Why is Notehouse the Best Digital Note Taker on the Planet?

Discover How Note-Taking Works in Notehouse: Case Management and CRM Simplified

Watch our demo video to see how Notehouse streamlines note-taking for case management and CRM. In just 60 seconds, you’ll learn all about our powerful features—it's that simple!

friendly interface notehouse notes note taking software app

Notehouse is Friendly

Our cheerful, familiar interface puts humans at ease. Lauren’s non-techy mom is a big fan!

Narrative Notes notehouse

Notehouse is Narrative-Based

Our straightforward meeting note taker has searchable, sortable, easy-to-read narrative notes so you can keep track of conversations, appointments, and meetings with zero effort.

Across Teams notehouse notes note taking software app

Notehouse is Collaborative

Share info with the whole team on our narrative platform, so everyone is in the loop about which human took which note and when!

notehouse notes note taking software app

Notehouse is Helpful

The best digital note taker has sticky notes that never fall off! Keep must-have info and reminders front and center at all times.

Notehouse Notes Note taking software app Customizable Tag

Notehouse is Customizable

Get in the driver’s seat with a customizable tag-based system that lets YOU decide what to track. Tracking and analysis will be a breeze!

Compliant Servers notehouse notes note taking software app

Notehouse is Secure

Notehouse is a HIPAA-compliant case management platform where privacy and security are our top priorities. Read more about how we safeguard your data here.

User Permissions / Assigned roles

Control data access with custom permissions for your organization.


Features
“Read Only” User “Edit Own Clients” User “Edit All Clients” UserAdmin Account Owner
View The Full List of File Names from the Homepage
Import and Export Client Lists from the Homepage
Open and Edit Files Assigned to User
Open Files Assigned to Other Users
Edit Files Assigned to Other Users
Add and Remove Users
Edit Account Profile
Change Billing Plan
Add and Remove Tag Labels
Select Notehouse File Label
Edit Customizable Field Labels
Receives Payment Emails