Assign Matter Plan From Intake

When you convert an Intake record to a Matter record, you can select a Case Type or override the default Matter Plan for that Case Type.

How to Assign a Matter Plan From an Intake

A. Use Default Matter Plan

  1. Navigate to Litify Intakes > Intakes > select an Intake.
  2. Navigate to Litify Actions > Open Matter.
  3. Provide a Matter Owner.
  4. Select a Case Type. Case Types have a 1:1 relationship with Matter Plans.
  5. Confirm. The Intake converts to a Matter with the default Case Type Matter Plan.

default_matter_plan.png

B. Override Default Matter Plan

  1. Navigate to Litify Intakes > Intakes > select an Intake.
  2. Navigate to Litify Actions > Open Matter.
  3. Provide a Matter Owner.
  4. Select a Case Type.
  5. Enable Override Default Matter Plan. Select a Matter Plan to use.

override_default_mp.png

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