Correspondence gets sent to intakes to follow-up on paperwork and a case for this person is typically not opened until the client signs a retainer/ Power of Attorney. However, the way Neos currently operates, you have to make a Lead into an open and active case to generate any templates. This does not allow us to track all of the intakes because they are getting mixed up with cases that are already opened and being worked on. Template letters should be able to be pulled and Leads should be able to be rejected without having to make them a case if we decide we are not going to take the case.
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