Use intakes at the initial processing stage for a potential case to centralize key information and determine next steps. An intake ultimately resolves in one of three ways: converted into an active matter your legal firm will pursue, referred out, or turned down.
With Intakes, you can:
- Track potential cases
- Determine case viability
- Signup Intake
- Decline Intake
- Identify referral candidates
Required Permissions
The Litify Intake User permission set is required.
Account/Party Object
Profiles need the following permissions to interact with a party:
- Read
- Create
- Edit
Basic Navigation
- Navigate to App Launcher > Litify > Intakes.
- Select
Intake Name.
When To Create An Intake
Create an Intake when qualifying a potential case lead.
- Incoming lead calls
- Outbound lead calls
Intake Statuses
There are 7 Litify Intake statuses, organized by workflow, to keep you informed about the state of each case. Using any Litify Actions will update intake statuses automatically. It is considered best practice avoid manually updating intake statuses.
| Status | Definition | Trigger |
|---|---|---|
| Open | The Intake is brand new and has no data. | Set automatically on new Intake records. |
| Working | Work has been initiated (such as the questionnaire). | Set automatically when the Questionnaire is started. Can be set manually as well. |
| Retainer Agreement Sent | The Fee Agreement and associated paperwork has gone out to the client via DocuSign or physical mail. | Set automatically if there is a DocuSign envelope sent from the Intake record. Should be set manually if this paperwork is sent via physical mail instead. |
| Retainer Agreement Signed | The Fee Agreement and associated paperwork has been signed by all relevant parties. | Set automatically if there is a DocuSign envelope with status “completed” sent from the Intake record. Should be set manually if this paperwork is completed in another way. |
| Turned Down | We have declined to represent this client in this matter. | Should be set manually when relevant. Can be automated using Questionnaire responses. Be sure to select an appropriate “Turn Down Reason” when setting a case as Turned Down. |
| Referred Out | This case has been sent to a partner firm, who may choose to proceed with it. | Set automatically when an Intake is converted to a referral using Litify. |
| Converted | This case has been signed up and converted to an active matter. | Set automatically when an intake is converted to a matter using Litify. |