Frequently Asked Questions

In multiple situations Cloning a case has many benefits.

Cloning is copying Case; you have 3 options

1. Copy All Information
2. Copy All Information + Panel
3. Copy Client Information Only

All Information:
Use this method to copy all case information + Case matter with the intent to make a referral to a new attorney but possibly selecting a new Panel ( Area of Law )


All Information + Panel:
Use this method to copy all Case information + Case matter + Panel with the intent to make a 2nd referral to a new attorney on the same matter.


Client Information Only:
Use this Method to copy only the client information, (Name Address, etc...)
In this situation you have a returning client with a new subject matter, a new case.