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.

The system field values that are copied are listed here, and see Custom Fields below.

Related: Creating a New Matter from an Existing 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can limit the use of Quick Case Copy to newer matters, preventing new cases from being created that might include outdated address or household information, if the Intake Date on a case being copied is older than the configured limit.

See Setting the Time Limit for Quick Case Copy and Copy to New Member Case.

Controlling the Link(s)

See Enabling Links in the Actions Menu.

Processes and Forms

Each Quick Case Copy has its own intake process and form. These almost certainly already exist on your site.

Administrators edit these in Admin > Processes, Forms, and Profiles. The process is often marked inactive for historical reasons, so 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 Problem Code/Special Problem Code block if avoiding 'duplicate' cases is a concern (same client and legal problem code in the same year). Administrators also sometimes 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.

Custom Fields

Custom fields can now be copied from the original case to the copy. They have to individually be identified on the Process Settings form under the Case Copy Settings. This change is only effective going forward with new cases and doesn't change prior cases.