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.
- 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.