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Create a Case in ADR Notable

Ready to start adding Cases? Here's how:

 

Note: Try our interactive demo above for the most efficient, and hands on experience!

Step 1 — Open the new-case form

  1. Go to the Case Dashboard (the main list of cases).

  2. Click the Add Case button in the top-right toolbar.

This opens the Create Case form, which is split into sections: Case Details, Participant Information, optional Custom Fields, and — if your firm uses billing — a Case Billing Split.

Step 2 — Fill in Case Details

The Case Details card holds the core information about the case. Fields marked Required must be completed before you can save.

  • Tip: Select the Firm first — it drives the available Case Types, Case Users, and Custom Fields for the rest of the form. 

 Field Required What to enter
Case Title Yes  A clear, recognizable name so you can find the case later. 
Firm Yes  The firm/license the case belongs to. 
Case Type Yes  Pick from the General or Workplace groups. Type to search. 

Case Users

 Yes  One or more neutrals/mediators assigned to the case. 
Country/Address No  The case location. 
Court No  The associated court, if applicable. 
External Case Number No  A reference number from a third party (e.g., court or insurer). 
Referral Source No  Where the case came from. 
Case Report Notes No Text notes that appear on the case report. 

 Step 3 — Add the parties (Participant Information) 

Scroll to the Participant Information card to enter the people and organizations involved. Each party is a row; a blank row is provided to start. For each party, complete the fields that apply:

Field Notes
 Party Type (required)   Primary – Individual, Primary – Company, or Unaffiliated. 
Company  Shown when the type is Primary – Company or Unaffiliated. 
 First / Last Name   The party's name. 
 Preferred Name   Optional display/nickname 
 Title/Role   Optional descriptor (e.g., "Claimant"). 
 Contact details   Enter email and phone in the communication fields. 
Responsible for Billing   Shown when billing is enabled; choose who in the party is billed. 

  • Add affiliated parties (e.g., a lawyer) - Use the party's affiliated-party option to attach people connected to that party, such as their attorney or representative.

  • Add mailing and billing addresses - Click Add Mailing and Billing Addresses on a party to expand optional address fields for that party.

  • Add more parties - Click Add Another Party to insert another participant row, then repeat the steps above.


 Step 4 — Complete Custom Fields and Billing Split (if shown) 

  • Custom Fields — If your firm has configured custom fields, a Custom Fields card appears. Fill in any required values. 

  •  Case Billing Split — If your firm uses billing, choose how costs are split:
    • Pro Rata — split evenly/proportionally (default). 
    • Custom — enter a percentage per party. The percentages must total 100%, or the form won't save. 

 Step 5 — Save the case 

  • Review the form for required fields, and Click Save in the footer bar at the bottom of the form.

  • What Happens next?

    • The form validates all fields. If something required is missing or invalid, you'll see an error banner — scroll up and fix the highlighted fields.

    • If a billing split is used, the percentages are re-checked for 100%.

    • On success, you're taken to the new case's dashboard (Case Details), where you can add documents, checklists, scheduling, and notes.