At this time, all Notes must be associated with a Matter. In the meantime, for non-Matter related notes we suggest creating a Matter either for Potentials or for internal firm purposes to act as a catch-all.
Also, you can create a Matter for a potential/ referral and set the status to be "Pending", as seen below. This way, you can keep all of the potential's information in one place. Once the potential becomes a client, you can change the status to "Open".
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