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
Was this article helpful?
0 out of 0 found this helpful