Case types in Litify are used to populate Case Type fields on referrals, intakes, and matters. Case types allow you to gather data and create reports to track performance at your firm. There are many case types in the Litify managed package, but you might need to create more to suit your firm's practices. View the complete list of Litify Referrals Network managed Case Types.

There are two ways to create case types: in Litify Setup or when you are adding a new intake or matter record.

For this example, we'll create a custom case type for Long-Term Disability (LTD) cases. Create your own case type along with this guide.

 

Here's how:


1. Click the gear.png in the upper-right corner, and click Setup

2. Click the More dropdown arrow on the toolbar, and click Case Types.


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3. On the Case Types page, view all of the case types included in the Litify package and create custom case types. In the upper-right corner, click new.png. 


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4. Complete the "New Case Type" window.


a. Name the case type.
b. Map the custom case type to an LRN Case Type. You must do this. Select the closest LRN case type to your custom case type.
c. Check the Is Available box so you can select this case type for referrals, intakes, and matters. Note: case types that are custom/locally created show up regardless of “Is Available” settings.
d. Click Save.

For our example, the case type is Long Term Disability and it maps it to the ADA - American Disability Act LRN Case Type.

 

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5. Your new case type opens. Edit the case type on this page. The Is Local checkbox is auto-checked because this case type is local to your org. You cannot uncheck this box.


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Create a case type from the new intake and matter windows


Create a new case type directly from the new intake and matter windows. This allows you to create case types when you need to use them on a case.

1. When creating an intake or matter, enter your case type in the Case Type field. Click +New Case Type at the bottom of the list.

2. Fill out the "New Case Type" window the same way as the previous method in this article.


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Additional articles:
Complete list of Litify case types
Overview of Case Types





 

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