Litify Questionnaires are completely customizable, so it is important to plan them before you build them. Read the overview of questionnaires before you begin planning and building them.

Simple vs. Complex Questionnaire Examples

Let’s consider a couple of different situations: one in which a simple linear questionnaire makes sense, and one in which a more complex branching questionnaire makes sense.

Simple linear questionnaire example

Imagine that your initial screening identified a potentially strong automobile accident case, but that the incident took place in a state where your firm does not practice. This is a great opportunity to create a simple questionnaire that captures the key information you’ll need to refer the case out to a partner firm using Litify Referrals.

Linear automobile accident Questionnaire flow:



Complex branching questionnaire example

Imagine that your initial screening identified a Mass Torts drug case for a drug that can cause either mild (but still actionable) or dangerous side effects. You want to capture information about past hospitalizations related to the drug, but only if they occurred. Asking these questions of everyone who calls about the drug would waste time. This is a perfect time to create a branching path within your questionnaire.

Branching mass tort drug questionnaire flow:


Planning Your Questionnaire

There are three basic steps to create your questionnaire:

1. Plan your Questionnaire, including all the component questions and navigation.
2. Create Questions in Litify.
3. Create Questionnaires in Litify


Planning a Questionnaire Flow

You can use any tool to plan your Questionnaire, from pen and paper to a word processor or spreadsheet program. Here’s an example of a questionnaire mapped out in Microsoft Word.

Example of a plan for the first few question sets of a questionnaire:

Note: Litify lets you set paths between multiple questionnaires. It’s a best practice to define a separate questionnaire for each Case Type that your firm handles. If there are common questions you always want to ask at the end of an individual intake, it’s also a great idea to define a common “Closing” Questionnaire.


Overall questionnaire flow example

Additional articles:
Create Questions
Create a Questionnaire


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