When transferring a potential client from Intake to a Case, if you don't check "Our Client", the case will not show up on reports or statute of limitations warnings! Therefore, this should check automatically. Current situation creates real risk of malpractice!
Guest
Add the box to your intake. That way when you run reports, they show up and when you convert to a case the box is already checked. We went with the Intake Pro and made the box a mandatory field to be completed each time.