Download Custody Note
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Latest — v1.4.215
Custody Note for Windows
Windows 10 or later · 64-bit · ~90 MB
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Installation Instructions
Prefer a walkthrough? Watch the short video, or follow the steps below.
- 1Click Download Free Trial above. Your browser may show a warning — click Keep (Chrome) or Keep anyway (Edge) to save the file.
- 2Run
Custody-Note-Setup-1.4.215.exe. If Windows SmartScreen shows “Windows protected your PC”, click More info, then Run anyway. This is standard for newer software and does not indicate a problem. - 3If your antivirus quarantines the file, add an exception for the installer or the installation folder. The warning is triggered because the software is new to your antivirus provider.
- 4Follow the setup wizard — it creates a Start Menu shortcut and installs in under a minute.
- 5Set your recovery password, configure your firm details, and you're ready. The app works fully offline from day one.
About Windows SmartScreen warnings
CustodyNote is a recently released application. Windows and some antivirus software use reputation-based systems that flag new software until enough users have installed it. This is normal, does not mean the app is unsafe, and resolves as the app builds reputation. If you have any concerns, please contact us.
What's New in v1.4.215
- •Billing workflow: instructing firm name now stays correct — meta is refreshed after invoice data loads, firms list backfills missing firmName, open workflow syncs form first
- •Finish matter: step 3 is Archive + Close only — archiving records billing and office completion automatically (no separate mark-complete buttons)