Client communication log

Log

That a call, letter or meeting happened, and what has to happen next.

The confidentiality warning sits on the note box

Not four screens down in a disclaimer, and not at the bottom of the page. The box somebody types into with a phone in one hand is the administrative note, so that is where the sentence is: administration only — not legal advice, not analysis, not strategy, and not the substance of a privileged conversation. The whole tool turns on whether that line is read, so it is put where it will be.

It is not a file note and not an attendance note

There is no field here for advice, for your analysis, for strategy or for what a client told you in confidence, and there will not be one. Nothing typed into this product is protected by anything this product does — it is a browser on a device — and the file note belongs wherever your matter file actually lives.

Related matter tools: Matter tracker · Engagement scope change log · Counsel instruction log

An administrative record that a communication happened. No field for legal advice, analysis, strategy or privileged substance, and nothing typed here is protected by this product. Not legal advice. Everything runs on your device.

Questions people ask

Can I write my attendance note here?
No, and there is no field for it. This records that a communication happened and what is owed next. The substance belongs in your matter file.
Is anything I type here privileged?
Nothing typed into this product is protected by anything this product does. Treat it as an administrative list, because that is what it is.
What goes in the subject line?
Enough to find it again — “call about the renewal date”. Not what was said.
Does it set a response deadline?
No. The follow-up date is one you set. CompliMaint states no response period.