Case Requests

Start by identifying the stage that failed: opening the form, submitting it, reviewing the request, or converting it into a case. The form will not...

Individual public forms control their questionnaire and presentation. Case Request Settings controls shared intake behavior for the organization....

Public form notifications help requestors know their submission was received and help staff notice new work awaiting review. Configure the form Open...

Decline records a decision not to proceed. Delete permanently removes an eligible request and its associated intake data. Decline a request Open the...

Acceptance is the decision that turns a reviewed intake request into an operational case. Before accepting Confirm the client match, contact, case...

Public forms can collect supporting files, and the acceptance workflow copies eligible request files into the resulting case. Configure uploads Open...

Subjects describe who or what the requested work concerns. They are distinct from the client requesting or paying for the work. Collect subjects...

Client matching connects the incoming request with the correct account in CaseWyze before a case is created. Understand the two records The request...

The request detail page separates the submitted information into Overview, Subjects, Files, and History. Review each tab Overview: client/contact...

Open Case Requests to see incoming intake records and follow their progress. Find the right request Search by subject, client, or request number. Use...

Staff can record intake information on behalf of a client while keeping the same review process used for public submissions. Start the request Open...

A public case request form lets a requestor provide the information your team needs before deciding whether to start a case. Complete the intake steps...

Each saved public form has a link that leads requestors to its intake questionnaire. Share the correct link Open Settings > Public Forms and locate...

Branding and instructions help requestors recognize your organization and submit useful information. Set the appearance Open the form's Branding tab....

The Fields tab determines which intake questions requestors see and which they must answer. Configure each question Open the case request form in...

Manage reusable intake forms in Settings > Public Forms with the required form-management permissions. Create the form Open Settings > Public Forms...

Choose the starting point based on who is providing the information and whether the work needs review. Use a public form for outside submissions Share...

Public forms and case requests are two parts of the same intake process in CaseWyze. The form collects information; the request gives your team a...