Litify Intake statuses keep you informed about the state of each case. Certain Litify Actions automatically update statuses. Organized by intake workflow processes, these seven statuses are intuitive and give you access to procedural data. For example, you can create reports about the length of time cases remains at the Working status.

We suggest you do not edit the Status field on an intake. Litify Actions and other processes automatically change the status on an intake, saving you time and streamlining your processes.  

 

Intake statuses and definitions:

 

Status

What it Means

How it is Set

Open

The Intake is brand new and nothing has been done with it.

Set automatically on new Intake records.

Working

The Questionnaire has been started on the Intake, or other work is being done to move it forward.

Set automatically when the Questionnaire is started. Can be set manually as well.

Retainer Agreement Sent

The Fee Agreement and associated paperwork has gone out to the client via DocuSign or physical mail.

Set automatically if there is a DocuSign envelope sent from the Intake record. Should be set manually if this paperwork is sent via physical mail instead.

Retainer Agreement Signed

The Fee Agreement and associated paperwork has been signed by all relevant parties.

Set automatically if there is a DocuSign envelope with status "completed" sent from the Intake record. Should be set manually if this paperwork is completed in another way.

Turned Down

We have declined to represent this client in this matter.

Should be set manually when relevant. Can be automated using Questionnaire responses.

 

Be sure to select an appropriate "Turn Down Reason" when setting a case as Turned Down.

Referred Out

This case has been sent to a partner firm, who may choose to proceed with it.

Set automatically when an Intake is converted to a referral using Litify.

Converted

We have signed this case up and will proceed with it as an active matter.

Set automatically when an intake is converted to a matter using Litify.






 

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