Sign Up Referred Intake

The Sign Up Stage of an intake comes after qualifying a potential referred case.

• At this stage, you must have contacted the client and sent them a retainer agreement.
• Signing up a referred intake notifies the originating firm and adds a referral transaction record to the case.

How To Sign Up A Referred Intake

1. Navigate to Litify Intakes > Intakes.
2. Select a referred intake.
3. Find the Litify Actions tab > Sign Up.
4. Select Confirm.