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Guides

Resources

Guides on how BeornNotes actually works, for firms deciding whether it fits.

Customization

Rename, retype, validate, hide and rearrange the fields on your records. Fifteen typed custom fields, five nameable tabs, and every built-in field under your control.

Audit Trail

Every change to a record is recorded: the field, the old value, the new value, who made it and when. Including a separate history for every file attached.

Family Law Case Management

Built for firms of two to twenty, where one system has to hold clients, matters, notes, documents and dates — without a six-week setup or an enterprise price.

Moving Off Spreadsheets

The folder-per-client and the master spreadsheet work until they don't. Where they fail, why, and what replacing them actually involves.

Choosing Case Management Software

A buyer's guide for practices of two to twenty — the questions that separate systems that fit from systems you have to work around.

Importing Your Data

Import from the spreadsheet you already keep. Every row is checked against your own rules first, and a bad file can't leave you half-migrated.