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Notes

These guides cover the full workspace included in the Pro trial. Compare Free, Starter and Pro for ongoing access; Assist and iPad Companion require Pro.

Notes holds your submissions outline, cross-examination plan or advice, with citations back to the matter's evidence. Every note belongs to its matter and autosaves as you pause. Creating and editing notes requires Starter or Pro; Free keeps existing notes readable.

Writing

Choose New note and give it a title. The editor supports paragraphs, headings, lists and numbered paragraphs in three levels: 1. / (a) / (i). Numbering updates as you insert, delete and rearrange. Use Tab and Shift+Tab to move between levels, and fold a parent paragraph to hide its sub-paragraphs while reading the outline.

The toolbar provides bold, italic and highlight. On Windows their shortcuts are Ctrl+B, Ctrl+I and Ctrl+Shift+H; on Mac use ⌘B, ⌘I and ⌘⇧H. Check for Saved to this matter before relying on an edit being saved; a save error needs attention.

Citing the evidence

Type @ or [[ wherever a citation belongs, or press Ctrl+L on Windows or ⌘L on Mac. The Cite from this matter picker searches documents, captured passages, authorities, transcript passages, emails and chronology events. Choosing a result inserts an inline citation.

Hover a citation for a preview; click it to read its source in the Notes side panel. A PDF passage shows the page with the cited region marked. Use the panel's opening button to take the source further. For documents, its menu offers available destinations such as Open in popup, Open in new window and Open in Brief; Remember for citations in Notes saves a preference for this matter. Authorities and transcripts have their own section buttons.

A quote block inserts the captured wording held by a citation. It stays tied to that citation rather than becoming separately editable prose. The rail beside the note lists its cited sources and other notes citing the same material; Cited in N notes links back from the evidence.

If a cited source is later removed from the matter, the citation becomes an honest tombstone — No longer in the matter — and the note keeps reading. Citing an event never creates or changes one; notes only ever point at the record.

The library

Notes file into folders — a starter set of Advice, Submissions, Witnesses, Research, plus any you make — and carry tags. The library pane searches titles and body text, filters by folder and tag, and sorts by last edited, created, or title. Deleting a folder never deletes its notes; they simply leave the folder.

Getting a note out

• Export as PDF — the open note as a document, with its citations rendered as footnotes.
• Send to Obsidian… — writes Markdown copies into a per-matter folder in the vault you choose. The dialog offers the current note or notes needing an update, with a separate option to re-publish unchanged copies. Lexware reads its published files to check for outside edits. If a copy has changed, choose Use Lexware to replace it or Keep Obsidian to leave both versions as they are. Obsidian edits are not imported into Lexware. The copies carry links back into Lexware, and sends are recorded in the matter's audit log. If the vault is synced by iCloud, Dropbox or Obsidian Sync, those copies may leave this computer.

Work travels in, too: an Assist result can be saved straight into Notes, where it becomes an ordinary editable, citable note.

On a second screen

Right-click Notes in the sidebar and choose Open in new window — the outline on one monitor, the brief on the other. Citations still open their source pages in place; a few jumps (into Transcripts, Correspondence or Authorities) hand over to the main window, and say so.