Duplicate Intakes

From PikaDocs

If the potential client has two distinct legal problems (i.e. child custody and eviction), a duplicate intake should be created for the second problem. To duplicate an intake, click the “Make a duplicate of this case” link on the left side of the intake. This step should be repeated until all of the client’s unique legal problems are recorded as an intake with an accompanying case note describing each legal problem.

When you duplicate a case, the following fields are copied over from the original case to the duplicated case, so you don't have to re-enter the client's financial eligibility information a second time:

Children
Adults
Persons Helped
Income Types and Amounts
Asset Types and Amounts
Citizen
Referred By
Case County
Case ZIP
Kids Ages (if this field exists)
Client Name

Also, note that Office is also copied over if Case Autonumber is enabled for your site in System Settings.

Next: Assigning an Advocate