Thanks for replying Robert!
SOLVED: I was able to solve my issue!
I added an Active Case column to the Users table and also added a Relation column to the Cases table. The User profile columns are always available so this way I am able to go from Users to Cases from any screen in the app.
For the intake flow, I also didn’t need to use multiple screen eventually, but instead just used a single screen and the mutli-form pattern (using containers with conditional visibility instead of multiple layout screens).