User Guides

If you are new to the platform check out the Quick Start Guide and get started in under 5 minutes. 

If you are to deepen your understanding, our comprehensive user guides will help you master each feature. These guides cover the essential areas of Casenoter to get you up and running quickly:


Home Screen User Guide

Learn to navigate your dashboard, access recent content, and customize your workspace for maximum efficiency.


My Binders User Guide

Discover how to create, organize, and manage your binders—the backbone of your content organization system.


My Groups User Guide (coming soon)🎉

Collaborate seamlessly with colleagues by creating and managing shared workspaces.


Library User Guide

Master the Library feature to store, search, and retrieve your legal resources with ease.


Explore all content types—extracts, links, and documents—and learn best practices for managing your legal materials.


Detailed Binder Screen User Guide

Deep dive into binder functionality, including advanced organization techniques, sharing options, and customization features.


Need additional support? Visit our Help Desk.