🧭 What Is a Sub-Out Case Download?

It is an unfortunate part of Work Comp defense that Cases can be transferred to another firm before resolution. Typically, with other case management systems, this is a time-consuming process that cannot be billed. Casefriend removes the cost of Sub-Out. Download all documents and e-mail added to a Case along with a Case Index report you can easily share with the other firm. 

With Case Download you can:

📁 Download all documents and emails in a ZIP file
📄 Generate a Case Index for easy reference
🏁 Close the case with a Sub-Out reason
🏢 Add the name of the firm taking over the case

💡 Tip: Sub-Out actions are logged for compliance and can be reviewed in the Case Timeline

📝 Downloading a Case

1️⃣ Open the Case Download Form

From the Caseload right click on the Case you want to download/Sub-Out and select the Download (Sub-Out) option

2️⃣ Review the Download Summary

You’ll see a message confirming your download action along with the Case name and Client. Review your choice carefully!

⚠️ Note: This process may take a few minutes depending on the size of the case.

When your documents are ready you may click the .zip file link to download your documents.

🔄 Sub-Out to Another Firm

If you're transferring the case to another firm check the box labeled:

“Click here if you are sending this case (‘Sub-Out’) to another firm. The case will be closed with the reason Sub-Out.”

Enter the name of the firm taking over the case in the Firm Name field.

⚠️ The case will be marked as Closed with the reason Sub-Out.

Best Practices

✅ Only users with Download Permissions can access this feature

✅ Use the Firm Name field to keep records clean and searchable

✅ Sub-Out actions are tracked for compliance

💬 Need Help?

If you have questions or need assistance, reach out to support@casefriend.com or explore more articles in the Case Management section.