Notion is a versatile project management and note-taking app. It’s gained popularity with lawyers because it makes organization simple and can be used collaboratively with others on your team.

While it also offers accounting capabilities and can be used as a case management software (among other purposes), it’s worth being cautious when it comes to inputting confidential information into Notion.

The Pros and Cons of Using Notion as a Case Management Software

Notion shines in many areas – specifically in terms of its customization and robust note-taking and project management capabilities. You can create to-do lists, kanban boards, wiki pages, and more.

Its block-based system enables you to easily input new notes, copy or duplicate information, and organize your notes coherently so you can keep your research notes categorized however you see fit.

With any technology, however, we have to be careful about security concerns. Confidential information that could be hacked is better stored someplace other than Notion, especially if you haven’t first conferred with someone like us at Honeycrisp.

All technology can be vulnerable, which is why it’s important to stay vigilant and take extra precautions when it comes to data that we might input into something like a case management software. 

As you consider your case management software needs, give us a call at Honeycrisp to discuss your priorities and concerns. We can help you identify the pros and cons of different IT solutions to keep the confidential information at your law firm safe and secure.

Luke Kumanchik

Entrepreneur, programmer, backyard farmer & Dungeon Master Extraordinaire.