Hi,
I've been working on a project in Freelancer which handles email inquiries for users so that it can track the time between inquiries and rate them. I believe I can use the experience from this project and apply it to your system as I see similarities between the inquiries which are threaded and your notes.
In addition, I worked on a CRM for Law Firms in my previous employment where we developed Legal Management Software.
I would like to know what web hosting you use. I prefer to use Laravel (a php framework); it doesn't really have any special requirements, only that the PHP version be >= PHP 5.4.
Seeing that you're chosen theme is based on Twitter Bootstrap, I can make any changes if needed as I've used Twitter Bootstrap in all my recent projects.
Regards,
Anthony.