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
- Navigate to Litify Intakes > Intakes.
- Select a referred intake.
- Find the Litify Actions tab > Sign Up.
- Select Confirm.
