📄 Using the Intake, Upload & Cases Menu

Upload smarter, bill faster. The Intake, Upload & Cases menu is your gateway to streamlined document management—designed for speed, accuracy, and control.

🛠️ Tool Summary: Intake, Upload & Cases

This menu centralizes all document intake workflows. It helps you:

✅ Upload documents from anywhere in Casefriend

✅ Organize case files with minimal effort

✅ Reduce intake time and manual errors

⚙️ Automated Intake

❓When to Use:
Use Automated Intake when you receive a large, multi-document PDF file referral and need to extract and assign individual documents to Events within a Case.

What It Does:
Automated Intake extracts pages and documents from a single PDF and helps you assign them to the correct Case and Events. It’s ideal for organizing complex referrals quickly.

How to Use:

1. Go to the Intake, Upload & Cases menu.
2. Click automated intake.
3. Enter the Casefriend ID or case name, or create a new Case.
4. Follow the prompts to begin the intake process.

📘 Learn more about Automated Intake

✈️ Jet Intake

❓When to use:
Use Jet Intake when you need to add one to many cases when the document 

What It Does:
Jet Intake allows you to create cases in bulk and copy court data and upload documents directly from a centralized dashboard. This is especially useful when onboarding a large volume of cases from a new attorney or firm.

Read more about how to use Jet Intake here.

How to Use:

1. Navigate to the Intake, Upload & Cases menu.
2. Select jet intake and follow the prompts to initiate the process.

📘 Learn more about Jet Intake

📬 Incoming Mail Tool

❓When to Use:
Use this tool to upload scanned documents received via mail, UPS, FedEx, or other delivery services and assign them to the correct Cases.

What It Does:
The Incoming Mail Tool lets you batch upload and route multiple scanned documents to different Cases efficiently.

How to Use:

1. Go to the Intake, Upload & Cases menu.
2. Click add incoming mail.
3. Select the documents and follow the prompts to assign them.

📘 Learn more about the Incoming Mail Tool

📂 The Doc Browser

When to Use:
Use this tool to manually upload one or more documents to a new or existing Case.

What It Does:
This tool opens the Doc Browser for the selected Case, allowing you to upload files directly from your computer.

How to Use:

1. Go to the Intake, Upload & Cases menu.
2. Click add documents to a case.
3. Enter the Casefriend ID or case name or create a new Case.
4. Select documents from your computer and follow the prompts.

📘 Learn more about using the Doc Browser

✅ Key Benefits of the Intake, Upload and Cases Menu

• Upload documents from anywhere in Casefriend
• Organize case files with minimal effort
• Reduce intake time and manual errors

🚀 Upload Smarter, Bill Faster

Let Casefriend handle the document intake so your team can focus on legal work. Spend less time uploading and more time billing.