Ideas & Enhancements

Copy/Duplicate Cases

It would be beneficial if we could duplicate a whole case to make a new one from it, instead of being able to only copy certain tabs to a case.

  • Guest
  • Jun 2 2022
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  • Guest commented
    21 Nov 18:41

    the way you have to pop back from tab to tab is so obnoxious. not only that it restarts you all the way to the top. NO i don't want to HAVE to open a whole other tab just to copy cases. it makes work flow NOT FLOW!!!!

  • Guest commented
    21 Nov 18:34

    This NEEDS to happen. The inability to copy cases is absolutely out of control. This makes work flow incredibly slow and tedious as well as making companion cases prone to mistakes or things missing.

  • Guest commented
    04 Oct 13:18

    A motor vehicle case can easily turn into a separate worker's comp or social security case and the ability to duplicate or copy a case to migrate the information to a new case type would be highly beneficial and a huge time saver.

  • Guest commented
    27 Mar 17:12

    This is critical time saver when companion cases so as to copy over the fields without starting from scratch!!

  • Guest commented
    09 Feb 22:45

    Hi! Before we migrated to Neos, we operated with a system that would allow file copying. This was super helpful when a case is appealed. We could copy the associated parties (providers) and assigned users (our folks) then update the court information and docket number to reflect the appeal information. It would be very beneficial to have this capability, plus increase productivity so we are not having to manually enter the same information all over again.

  • Guest commented
    June 16, 2023 19:53

    Agreed

  • Guest commented
    June 16, 2023 19:25

    Agreed

  • Guest commented
    June 16, 2023 17:26

    agreed

  • Guest commented
    October 20, 2022 00:04

    Agreed