Typically questionnaires are completed during the intakes stage, however there are situations where you may need to investigate further. Questionnaires can help! You can add a questionnaire to a matter from its record detail page. 

How to Add a Questionnaire to a Matter

  1. Log in to Litify.
  2. Navigate to Matters > [Matter Name]
  3. Navigate to the Questionnaire tab.
  4. Select a Questionnaire Name from the dropdown.
  5. Select Add.

You can now complete the questionnaire associated to the Matter. 

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