Users with the correct intake permissions can perform all of the Litify Actions listed below.
All Intake Actions
Sign Up
This means that a retainer agreement exists between the client and your firm. The originating firm will be notified that you signed up the case. This action populates Signed up at field on the related referral record.
Open Matter
Once you have signed up the case, you can open a matter. Many fields carry over from the intake to the matter. This changes the intake Status to Converted.
Turn Down
Turn down the case at the intake stage if you decide not to work the case. The originating firm will be notified that you have chosen not to work the case. This changes the intake Status to Turned Down.
Refer Out
Refer out intakes that did not originate as referrals from other firms. Select this action and choose the handling firm. This changes the intake Status to Referred Out.
Conditions
Intake actions are made available based on the intake's status.
Status | Available actions |
Open | Open Matter, Turn Down, Refer Out |
Working | Open Matter, Turn Down, Refer Out |
Under Review | Open Matter, Turn Down, Refer Out |
Turned Down | Open Matter, Refer Out |
Referred Out | Open Matter, Turn Down, Refer Out |
Converted | Turn Down |