1. Litify Help
  2. Litify Guides
  3. Matters + Intakes
  4. Intakes
  5. Creating Intakes

Create Intake From Referral

Avatar
Lawrence

Use existing data already captured by the previous firm to create an intake based off of the referral sent.

How to Create an Intake From a Referral

  1. Navigate to Litify Referrals Pro > Referrals.
  2. Change your view to Incoming Referrals.LI_intake_from_referrals.png
  3. Find and select referral name.

Articles in this section

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