Jet Intake is Casefriend’s high-efficiency intake tool designed to help law firms rapidly create multiple cases and upload associated documents from a single, centralized dashboard. This feature is especially valuable when onboarding a large volume of cases, such as when integrating a new attorney’s caseload or transitioning files from another firm, and even when migrating to Casefriend from another case management product.

✈️Jet Intake: Streamline Case Creation and Document Uploads

❓Q: When do I use Jet Intake?
📝A: Jet Intake should be used to create & track new Cases in any instance, such as:

a sub-ins from another firm
when you acquire a book of Cases from a new attorney
your firm needs to create many new Cases in its daily operation
When you migrate from another produce to Casefriend

⚠️Getting Started with Jet Intake

Before launching Jet Intake, ensure the following prerequisites are met:

🧩 Install the Casefriend Browser Extension here
Download the latest version here to enable full functionality.

📘Learn more about how to download and install the Casefriend Browser Extension
📄 Download the Jet Intake Case List Template here
Access the template here to begin preparing your case data.

⚠️ Important: You must be logged in to Casefriend with an active account to access these files.

Step-by-Step Guide

Using Jet Intake is easy! Prepare your case list, upload to Jet Intake, Upload case documents. Here is a detailed step-by-step guide to walk you thought the process

1️⃣ Prepare Your Case List

Complete the Jet Intake Case List spreadsheet with all required case data. This includes:

Jurisdiction: Must match the selected state (required)
Firm Location ID: Identify which office will manage the case (required)
Injured Party Name: As listed on the case caption (required)
Case Number: Unique identifier; separate multiple with semi-colon-separated
Client Location: Must match the name in Casefriend (case-sensitive) (required)
Client Rep ID: Create a new rep in Casefriend if needed
Employer ID: Create if not already in Casefriend

adding an employer ID is not required at this step but highly recommended as each case always has an employer
Primary Attorney ID: Available under Settings > Users (required)
Claim Number: separate multiple with a semi-colon
Your Matter ID: Must be unique
Case Open Date / Lien Open Date: As applicable. Jet Intake will use the current date if left blank

💡 Tip: Use the buttons at the top of the Jet Intake Dashboard to quickly locate firm-specific IDs.

Create a Jet Intake Job

Navigate to Intake, Upload & Cases > Jet Intake.
Name your job (e.g., “July Sub-ins” or “New Attorney Caseload”).
Click Start Jet Intake to begin.

💡Tip: To resume a previously created job, select it from the dropdown menu.

2️⃣ Upload Your Case List

🖱️ Drag and drop your completed spreadsheet into the Jet Intake Dashboard.

Alternatively, click the upload area to select the file manually.
Review each row for accuracy, then click Create Cases.

Tracking Case Set-up

Once your cases are created, track progress using the status bar next to each case:

✅ A green check bubble indicates a completed step.
🟠 An orange bubble signals a task ready for action—click to proceed.

Example: The Maldonado Case is ready to copy case information and documents have been uploaded.

coming soon: Click Filing to create a Filing and send out for electronic signature

coming soon: Click File & Serve to file & serve the filing once it is electronically signed

Copy Case Info

Click the 🟠 orange status bubble under copy to open the relevant Court website to copy publicly available Case information.
Follow the prompts to begin the process.

⚠️ Requires the Casefriend Browser Extension
⚠️ Court copy is currently available only for California WCAB cases

3️⃣ Upload Documents

Use Jet Intake to quickly upload documents into Event Categories in Casefriend.

📄Prepare your documents to upload

Organize your case folders before uploading. Your folder structure should look like this:

📁 Rick Deckard (Parent folder — unique case name)
├─ 📁 Medicals
├─ 📁 Depositions
├─ 📁 Hearings
├─ 📁 Subpoenas
├─ 📁 Liens
├─ 📁 Emails
├─ 📁 other folders

💡 Some case management systems export clean folder trees. If not, you’ll need to manually organize them.