Folder Structure

NoteDrop works best with a consistent folder structure.

Recommended Setup

Organize your projects with this structure:

Projects/
├── 013456 – SMITH John – Estate of/
│   ├── Correspondence/     ← Notes save here
│   ├── Documents/
│   └── Assets/
├── PAT-2024-001 – DOE Jane/
│   ├── Notes/
│   └── Records/
└── ...

Folder Naming

NoteDrop parses folder names to extract project information. The expected format depends on your industry profile:

Legal

<MatterNumber> – <ClientName> – <MatterType>

Example: 013456 – SMITH John – Estate of

Medical

<PatientID> – <PatientName>

Example: PAT-2024-001 – DOE Jane

Real Estate

<PropertyID> – <Address> – <Transaction>

Example: 2024-0123 – 123 Main St – Purchase

Tip: An en dash (–), em dash, hyphen (-), non-breaking hyphen or minus sign all work as the separator, with ordinary or non-breaking spaces around it — they're treated the same.

Subfolder Detection

NoteDrop looks for specific subfolders to save notes. Configure these in Settings › Filing › Save Location (Subfolders to look for). The defaults per profile are:

Legal: Correspondence
Medical: Records, Notes, Correspondence
Real Estate: Documents, Correspondence, Notes
Accounting: Working Papers, Correspondence, Notes
Generic: Notes, Documents, Correspondence

Separate names with commas. The first subfolder that exists is used; if none does, the note goes in the matter folder.

Your Matters Folder

Set the top-level folder (here, Projects/) as your matters folder in Settings › Filing › Matters Folder. The folder picker starts there and matter search looks through it — including matters inside year or letter folders such as Projects/2026/ or Projects/S/.

Folders That Aren't Matters

If you start a note from a folder that doesn't parse as a matter, the panel warns "No matter number detected — saving to <folder>" and offers Change… rather than filing silently. The Simple profile doesn't expect matter folders, so it doesn't warn.

Saving to Root

If you prefer notes in the project root folder (not a subfolder), set Where notes go to Save directly in the matter folder in Settings › Filing › Save Location.