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
- Navigate to Litify Intakes > Intakes > select an Intake.
- Navigate to Litify Actions > Open Matter.
- Provide a Matter Owner.
- Select a Case Type. Case Types have a 1:1 relationship with Matter Plans.
- Confirm. The Intake converts to a Matter with the default Case Type Matter Plan.
B. Override Default Matter Plan
- Navigate to Litify Intakes > Intakes > select an Intake.
- Navigate to Litify Actions > Open Matter.
- Provide a Matter Owner.
- Select a Case Type.
- Enable Override Default Matter Plan. Select a Matter Plan to use.
