Navigate to any tab of a case.

Select the dark green arrow to the right of the case status.

Select Create Linked Case.

A pop-up window will appear asking if the linked client has the same contact information as the previous client.

Select Yes or No.

A new case form will appear, prepopulated with the linked client’s contact info if clicked Yes.

Fill out case information.

Click Save.

The name of the linked case is on every tab below the case index information.

NOTE: The new linked case will be linked to all cases already linked to the active file.