created, summary information is displayed in the Journal tab.

Information available for a participant depends on what appears in their Contact Information.

Column Description
Subject/Details The journal title. Click the title and select View More to open the Journal Entry Overview page.
Category Selected journal category.
Entered Date the journal entry was created.
Last Commented Date of the most recent comment.
Privacy Displays Private (not shared with law firms) or Shared (visible to law firms).

Deleting a Journal Entry

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You may delete one or more journal entries if necessary.

You must be the journal entry owner or have the Corporate Administrator role to delete a journal entry.

  1. Select the checkbox next to the journal entry name(s).
  2. Click Delete. A delete confirmation window displays.
  3. Click Delete.

Documents associated with the journal entry are not deleted.

Editing a Journal Entry

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You may edit journal entries created by users within your organization. Entries created by law firm users can only be edited by users at that law firm.

  1. Select the checkbox next to the journal entry.

  2. Click Edit. The Edit Journal Entry page displays.

    You can also edit a journal entry on the Journal Entry Overview page.

  3. Update the journal entry information as needed.
  4. Click Save.

Using Comments

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Comments allow you to add notes or communicate with the journal entry owner.

Comments can only be edited or deleted by the user who created them. Law firm users cannot edit your comments, and you cannot edit theirs.

  1. Select the checkbox next to the journal entry.

  2. Click Add Comment. The Comments window displays.

  3. Enter a comment in the comment box.
  4. Click Save.

Editing or Deleting an Existing Comment

  1. Once you've clicked Add Comment, locate the comment you wish to edit.

  2. Perform one of the following:
    • Edit the Comment
      • Click the pencil icon.
      • Make any changes to the comment as necessary.
      • Click Save.
    • Delete the Comment
      • Click the trash can icon. The Delete Comments window displays.
      • Click Yes, Delete.

Attaching Documents to a Matter Journal Entry

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You can attach emails, receipts, videos, or other matter-related files to a journal entry. Journal attachments are also available in the Documents tab and inherit the matter’s document security settings.

  1. Click the Journal tab on the Matter Overview page.
  2. Click a link in the Subject/Details column. The Matter Journal window displays.
  3. Click View More.
  4. Click Choose a File or drag and drop a file.

If a file with the same name and category already exists, the Document Attach dialog box appears. You may choose one of the following options:

  • Save and Replace
  • Don’t Save
  • Save and Keep Both Files

A confirmation message displays on the Matter Overview page.