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CounselLink Answer Center for Law Firms

Comments

  • Updated

Comments are available on many features throughout the application. Adding comments on an invoice or budget helps you communicate with your internal team and your client. Depending on the feature, you must have the correct role assignment to add comments.

Comments are available on the following features:

  • Invoices

  • Budgets

  • Documents

  • Fee Offers

  • Tasks

  • Accruals

Tagging a user in a comment sends them an email notification and in-app notification with a direct link to that comment.

Adding a Comment

  1. Click on the Comments tab at the bottom of the feature overview page.

    If you wish to add a comment on a task, click the plus sign above the Comments section.

  2. Click the Add Comment button. The Add Comment window opens.

  3. Enter your comment in the comment box. Use the formatting options if necessary:

    • B: Bold the selected text.

    • I: Italicize the selected text.

    • U: Underline the selected text.

  4. If you wish to tag a user, enter an Ampersand (@) followed by three characters to identify and tag a user. You can tag multiple users in a comment. Click the name to add them.

    The tagged user will be sent an email notification with a link to the comment.

  5. Click Save.

Editing a Comment

  1. Click on the Comments tab at the bottom of the feature overview page.
  2. Hover your cursor over the comment you wish to edit.

  3. Edit the message as needed.
    • Reply - Click the Reply button and enter your message. The reply will appear underneath the initial message.
    • Edit - Click the pencil icon in the upper right corner. Edit the message as needed
    • Delete - Click the trash can icon in the upper right corner. A confirmation window will pop up confirming the action.

  4. If you wish to tag a user, enter an Ampersand (@) followed by three characters to identify and tag a user. You can tag multiple users in a comment. Click the name to add them.
  5. Click Save.

Sorting or Filtering Comments

Once you are in the Comments tab at the bottom of the feature overview page:

  1. Click the arrow icon in the Comment column. This will rearrange the existing comments to display the most recent first.

  2. Click the Filter icon in the upper right hand corner. This will allow you to display comments made Before or After a specific date.