How to Manage the Intake Object
Admins can use this article to manage the access and setup of intake records.
Permission Sets & Actions
- Litify Matter User: Can Create, Edit, and View intake records
- Litify Power User: Can Create, Edit, View, and Delete intake records
Page Layouts
Litify comes with default page layouts for each object. You can use these layouts directly or reference them while building your own. Below is a list of layouts that utilize or reference intake records.
Intakes: Intake Layout V6
Intakes have a dedicated page layout with related lists for the following objects:
- Litify Notes
- Open Activities
- Injuries
- Active History
- Matters
- Referrals
- Question Answers
Record Types
- Active: Intake that is still being processed for sign-up, referral, or turn down
- Converted: Intake that has been processed; signed-up intakes are converted and made available as matter records; referred intakes become referral records.
All Fields
| Field Label | Field Name | Data Type | Indexed | Description |
| Minutes from Open to Working | litify_pm__Minutes_from_Open_to_Working__c |
Formula(Number)
|
# minutes between when the first status listed was updated to the second status
|
|
| Minutes from Retainer Sent to Signed | litify_pm__Minutes_from_Retainer_Sent_to_Signed__c |
Formula(Number)
|
# minutes between when the first status listed was updated to the second status
|
|
| Minutes from Signed to Matter Open | litify_pm__Minutes_from_Signed_to_Matter_Open__c |
Formula(Number)
|
# minutes between when the first status listed was updated to the second status
|
|
| Minutes from Under Review to Retainer | litify_pm__Minutes_from_Under_Review_to_Retainer__c |
Formula(Number)
|
# minutes between when the first status listed was updated to the second status
|
|
| Minutes from Working to Retainer Sent | litify_pm__Minutes_from_Working_to_Retainer_Sent__c |
Formula(Number)
|
# minutes between when the first status listed was updated to the second status
|
|
| Minutes from Working to Under Review | litify_pm__Minutes_from_Working_to_Under_Review__c |
Formula(Number)
|
# minutes between when the first status listed was updated to the second status
|
|
| Minutes to Close | litify_pm__Minutes_to_Close__c |
Formula(Number)
|
# minutes between Open status and Referred Out, Turned Down, or Converted status
|
|
| Minutes to Complete Questionnaire | litify_pm__Minutes_to_Complete_Questionnaire__c |
Formula(Number)
|
# minutes between Questionnaire Start Date and Questionnaire End Date
|
|
| Open Date | litify_pm__Open_Date__c | Date/Time |
date and time when status was first set to Open
|
|
| Phone | litify_pm__Phone__c | Phone |
client's Phone, populated automatically from Client Party record Phone field
|
|
| Phone Area Code | litify_pm__Phone_Area_Code__c | Formula (Text) |
area code (first 3 digits) of client's Phone, populated automatically from Client Party record
|
|
| Qualified | litify_pm__Qualified__c | Checkbox |
checked automatically when Questionnaire End Date is populated
|
|
| Questionnaire End Date | litify_pm__Questionnaire_End_Date__c | Date/Time |
date and time of the most recent Questionnaire completion
|
|
| Questionnaire Last Modified | litify_pm__Questionnaire_Last_Modified__c | Date/Time |
date and time of the most recent Question Answer entry
|
|
| Questionnaire Output | litify_pm__Questions_and_answers__c |
Long Text Area(131072)
|
DEPRECATED | |
| Questionnaire Start Date | litify_pm__Questionnaire_Start_Date__c | Date/Time |
date and time when first Question Answer was filled out on Questionnaire
|
|
| Referral | litify_pm__Referral__c | Lookup(Referral) | Yes |
the incoming or outgoing Referral, if this Intake was sent to or received from another firm via the Litify Referrals Network
|
| Referred Out Date | litify_pm__Referred_Out_Date__c | Date/Time |
date and time when status was first set to Referred Out
|
|
| Retainer Agreement Sent Date | litify_pm__Retainer_Agreement_Sent_Date__c | Date/Time |
date and time when status was first set to Retainer Agreement Sent
|
|
| Retainer Agreement Signed | litify_pm__Retainer_Agreement_Signed__c | Date/Time |
date and time when status was first set to Retainer Agreement Signed
|
|
| Search Engine | litify_pm__Search_Engine__c | Text Area(255) |
optional (marketing): search engine used to find firm website, for example
|
|
| Sign Up Method | litify_pm__Sign_Up_Method__c | Picklist |
how the retainer agreement was signed
|
|
| Source | litify_pm__Source__c | Lookup(Source) | Yes |
Source record representing how the client found your firm
|
| Source Type | litify_pm__Source_Type__c | Picklist |
record type of the selected Source record
|
|
| Stage | litify_pm__Matter_Stage_Activity__c | Lookup(Stage) | Yes |
the stage on the matter plan
|
| Status | litify_pm__Status__c | Picklist |
status of the matter. Changing these values from stock may break built-in timestamp fields.
