Merge client's cases is used to move cases between duplicate clients and keep your records clean.
You can transfer cases from one client to another (in either direction), and choose to archive the duplicate after merging.
Why use this?
✅ Keep case data under the correct client
✅ Eliminate confusion from duplicates
✅ Maintain accurate, organized client records
No data is lost — everything is simply consolidated.
How to Merge Client Cases:
Go to the Client List and find the client you want to merge from.
Open the client profile, click the More Options icon (⋮), and select Merge this Client’s Cases.
Search for the client you want to merge to. You’ll see their ID and how many cases they have.
(Optional) ✅ Tick the box to archive the client you’re merging from — this helps avoid duplicate records. Then, click the Merge Case button.
Once merged:
If archived, the client's status updates to Archived.
A "Merged At" date appears under their name.
A link to the merged-to client is shown so you can easily jump to that profile.
Merging client cases helps you stay organized, ensures accurate client histories, and makes your workspace much easier to manage — with no risk of losing data.