How do you keep all of your notes-to-self organized? Not actual work product or drafts, but the kinds of things you jot down in meetings or as you’re working (e.g., “client prefers DE choice of law over NY” or “x agreement is best example of negotiated MSA”). I’m using OneNote, but I’m curious how others do it.

Bonus points if you have ADHD and you use this type of thing as a lifeline 🙃

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Posting as :
works at
You are currently posting as works at

Email yourself and then file the email to the matter that you are working on, that way it is categorised, dated and text searchable!

likehelpful

When I’m thinking straight, I use deal-specific “tasks” in outlook to keep track of things like this. Usually though I’m kicking myself while scrambling through handwritten notes on innumerable legal pads 😏

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Tasks in outlook. I also have 2 white boards and colored markers!

helpful

Evernote or Trello! Amazing tools

helpful

This is similar to how I set up my kanban in Trello

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Second year, ADHD attorney here. I’m also using OneNote but it took me a while to master the way I organize, but since then it’s been my life line. I only access my OneNote through Teams (we use Teams for basically all inter office communication, so it’s always open). I made a table of all my cases and included check boxes so I can see which cases I’ve looked at for the week and I have a column for the date I last did something and my deadline for touching that file again. I have another column of all my notes so I can keep track of what I did last and what I need to do, including follow ups, along with all my random reminder notes for things like this. For me, the table having all my cases and notes in one place is the best thing I’ve done because I don’t have to switch between files if someone calls me while I’m in the middle of something. It’s a long table (about 50 files) but it’s easier to scroll than stop what I’m doing to open something new.

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likehelpful

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