Enhancements

Intake Wizard: be able to push multiple prospects from intake into 1 case

Currently if you "push' the prospect to a case in TrialWorks, you have to push them individually, thereby creating multiple cases for what will ultimately be 1 case filed on. We log every prospect call. If multiple individuals call for the same case and we push them there is alot of duplicative work.

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  • Apr 8 2020
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