Tip #142 - Use the Copy Tool To Make A Copy Of An Existing Case

Click the “Tools” button on the tool bar then select “Copy/Merge Cases”

2. Click the ‘Copy Case’ radio button

3. Search (filter) for and select the case you want to copy. You can search using the case number or the case name. The last 20 cases you accessed are listed by default.

4. Click the “Copy” button at the bottom right of the screen to begin the copy process.

If the copy process is completed successfully, you will see an appropriate dialog box.

Please note that the Documents Page of the “new” case will show the list of documents from the prior case, but this list is a reference only! The documents themselves are not copied. This means that if a document is deleted from the “old” case, any reference to it will also be deleted from the “new” case. It is therefore suggested that you manually copy the documents from the old case to the new case. You can use the copy document function to do so.

Also, please note that the following are the only pages that are copied during the copy process:
Cases
Plaintiffs
Defendants
Incidents
UDFs
Injuries [both summary and individual]
Paid Advertisements
Other Referrals
Referral Attorneys/Law Firms
Notes
Emails
Documents [Note: This copies references to the documents, not the documents themselves. Deleting a document after copying the case will make it inaccessible in the other case as well]
Case Statuses
Case Staff
Tasks
Courts
Dockets
Judges
SOLs
Critical Deadlines
Retainers
Referral Out
Sub Out
Critical Comments
Case Sub-type [case type is part of the Cases table]
Insurance [both plaintiff and defendant]
Medical Providers