Sources store information about where your intakes and potential case leads originate. By defining a source for your intakes, you can create reports on each source record to track trends and analyze them against outcomes such a win rates and settlement amounts. Sources are a great way to determine where high quality leads come from and they can also inform your growth strategy.
You can find the Source field on an intake record.
- Log in to Litify.
- Navigate to Intakes > [Intake Name].
- Navigate to the Details tab.
- Find the Source field.
Litify includes these standard sources:
• Attorney Referral
• Firm Employee
• Lead Generation Service
• Non-Attorney Referral
• Word of Mouth
When should I create a source?
Create sources when you are setting up or optimizing your intake processes on Litify. Common sources include television and radio advertisements, events, attorney referrals, and others.
How do I use a Source?
Use source records to populate the Source field on intakes. This field carries over to a matter when you use the Open Matter action on an intake.