Jet Intake Feature Enhancements

Read more about Jet Intake here

✅ What’s New

• Improved Case Creation Feedback
  After successfully creating new cases, users now receive a clear confirmation message and guidance on next steps, including updating each Case Timeline.
• Enhanced Jet Intake Status Bar
  The status bar now visually tracks each case’s progress through the intake process:
  • 🟢 Green circle: Step completed
  • 🟠 Orange circle: Step ready for action
  • ⚪ Empty circle: Step not yet available.
• Court Data Integration
  When available, users can click the Copy button to pull case information directly from the appropriate court website, saving time and reducing manual entry while supporting multiple case numbers per case.

• Case Verification Workflow
  After copying case data, users are prompted to open each case to verify accuracy and add any additional information attorneys may need.
• Drag-and-Drop Document Support
  Users can now drag folders of case documents directly onto a Case. Casefriend will automatically organize the contents based on folder structure and document type.

These updates are designed to make Jet Intake faster, more intuitive, and better aligned with the needs of paralegals, legal assistants, and support staff. As always, we welcome your feedback—reach out to support@casefriend.com with any questions.