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.
➡️Click here for step-by-step instructions for using Jet Intake.
❓Q: When do I use Jet Intake?
📝A: Jet Intake should be used to create one or more Cases and upload documents that are already individually separated and named, such as:
- a sub-in 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
Read more about how to use Jet Intake here.
Jet Intake enables rapid case creation from a single spreadsheet. It allows you to 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.
How to Use:
- Navigate to the Intake, Upload & Cases menu.
- Select Jet Intake and follow the prompts to initiate the process.
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