Overview
The Journal tab is available within both contact and matter records and serves as a centralized place to document activity, notes, and case progress.
The Journal is designed to be a living record, allowing your team to consistently log updates, track interactions, and maintain a clear history of work completed.
Additional features include the ability to tag team members in notes, which triggers in-app notifications and email alerts.
Adding a Note to the Journal
To create a new journal entry:
Navigate to the Journal tab within a contact or matter record
Click the blue “+” button on the right side of the screen
Enter a Title (or keep the auto-generated note ID)
Titles are searchable using the global search bar
Select an Activity Type from the dropdown (used to categorize the note)
Confirm the Contact and/or Matter the note should be associated with
Adjust the date and time if needed
Enter your note details in the text field
To notify a team member, type @ followed by their name
Click Save to create the journal entry
The note will be saved to the Journal for the selected contact and/or matter.
Filtering Journal Entries
You can filter journal entries to quickly find relevant information:
Open the Journal tab within a contact or matter record
Click the gear icon on the right side of the screen
Apply filters based on:
Record type
Date range
Activity type
Interaction type
Emphasized notes
Choose your preferred view (Table or Timeline)
Click Apply
Only entries matching your selected criteria will be displayed.
The Journal tab helps your team maintain a clear, searchable history of activity across contacts and matters.
If you need additional assistance, refer to related articles, watch the video at the top of this page, or contact our support team at support@lollylaw.com .