1
The workflow in context
Lawyers need rapid capture for matters, deadlines, and legal research while preserving clear separation by case context.
2
Common friction points
Where friction appears
- Case notes, admin tasks, and client follow-ups collide in broad labels.
- Time-sensitive reminders get buried under generic matter notes.
- Cross-matter reference notes are hard to retrieve consistently.
3
Recommended structure
Use top-level branches for Practice, Clients, and Operations, then child labels for matter, phase, and deadline status.
4
A practical workflow
Capture meeting notes under client/matter labels, route action notes to deadline branches, and keep statutes in a reference subtree.
5
Keep the system maintainable
Archive closed matters monthly and enforce one naming convention for client and matter identifiers.