Add a case note

Use the case note function to capture observations, call summaries and other documentation and save it directly on the case. Notes can be accessed from your mobile device so information can be easily captured from the courthouse or from your car following a meeting.

1. Open the case and go to Notes.
2. Click Add Note.
3. Choose a Note Type (required).
4. Add a title (optional — auto-generated if left blank) and write your note.
5. Attach files if needed.
6. Set who can see it: Private, Professionals Only (excludes the client), My Team (includes the client), or a specific person.
7. Click Create Note.

⚠️ If you're on a team for the case, visibility defaults to Professionals Only. Change it before saving if you mean something else.

Note: Only the note's author can edit or delete a note.

Trouble? Contact your case worker or email support@getsunlight.org.