This method is best when qualifying the first party associated with a new intake.

  1. Navigate to Litify > Parties  > + New Party.LI_create_a_new_party.png
  2. Choose Litify Business or Litify Individual.
  3. Select Next.
  4. Fill out the required fields for the new party.
  5. Select Save & Create IntakeLI_create_party___intake.png
    • If you select Save or Save & Edit, only a party record is created.

Parties are recorded in Intakes via the Client field.

Was this article helpful?
0 out of 0 found this helpful