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.