Create an Intake from a Received Referral


Create an intake from a referral once you have contacted the client and reached a preliminary agreement. This process transitions the case to Litify Intakes, so you can begin qualifying the case with questionnaires and other tools in Litify Intakes. Once you have created an intake, you will be able to sign up the case.

It's important to note that many fields from the referral populate fields on the intake, so you maintain accurate information about the case. Locate that information here

 

Here's how:


1. Open a referral. In Litify Actions, click Create Intake


i1.png

 
Note: Below the Create Intake action you can view the originating firm, the referral transaction record, and the transaction  status of the referral. 


2. Click Confirm on the "Create Intake?" window.

3. The new intake opens with certain fields auto-populated from the referral fields. Now you can begin qualifying the case and determine whether or not you want to sign up the case.

Note: On the referral, the Litify Actions section now includes a link to the new intake you created from the referral, the date of the referral creation, and the status of the intake. 


i2.png


 

Mapping


Fields from the referral auto-populate fields on the new intake record to ensure that important information remains with the case. The fields in Table One map directly from the referral fields to the intake field.

The fields in Table Two map from the referral fields to a new party record that the Create Intake action automatically creates. The fields on this party record then automatically populate the client fields on the new intake.

 

Table One

Referral Field Label Referral Field Name Referral Field Type Mapped Intake Field Label Mapped Intake Field Name Mapped Intake Field Type
Case Type Case_Type__c Lookup(Case Type) Case Type Case_Type__c Lookup(Case Type)
Description Description__c Long Text Area(131072) Description Description__c Long Text Area(131072)
Incident date Incident_date__c Date Incident Date Incident_Date__c Date
Case Address 1 Case_Address_1__c Text(255) Case Address 1 Case_Address_1__c Text(255)
Case Address 2 Case_Address_2__c Text(255) Case Address 2 Case_Address_2__c Text(255)
Case City Case_City__c Text(255) Case City Case_City__c Text(255)
Case Postal Code Case_Postal_Code__c Text(255) Case Postal Code Case_Postal_Code__c Text(255)
Case State Case_State__c Picklist Case State Case_State__c Picklist
Intake Intake__c Lookup(Intake)* Referral Referral__c Lookup(Referral)**
      Client Client__c Lookup(Party)
Originating Firm Originating_Firm__c Lookup(Firm) Source Source__c Lookup(Source)

*Populated with the Referral ID
**Populated with Intake ID


 

Table Two

Referral field label Referral field name Referral field type Mapped party field Mapped party field name Mapped party field type
Client First Name litify_pm__Client_First_Name__c Text(255) First Name litify_pm__First_Name__c Text(255)
Client Last Name litify_pm__Client_Last_Name__c Text(255) Last Name litify_pm__Last_Name__c Text(255)
Client Address 1 litify_pm__Client_Address_1__c Text(255) Mailing Address BillingAddress Address
Client email litify_pm__Client_email__c Email Email litify_pm__Email__c Email
Client City litify_pm__Client_City__c Text(255) Billing Address BillingAddress Address
Client phone litify_pm__Client_phone__c Phone Phone Mobile litify_pm__Phone_Mobile__c Phone
Client State litify_pm__Client_State__c Picklist Mailing Address BillingAddress Address
Client Postal Code litify_pm__Client_Postal_Code__c Text(255) Mailing Address BillingAddress Address



Next article:
Overview of Litify Intakes





 

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