Intake Actions are part of the Litify Actions component found across intakes, matters, and referrals. The actions available change depending on the record type and its current status. 

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  • Open Matter: Creates a matter record with all key intake data copied over; sets Status to Converted
  • Turn Down: Sets Status to Turned Down. If this intake was a referral, the originating firm is notified that you have chosen not to work the case. 
  • Refer Out: Refers intakes to the selected firm. Sets Status to Referred Out.  
  • Sign Up: This action is only available on inbound-referred intakes. Signing up this client notifies the originating firm.
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