Sign up an intake once you have qualified a potential case and contacted the client to sign a retainer agreement. This process notifies the originating firm that you have decided to sign up the case and adds a referral transaction record to the case. Do not complete this step until you have signed the agreement with your new client.
This action only exists on cases that began as incoming referrals on Litify Referral Network.
1. Open an intake. In Litify Actions, click Sign Up.
2. Click Confirm on the "Sign up this Intake?" window.
This process automatically populates the Signed up at field on the related referral if this intake began as a referral. The field name is Signed_up_at__c and it is a Date/Time field. This also populates the same field on the originating firm's referral record.
Create a Questionnaire
Open a Matter from an Intake