After the initial intake process, you might determine that a case is not right for your firm—and not an ideal opportunity for a referral. You have the option to turn down an Intake at any time. Read on to learn how.

How to Turn Down An Intake

  1. Navigate to Intakes > Intakes.
  2. Open the intake you wish to turn down.
  3. Find the Litify Actions tab > Turn Down.LI_turn_down_intake.png
  4. Select a reason from the Turn Down Reason dropdown.
  5. Select Confirm.

The intake Status field changes to Turned Down.

Turned Down Referral

If this intake began as a referral, turning it down updates the referral and notifies the originating firm that you have turned down the case.

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