There are several features of ADR Notable that are of special interest to Case Managers. If you have questions that are not answered below, please get in touch with us -- we want to help!
|Are you new to ADR Notable? Welcome! The article Getting Started with ADR Notable: 4 Easy Steps will start you on your way in no time. And now, let's look at some specific ways in which ADR Notable can help Case Managers...|
If the mediator with whom I work has an ADR Notable account, do I also need a subscription?
Not necessarily. If the Mediator with whom you are working on a case has either a subscription or a single-case license, she or he can invite one other person (a co-mediator or a case manager, for example) to collaborate on the case. Read more here. Alternatively, if your firm has an Enterprise level plan, you will have unlimited access to cases.
I am responsible for setting up new cases and new client intake. How does that work within ADR Notable?
When you receive a call from a potential new client or a law firm checking the availability of a mediator, the first thing you will do in ADR Notable is open a new case and enter as much information as is available at that time. Don't worry if all the case information isn't available on that first call; you can easily add it later. There are only a few fields required to set up a new case: the case title and type, the mediator who will be working the case, and the name of at least one participant and his or her role in the case. You will also add an abbreviation and color code for that participant so that the mediator can organize and attribute notes taken during the sessions. Read Creating a New Case for more information.
Do you have a process that you go through with all new clients? Once you have created a case, click on the checkmark icon in the lower right corner and select the New Client Intake checklist. Edit this checklist to make it fit the way you work or create your own from scratch. Read Using Checklists for more information.
When it's time to send out the new client information packet, ADR Notable can help with that, too! First, create a folder in My Library, then email your new client information packet with a link that will enable the parties to upload the completed forms directly into the folder you created. Read more about this in Gathering and Storing Case Documents.
Can ADR Notable help with scheduling sessions?
It's easy to create links to your calendar and your email in ADR Notable if you use Gmail and Google Calendar or the Microsoft 365 Outlook products.
How can ADR Notable help me at the end of a case?
There are many features that will help you when a case has been completed, and they will vary depending on the length, type, and complexity of the case. But let's look at three things that need to be done for most cases: (1) billing, (2) reporting, and (3) disposition of files and documents.
Billing: In the Case Dashboard, there is a Tab called Time Logs that will provide you with the data you need to prepare an invoice. Click on that to see the total amount of time spent and a summary of the hours recorded in three categories:
- General: case preparation or other time spent on the case outside of a plenary or caucus session,
- Plenary: the cumulative time recorded on the Case Timers during sessions with all parties, and
- Caucus: the total amount of time spent in caucus with each party.
Reporting: ADR Notable offers a variety of reporting options, but let's say you need a basic report to show a court that a good-faith effort has been made to resolve a dispute. Click on the Download Case Report button on the Case Summary Tab in the Case Dashboard to generate a Microsoft Word report that includes the basic non-confidential information such as participants, dates, amount of time spent, and mediator's name. Read more about the Case Summary Report here.
Disposition of Case Files: We understand that there is no one-size-fits-all solution to case file management so we have built in some flexible options -- and extra security -- to ensure that deleted files are truly deleted. Read more about disposition of case files. You can access this feature in two ways:
In addition, you can archive a case when you are sure that it is over. This will remove it from your Case Dashboard until you check the "Show Archived" box. While you can not reactivate a case once it has been archived, you can open it, see any Notes and Files that have not been deleted, and add and save Administrative notes. Read more about how to archive a case.
|These are just some of the features we added in response to feedback from case managers. Do you have other ideas? Please let us know in the Comments below or send a message to email@example.com.|
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