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!
Notehouse is Friendly
Our cheerful, familiar interface puts humans at ease. Lauren’s non-techy mom is a big fan!
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.
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 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 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!
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. Watch this video for more!
| Features | |||||
|---|---|---|---|---|---|
| “Read Only” User | “Edit Own Clients” User | “Edit All Clients” User | Admin | 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 |