Client & case management that fits how your team actually works
Notes, deadlines, and documents for every case — configured your way, without a developer. Built for small legal, nonprofit, and social-services teams.
Built for teams who track people, not just deals
If your work is cases and clients instead of leads and pipelines, BeornNotes is built around how you actually work.
Legal Aid & Small Law Offices
Track case notes, deadlines, and documents for every matter without paying for an enterprise practice-management suite.
Nonprofits Doing Client Casework
Keep every client's history, notes, and next steps in one place your whole team can see and trust.
Social Services Teams
Assign cases to the right staff member, and know at a glance who's handling what.
Advocacy Organizations
Give staff and volunteers a shared record of every person you're helping, without the overhead of a big CRM.
Features
Notes, Dates & Attachments
→Track crucial notes, significant dates, and relevant attachments so essential information is always at your fingertips.
Secure Internal Messaging
→An integrated messaging system localized within the platform, so critical communications never get lost in a spam folder.
Built-In Ticketing
→A robust built-in ticketing system for support inquiries, so users can request help and track it through to resolution.
Powerful where it counts, simple where it should be
We prioritize simplicity for new users, while offering advanced features that can be enabled as your needs evolve.
See the full feature list- Two staff never work the same case twice — record locking keeps everyone in sync automatically
- Configure it yourself, no developer required: rename fields, add custom ones, move them anywhere
- Find any note in seconds, even from three years ago
- Get straight to the cases that matter, every time you log in
- Bring your existing caseload in, and take your data with you if you ever leave
- Know exactly who touched a case, and when — full accountability
- Keep sensitive case data locked down with extra login security
- Work several cases at once without losing your place
Ready to see it for yourself?
Sign in to explore BeornNotes, or browse the full list of what it can do.