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Quick Case Copy

The Quick Case Copy feature allows an existing case to be copied to a new case without going through each step of a new intake. In a typical setup, the user only needs to set the legal problem code and disposition of the new matter.


Limiting Copying from Older Cases 

Administrators can limit the use of Quick Case Copy to newer matters, preventing new cases from being created that might include outdated address or household information. If the Intake Date on a case being copied is older than the configured limit, users clicking Quick Case Copy will receive a message that they cannot use the feature, but can continue by starting a new intake (that will proceed through each step).

The time limit on using Quick Case Copy defaults to 30 days. Administrators can set a different number in Admin/Process Settings. Note that this setting must contain a number; it cannot be left blank for 'unlimited'.

Controlling the Link 

The link for Quick Case Copy is controlled in the Side/Actions section of the Main Profile. Depending on the site's configuration, it can appear in the Link Boxes element or a Case Copy Custom element.

Removing the text in the 'name' box in the Quick Client Add section of either element will remove the link.

To display the Quick Case Copy link, select the intake process to use (see the next section below), then enter the link text desired in the 'name' box.

Process and Form(s) 

Quick Case Copy has its own intake process and form(s). Administrators create or edit these in Admin/Processes, Forms, and Profiles. The process is often marked inactive for historical reasons, so administrators should filter the process list appropriately before starting a new process.

The intake process used for Quick Case Copy can use as many forms as desired. At a minimum, it must contain one intake form, and that form must contain at least the Disposition block element. Administrators often include either the Legal Problem Code field or the Case Specific Questions block if avoiding 'duplicate' cases is a concern (same client and legal problem code in the same year). Administrators also often include an eligibility block. Beyond the minimum of one intake form and the Disposition block, the number of forms and the elements on those forms is up to each site.

The intake process used should have the "Show Process Link in Module Static Profile" set to No. Otherwise, the link will appear, along with other intake process links, on static Home and Cases pages.