Service
Private staff notes
Internal notes visible only to designated staff within each matter-keeping sensitive working notes out of client view.
Key elements
Capture internal context without leaking it
Keep working notes and reminders inside the file for staff only-reducing side-channel documents and “shadow” notes.
Keep internal context internal
Capture decisions, call notes, and reminders that the client shouldn’t see-while keeping the team aligned inside the file.
- Designated staff-only visibility
- Client file-linked context
- Reduced reliance on side channels
Internal notes
Private
Staff only
| Note | Visibility | When |
|---|---|---|
| Call summary: client confirmed… | Private | Today |
| Checklist: docs still needed | Private | Yesterday |
| Reminder: follow up with bank | Private | Yesterday |
Pinned context
Pinned
Client file MAT-204
Internal summary
Next steps + key risks captured for the team.
Better handovers
When internal context is captured in the file, team handovers and continuity become easier and faster.
- Shared internal context
- Reduced “tribal knowledge” loss
- Client file-linked history
Private by default
Keep sensitive working notes out of client view while still storing them where the work happens.
- Staff-only visibility
- Reduced side-channel documents
- Controlled access
Visibility rules
Private
Role-aware
| Viewer | Can see notes | Reason |
|---|---|---|
| Client | No | Internal only |
| Staff | Yes | Assigned |
| External | No | Not invited |
See staff notes in action
Book a walkthrough to see how CaEFT keeps internal notes private while improving team continuity.