Everything BeornNotes can do
BeornNotes is client & case management software built for small legal, nonprofit, and social-services teams — organizations that track people, notes, deadlines, and documents, and whose data doesn't fit a standard CRM. Our platform offers a plethora of customization options, allowing you to tailor your experience to meet your unique operational needs. At its core, BeornNotes facilitates the tracking of crucial notes, significant dates, and relevant attachments, ensuring that essential information is always at your fingertips.
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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.
Getting Started
→A comprehensive library of How-To videos guides new users through setup, while advanced features stay ready as your needs grow.
Data Management & Search
→Import and export data in customizable formats, with unlimited tagging and Full Text Search to find anything fast.
Auditing, Time Zones & Security
→A complete audit trail tracks who changed what and when, with time zone support and optional Two Factor Authentication.
Workflow
→A complete Workflow system streamlines how work flows between users, keeping tasks efficiently managed.
Custom Fields
→Hide, require, rename, and reorder fields — including custom Date, Text, Currency, Integer, and lookup field types.
Tabbed Interface & Collaboration
→Work across multiple tabs with auto-saved layouts, while record locking keeps teams from colliding on the same data.
We're committed to continuous improvement — frequent updates, visible version notes, and user-requested features built at no additional cost.