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.LI_signup_intake.png
  4. Select Confirm.
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