Can I add non-Matter related Notes?

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Until we develop a way to enter notes for non-Matter related notes, we suggest creating a Matter either for Potentials or for internal firm purposes to act as a catch-all. 

Also, you can create a Matter for a potential/ referral and set the status to be "Pending", as seen below. This way, you can keep all of the potential's information in one place. Once the potential becomes a client, you can change the status to "Open".

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