Quickly refine your search from thousands of records using key filters on data you care about most. Litify’s Advanced Search can be used to find Intakes, Matters, and Parties.

Basic Navigation

Advanced Search can be used from the following objects:

  • Intakes
  • Matters 

How to Use Advanced Search

Find a Party for Intakes

  1. Navigate to Litify Intakes > Intakes > Select a record name.
  2. Navigate to the Roles tab > + (add role).
  3. Select the Search icon. A series of pre-populated filters appear. 
  4. Input your search criteria.
  5. Select Search.

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Find a Matter from Quick Search

  1. Navigate to Litify Matters > Matters > Matter Quick Search.
  2. Select the Search icon. A series of pre-populated filters appear. 
  3. Input your search criteria.
  4. Select Search.

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Associate a Role to another Matter

  1. Navigate to Litify Matters > Matters > select a Matter.
  2. Navigate to the Roles tab. 
  3. Hover over a party > edit Role Information. A modal appears.
  4. Scroll to the Matter field > select the field > select the Search icon.
  5. Input your search criteria.
  6. Select Search.
  7. Select your record.
  8. Save.

Associate an Intake to a Role

  1. Navigate to Litify Matters > Matters > select a Matter.
  2. Navigate to the Roles tab. 
  3. Hover over a party > edit Role Information. A modal appears.
  4. Scroll to the Intake field > select the field > select the Search icon.
  5. Input your search criteria.
  6. Select Search.
  7. Select your record.
  8. Save.
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