A shortened version of case creation — named Quik Case — can be used to make rapid case entry more efficient.
This feature is especially helpful when there are many cases to be created, or when you need to quickly enter and refer a case.
The Quik Case feature lets you do all of these functions in one single input:
- create a case, with the client name, contact information, case type, case status and case description;
- add a new lawyer to your network, with his/her email address and phone;
- refer the case to this new lawyer or to any other lawyer in your network.
Quik Case is an alternative to the normal New Case entry method. Regardless of which method you use, the case can then be handled as any case would be.
This efficiency feature is available in CasesTracker as of December 11, 2014.