This will permanently delete this case and all its data. Cannot be undone.

This will create a full client case for and move them out of leads. All their details will carry across.

This will create a copy of this case with all tasks and documents. Payments are NOT copied.

Stage updated! Notify your client about this progress:

Share this private link with your client. They can view their case progress without logging in.

Select the documents needed for this case. Already added ones are greyed out.