The filenote your practice can defend.
Rich-text case notes with reminders, quickparts, and pinning. Every advice, every call, every follow-up — captured on the client record with the agent's identity and timestamp baked in. MARA-ready from day one.
Rich-text editor
ProseMirror-backed editor with headings, lists, bold, italic, links. Paste from Word and keep the formatting. Your notes look professional, not like plain-text scratchpads.
Reminders baked in
Every filenote can carry a remindAt. Reminders show in the client header, the dashboard, and the email digest — no separate calendar to keep in sync.
Pin what matters
Pin a filenote to keep it sticky at the top of the case. Engagement terms, key advice, the sit-rep after a client call — always one click away.
Quickparts snippets
Save any block of text as a reusable snippet. Insert standard disclaimers, advice paragraphs, or template replies with two keystrokes.
Harper drafts for you
Ask Harper to summarise a call, draft a filenote from the last conversation, or turn a bullet list into prose. You approve before it lands on the case.
Audit trail + versioning
Every create, edit, and delete is written to audit_logs with the agent identity. Full diff history for compliance reviews. MARA-defensible.
Three steps from thought to filed advice.
Open the filenotes tab
Every client detail page has a Filenotes tab. Existing notes are reverse-chronological; pinned items sit up top.
Type, dictate, or ask Harper
Type directly, paste from Word, or prompt Harper with ‘draft a filenote for the call we just had’. Apply a quickpart to inject standard text.
Pin, remind, save
Set a remindAt for follow-up. Pin for visibility. Save. Every mutation is audit-logged — no black holes, no shadow documents.
One suite, every interaction on the record.
Filenotes live inside the CRM — the same place the client record lives. No sidecar app, no Outlook folder sprawl. Just advice, captured.