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
- Log in to Litify.
- Navigate to Matters > [Matter Name].
- Navigate to the Questionnaire tab.
- Select a Questionnaire Name from the dropdown.
- Select Add.
You can now complete the questionnaire associated to the Matter.