How Can I Transfer a Case From One Client to Another?

How Can I Transfer a Case From One Client to Another?

You may wish to transfer a case from one dossier to another:

  • because you entered the case in the wrong client's dossier
  • or because you want to assign the case to another entity within a corporate group

As long as you have not done any booking or invoicing in the case, you can simply transfer it with drag & drop from one dossier to the other. Any linked data such as services, drafts, documents, etc. will be transferred automatically.

If you have already done some bookkeeping or invoicing, you will have to close the case in the old dossier and create a new one with the new client. You will have to transfer data manually from the old case to the new case.



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