Create New Linked Case

How to create a New Linked Case from a pre-existing case. 

• Navigate to any tab of a case. 
• Select the dark green arrow to the right of the case status. 

• Select Create Linked Case. 
• A pop-up window will appear asking if the linked client has the same contact information as the previous client.
• Select Yes or No.
• A new case form will appear, prepopulated with the linked client’s contact info if clicked Yes.

• Fill out case information.
• Click Save. 
• The name of the linked case is on every tab below the case index information.
• NOTE: The new linked case will be linked to all cases already linked to the active file.