Convert an Intake Response to a Case
Once you've reviewed a client's intake responses, you can convert the response directly into a new case in Clasp — no manual re-entry needed. The new case keeps the submitted details intact and links back to the original response automatically. This eliminates duplicate data entry and preserves the client's original submission. You save time and keep client information consistent from intake through case management.
How to convert a response to a case
Click Intake in the sidebar.
Click the Responses tab.
Click the intake response you want to convert.
Click the Convert to Case button.
Fill in the case details: Case Name, Practice Area, and Stage.
Click Create Case to confirm.
What happens next
A new case is created with the intake response linked to it. The client's contact record is created automatically if one does not already exist. All submitted answers are carried over and attached to the case record. You can locate the case in the Cases list and start working on it immediately.
Note: Converting a response does not delete it — it remains in the Responses tab for reference.
Related: View Intake Responses · Send an Intake Form · Create an Intake Form