Notes can be added in bulk to multiple Cases and/or Intakes from Advanced Search or Companion Cases. This helps you save time when adding the same note to multiple cases (e.g., firm-wide announcements, status updates, policy changes), ensures consistent messaging across related cases, improves data integrity by preventing accidental bulk edits to existing notes, and maintains the ability to edit individual notes when needed.
NOTE: You must have Add permission to Case > Notes Tab to add notes in bulk.
When You Can Use Bulk Add Notes
Notes can be added using the Bulk Actions menu from Advanced Search and the Companion Cases Tab.
From Advanced Search
When creating an Advanced Search for Cases, Intakes, or Cases and Intakes, the + Add New Note option will be available if one or more cases are selected.
From Companion Cases Tab
The + Add New Note option will be available in the Companion Cases Tab of a Case when one or more companion cases are selected.
Complete the Add New Note Window
Using either option, a new Note window will display. The window contains the same fields you'll see when adding a new note in a Case/Intake. Today's date/time (when you click + Add New Note) and your Staff Code will be automatically filled in.
The Staff, Topic, and Body fields are required to save the note.
NOTE: Attachments are not currently supported in bulk note creation.
After completing the required and optional fields, click the Save button. A batch processing window will display at the bottom right of Neos.
NOTE: If Discard Changes is clicked, your recent field changes will be cleared, keeping the window open.
To close the Note window, click the X on the top right. Confirm your intention on the Unsaved changes window.
The note will be created in the background for the selected Case(s)/Intake(s).
A record of the added note additions will also be present in the Activity Feed for the selected Case(s)/Intake(s).
