Edit Date of Intake

Here's how to update the date of intake. This can be helpful if a case was added on a different day than it came in or if a firm is working on case data entry. 

• Navigate to the case whose date of intake needs to be edited.
• Click the green arrow next to the case status and select the option Edit Case Index or click the 'i' key on your keyboard. 
• The Case Index can also be edited from the Report and Management screens.

• A pop-up window will appear.
• Edit the date of intake.
• Click Save. 

• The new date of intake will be saved.

• NOTE: This can only be done by a firm admin or someone with the User Can Edit Date of Intake permission.