|
|
| Status | litify_pm__Status__c | Picklist |
status of the Intake
|
|
| Statute Of Limitations | litify_pm__Statute_Of_Limitations__c | Date |
the latest date you can file the case based on the Statute of Limitations records in your Litify org
|
|
| Statute of Limitations Date | litify_pm__Statute_of_Limitations_Date__c | Date |
date of the Statute of Limitations, populated by Statute of Limitations object
|
|
| Total Amount Billable | litify_pm__Total_Amount_Billable__c |
Formula(Currency)
|
contains the value of this equation: litify_pm__Total_Amount_Unbilled_Expenses__c + litify_pm__Total_Amount_Time_Entries_Unpaid__c
|
|
| Total Amount Billed | litify_pm__Total_Amount_Billed__c |
Roll-Up Summary (SUM Bill)
|
roll up summary of the Bill: Amount field
|
|
| Total Amount Due | litify_pm__Total_Amount_Due__c |
Formula(Currency)
|
||
| Total Amount Expensed | litify_pm__Total_Amount_Expensed__c |
Roll-Up Summary (SUM Expense)
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||
| Total Amount Expensed Due | litify_pm__Total_Amount_Expensed_Due__c |
Roll-Up Summary (SUM Expense)
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||
| Total Amount Paid | litify_pm__total_amount_paid__c |
Formula(Currency)
|
contains the value of this equation: total matter cost field - total amount due field - total amount billable field = total amount paid
|
|
| Total Amount Retained | litify_pm__Total_Amount_Retained__c |
Roll-Up Summary (SUM Retainer)
|
||
| Total Amount Time Entries | litify_pm__total_amount_time_entries__c |
Roll-Up Summary (SUM Time Entry)
|
||
| Total Amount Time Entries Billed | litify_pm__Total_Amount_Time_Entries_Billed__c |
Roll-Up Summary (SUM Time Entry)
|
||
| Total Amount Time Entries Due | litify_pm__Total_Amount_Time_Entries_Due__c |
Roll-Up Summary (SUM Time Entry)
|
||
| Total Amount Time Entries Unpaid | litify_pm__Total_Amount_Time_Entries_Unpaid__c |
Roll-Up Summary (SUM Time Entry)
|
||
| Total Amount Unbilled Expenses | litify_pm__Total_Amount_Unbilled_Expenses__c |
Roll-Up Summary (SUM Expense)
|
||
| Total Calls | litify_pm__Total_Calls__c | Number(18, 0) | # of logged calls | |
| Total Calls | litify_pm__Total_Calls__c | Number(18, 0) | # logged calls | |
| Total Emails | litify_pm__Total_Emails__c | Number(18, 0) |
# of related emails
|
|
| Total Emails | litify_pm__Total_Emails__c | Number(18, 0) | # related emails | |
| Total Hours | litify_pm__Total_Hours__c |
Roll-Up Summary (SUM Time Entry)
|
||
| Total Matter Cost | litify_pm__Total_matter_cost__c |
Formula (Currency)
|
contains the value of this equation: litify_pm__total_amount_time_entries__c + litify_pm__Total_Amount_Expensed__c
|
|
| Total Matter Value | litify_pm__Total_Matter_Value__c | Currency(16, 2) |
the expected or realized value of the Matter
|
|
| Turn Down Details | litify_pm__Turn_Down_Details__c |
Long Text Area(32768)
|
further details you provide when closing a matter and choosing Turn Down via Litify Actions
|
|
| Turn Down Details | litify_pm__Turn_Down_Details__c |
Long Text Area(131072)
|
text explaining circumstances of turn down
|
|
| Turn Down Reason | litify_pm__Turn_Down_Reason__c | Picklist | Status |
reason for turn down
|
| Turned Down Date | litify_pm__Turned_Down_Date__c | Date/Time |
date and time when the status was first set to Turned Down
|
|
| Under Review Date | litify_pm__Under_Review_Date__c | Date/Time |
date and time when the status was first set to Under Review
|
|
| Use same client location | litify_pm__Use_same_client_location__c | Checkbox | ||
| UTM Campaign | litify_pm__UTM_Campaign__c | Text(255) |
optional (marketing): campaign code
|
|
| UTM Content | litify_pm__UTM_Content__c | Text(255) |
optional (marketing): content code
|
|
| UTM Medium | litify_pm__UTM_Medium__c | Text(255) |
optional (marketing): medium code
|
|
| UTM Source | litify_pm__UTM_Source__c | Text(255) |
optional (marketing): source code
|
|
| UTM Term | litify_pm__UTM_Term__c | Text(255) |
optional (marketing): search term
|
|
| Working Date | litify_pm__Working_Date__c | Date/Time |
date and time when the status was first set to Working
|