This method is best when qualifying the first party associated with a new intake.
- Navigate to Litify > Parties > + New Party.
- Choose Litify Business or Litify Individual.
- Select Next.
- Fill out the required fields for the new party.
- Select Save & Create Intake
- If you select Save or Save & Edit, only a party record is created.
Parties are recorded in Intakes via the Client field.
