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Notes

The Notes section at legaleaglelaws.com/practice/notes is the workspace's rich-text journal. Use it for case notes, client conversation logs, witness preparation, research jottings, and anything else you would otherwise scribble in a notebook. Notes are powered by TipTap, the same editor underneath the rest of the modern web's serious writing tools.

What a note is​

A note is a single document with:

  • Title — required; shown in lists and search results.
  • Body — TipTap rich text. Headings, bold, italic, lists, ordered lists, blockquotes, code, tables, links, horizontal rules.
  • Linked case — optional; surfaces this note in that case's Notes tab.
  • Linked contact — optional; surfaces this note in that contact's Linked notes list.
  • Tags — optional; free-form, comma-separated.
  • Last edited and created timestamps.
  • Author (on team plans) — the team member who created it.

A note can have either, both, or neither linked entity. A research note unrelated to any case can live without a link.

How the list works​

/practice/notes shows notes as a card grid by default — title, first ~120 characters of preview text, linked-case chip, linked-contact chip, last-edited date. A List view toggle switches to a TanStack Table layout for power users.

Above the grid sits:

  • Search — substring across title, body, tags, linked-case title, linked-contact name. The body is matched on a normalised plaintext extraction, so you find what you read, not what TipTap stores under the hood.
  • Filter — by linked case, linked contact, tag, or "unlinked".
  • Sort — last edited (default), created, title.
  • Capacity indicator — "X of Y" notes against your plan's cap.

Free tier holds 10 notes, Pro 200, Premium 2 000, Ultimate unlimited.

Creating a note​

Two paths:

  1. From /practice/notes, click New note. The note is created with an empty title; you start typing. Title is autosaved on blur; the body is autosaved every 1.5 seconds while you type and on blur.
  2. From a case detail page's Notes tab, click + New note. Same as above, except the new note is pre-linked to that case.

There is no "Save" button on the note editor. The note is saved continuously; closing the tab does not lose data.

The TipTap editor​

The editor renders inline above your text, hiding most controls until you select something — clean by default, tools when you want them. The toolbar that pops over a selection or above an empty paragraph offers:

  • Headings — h2, h3, h4 (h1 is reserved for the note title).
  • Inline — bold, italic, underline, strikethrough, inline code.
  • Block — bullet list, numbered list, blockquote, code block, table, horizontal rule.
  • Link — paste a URL while text is selected to insert; Cmd/Ctrl-K on selection opens the link dialog.
  • Slash menu — type / at the start of a line for a menu of block types. Same idea as Notion or Obsidian.
  • Markdown shortcuts — # for h1, ## for h2, > for blockquote, - for list, **bold** for bold. Inline as you type.

Keyboard shortcuts mirror what you would expect:

  • Cmd/Ctrl-B bold, Cmd/Ctrl-I italic, Cmd/Ctrl-U underline.
  • Cmd/Ctrl-Z undo, Cmd/Ctrl-Shift-Z redo.
  • Cmd/Ctrl-K link.
  • Cmd/Ctrl-Enter toggle a checkbox in a task list.

Tables behave well — Tab to move between cells, Enter for new row, click a column to drag-resize.

Linking and unlinking​

Each note has a Linked case and Linked contact picker in the right-side metadata panel. Type to search; pick. The link is bidirectional — the note appears on the linked entity's surface, and the entity name appears as a chip on the note.

Unlinking is one click. The note remains; only the relationship is dropped.

Tags​

Tags are free-form. Type a comma to commit a tag. Existing tags surface as suggestions. The workspace does not pre-define a taxonomy; conventions emerge as you go (research, client-call, prep, outcome, etc.). The Tags filter on the list view groups notes by tag.

Autosave and offline behaviour​

Autosave fires every 1.5 seconds while you type and on field blur. The editor also writes a local checkpoint to your browser's IndexedDB; if connectivity drops mid-sentence, the note continues to update locally and reconciles with the server when connectivity returns. Conflict resolution is last-write-wins per field; the workspace shows a banner if a conflict was detected so you can audit.

The mobile build (Capacitor) caches recent notes for full offline read; new notes created offline sync on the next connectivity window.

