No. CaseScribe currently does not have a feature that allows two separate clients or case folders to be merged in the interface.
However, you can still combine updated documents and evidence into a single case using a simple workflow.
Recommended Alternative: Upload the Latest eFolder to the Case You Want to Keep
The best way to consolidate updates is to upload the latest full set of eFolder documents into the case you want to keep.
How This Works
When you upload the complete eFolder into an existing case, CaseScribe will automatically manage the documents for you.
The system will:
Deduplicate documents so you do not end up with duplicate files
Update file names or numbers if the new eFolder contains updated versions
Preserve all existing work already done in the case
This includes:
Facts created from earlier uploads
Tags applied to facts
Comments and annotations
Manual edits or corrections
Recommended Workflow
If you need to combine information from two case folders, follow this process.
Open the case you want to keep.
Upload the latest full eFolder for the veteran.
Allow CaseScribe to process the new upload.
CaseScribe will automatically handle duplicate detection and document updates while keeping your previously created facts and tags intact.
Important Notes
Cases and clients cannot currently be merged directly.
Uploading the full updated eFolder to the existing case is the safest way to consolidate records.
This approach preserves your previous case analysis and avoids losing facts or tags.
Summary
While CaseScribe does not support merging two cases or clients directly, you can effectively combine updates by uploading the latest complete eFolder into the case you want to continue working in. The system will deduplicate documents and preserve your existing facts, tags, and edits.
