Casenoter Quick Start Guide🎉

Get your legal research saved and organized in under 5 minutes with these three simple steps.

Step 1: Save Your Content

Start by capturing the legal resources you need—links, PDFs, or screenshots.

What you can save:

• Web pages (case law, articles, legal resources)

• PDF documents (court decisions, briefs, research papers)

• Screenshots (diagrams, charts, key information)

How to save:

1. Find your content (webpage, PDF file, or screenshot)

2. Open Casenoter and click the Paste Panel

3. Paste your link, drag & drop your PDF, or paste your screenshot

4. Click Save

✓ Your content is now on your Home Screen and searchable.

Step 2: Create a Binder & Link Your Content

Organize your content into binders that match your cases or practice areas.

How to do it:

1. Click Create Binder from your Home screen

2. Name your binder (e.g., "Smith v. Jones - Discovery," "Employment Law Research")

3. Select the saved content you want to link to this binder

4. Click Link or Add to Binder

✓ Your content is now grouped together and easy to access.

Step 3: Organize with Tags & Keywords

Add tags and keywords to your content using the topic tree for consistent, findable research.

How to do it:

1. Open a piece of content in your binder

2. Click Add Tags or Add Keywords

3. Select from the topic tree or type custom tags (e.g., "Jurisdiction: California," "Issue: Contract Formation")

4. Click Save

✓ Your research is now fully organized and searchable.

🎯 That's It - You Did It!

Your legal research is now saved, organized, and ready to use.

Next steps:

• Search your saved content by name or description

• Filter by Tags to find exactly what you need

• Browse by area of law, topic, or keyword

You're all set to build and maintain your legal research library in Casenoter.

Happy researching! 📚⚖️