The toolbar search runs against a normalised plaintext extraction of the body — the search index does not contain TipTap's internal JSON, so what you typed is what you find. Substring matching, case-insensitive. Sub-100ms response on hundreds of notes; Premium and Ultimate users with thousands of notes typically see 200–400 ms.

The search is bounded to your own notes (or your team's, on a team plan). It does not search across the firm or the wider platform.

Use cases​

Client call log​

After a phone call, open a new note pre-linked to the contact. Title: "Call with [client] — [date]". Bullet list of what was discussed, who said what, agreed next actions. Tag client-call. The note shows up next to the contact forever.

Hearing prep​

Before a hearing, create a note linked to the case. Headings for "Statute and section", "Key arguments", "Likely opposition points", "Relief sought". Print or open on phone in court — the editor view is reading-friendly and prints cleanly.

Research jottings​

A point of law you want to remember next time it comes up. No linked case, no linked contact — just a tagged note (research, plus the area of law). Search by tag later.

Witness statement summary​

Witness statements are often long. Create a note linked to both the case and the witness contact. Use headings for each topic, blockquote the actual statement, bullets for cross-examination prep.

Outcome memo​

When a case closes, write a one-page memo on the matter — what worked, what did not, what the client thought. Link to the case (closed). Tag outcome. Future reflection material.

Privacy and data ownership​

  • Notes are stored in the platform's secure database, namespaced to your account.
  • The body is stored as TipTap JSON; the platform also stores a normalised plaintext for search. Both are private to you (or your team).
  • The platform does not index your notes for any AI training, recommendation, or analytics. They are your work product.
  • Deleting a note removes the document; linked-case and linked-contact references become "deleted note" placeholders in the case Timeline so the audit trail is preserved.

Limitations​

  • No images or file embeds in v1. TipTap supports them; the workspace ships text-only for v1 to keep the storage cost predictable. Documents are uploaded to the case's Documents tab instead.
  • No collaborative editing. Single-author per session. Two team members opening the same note will see last-write-wins reconciliation; the workspace flags the conflict.
  • No version history visible to the user in v1. The platform retains revision history server-side for ~30 days; restoration is a support request.
  • No public sharing. Notes do not have shareable links. They are workspace-internal.
  • Capacity caps apply: Free 10, Pro 200, Premium 2 000, Ultimate unlimited.
  • Tag autocomplete is per-account. No global tag library. Different lawyers naturally develop different conventions.

Frequently asked questions​

Can I export a note?​

Yes. From the editor, More menu → Export offers Markdown, HTML, and plain text. Free tier exports one note at a time; Pro and above unlock bulk export from the list view.

Are my notes encrypted at rest?​

The database itself is encrypted at rest by the cloud provider. Beyond that, fields with sensitive identifiers (CNIC on contacts, payment metadata on billing) get application-layer encryption; note bodies are stored as TipTap JSON without an additional encryption layer in v1.

What happens if I lose connectivity while typing?​

The editor continues to accept input and writes a local checkpoint to your browser's IndexedDB. When connectivity returns, the local state syncs with the server. The mobile build (Capacitor) handles this more aggressively than the web build.

A note in v1 has one linked case and one linked contact. If you need a note to surface on multiple cases, create separate notes (you can copy-paste the body) or use tags as a soft cross-reference.

Are notes shared with the firm or with other lawyers on the platform?​

No. The Practice workspace is per-account. The firm has zero read access to your notes. Other SaaS lawyers cannot see your notes.

What if a note gets corrupted?​

Server-side revision history is retained for ~30 days and can be restored on request. Beyond 30 days, the most recent version is the only version.

How big can a single note be?​

Practical limit ~500 KB of TipTap JSON, which is roughly a 50–100 page document depending on formatting. Past that, the editor noticeably slows on lower-end hardware. For long-form work, consider splitting into multiple notes linked by tag.

  • Cases — the most common link target for notes.
  • Contacts — the second-most-common link target.
  • Calendar — events do not host notes directly; link a note to the case the event is for.
  • Getting started — workspace overview.

Author​

TipTap integration and this documentation built by Ahsan Mahmood.