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Litify includes the following fields on the Intake object:

  • Field Label: the display name of the field on an object
  • Field Name: the API name of the field
  • Data Type: the type of information stored in the field
  • Controlling Field: the field that determines the available options in this field. In other words, this field depends on the controlling field.
  • Indexed: you can perform SOQL queries on indexed fields
  • Description: brief description of the field

Intakes are potential legal cases. The Status of the intake indicates whether it has been signed up, referred out, turned down, etc. 

Intakes which are signed up will be converted to Matters, but the Intake record also remains (with status "Converted") and is related to the Matter record.

Field Label Field Name Data Type Indexed Description

Age (in days)

litify_pm__age_in_days__c

Formula (Number)

 

time since user created the intake record

Browser

litify_pm__Browser__c

Text(255)

 

optional (marketing): browser used to fill out webform, for example

Case Address 1

litify_pm__Case_Address_1__c

Text(255)

 

street address of the case, line 1

Case Address 2

litify_pm__Case_Address_2__c

Text(255)

 

street address of the case, line 2

Case City

litify_pm__Case_City__c

Text(255)

 

city of the case

Case Postal Code

litify_pm__Case_Postal_Code__c

Text(255)

 

case postal code

Case Quality

litify_pm__Case_Quality__c

Formula (Text)

 

visual representation of case quality score

Case Quality Score

litify_pm__Case_Quality_Score__c

Number(18, 0)

 

number 0-100 representing overall case quality

Case State

litify_pm__Case_State__c

Picklist

 

state where the case occured

Case Type

litify_pm__Case_Type__c

Lookup(Case Type)

Yes

Litify case type

Client

litify_pm__Client__c

Lookup(Party)

Yes

client on the case, populated by the party record

Converted Date

litify_pm__Converted_Date__c

Date/Time

 

date and time when status was first set to Converted

Created to Referred Out

litify_pm__Created_to_Referred_Out__c

Formula(Number)

 

time between record creation and referred out action

Created to Signed Up

litify_pm__Created_to_Signed_Up__c

Formula(Number)

 

time between record creation and signed up action

Created to Turned Down

litify_pm__Created_to_Turned_Down__c

Formula(Number)

 

time between record creation and turned down action

Description

litify_pm__Description__c

Long Text Area(131072)

 

description of the case

Device Type

litify_pm__Device_Type2__c

Text(255)

 

optional (marketing): device used to fill out webform, for example

Device Type (DEPRECATED)

litify_pm__Device_Type__c

Text(255) (Unique Case Insensitive)

Yes

DEPRECATED

Display Name

litify_pm__Display_Name__c

Text(255) (External ID)

Yes

user defined display name of the case

Email

litify_pm__Email__c

Email

 

client's email, populated automatically from Client Party record

First Name

litify_pm__First_Name__c

Text(255)

 

client's first name, populated automatically from Client Party record

Incident Date

litify_pm__Incident_Date__c

Date

 

incident date of the case

Intake Assigned to Current User

litify_pm__Intake_Assigned_to_Current_User__c

Date/Time

 

date and time the intake was assigned to the current user

Intakes

litify_pm__Intakes__c

Formula(Number)

 

 

IsConverted

litify_pm__IsConverted__c

Checkbox

 

checkbox that determines if the case was converted to a matter

Last Called At

litify_pm__Last_Called_At__c

Date/Time

 

date and time of the last logged call

Last Emailed At

litify_pm__Last_Emailed_At__c

Date/Time

 

date and time of the last related email

Last Name

litify_pm__Last_Name__c

Text(255)

 

client's last name, populated automatically from Client Party record

Matter

litify_pm__Matter__c

Lookup(Matter)

Yes

Matter record opened from this Intake

Matter Created Date

litify_pm__Matter_Created_Date__c

Date

 

date Matter was opened from this Intake

Matter Owner

litify_pm__Matter_Owner__c

Lookup(User)

Yes

record Owner of the Matter opened from this Intake

Minutes from Open to Working

litify_pm__Minutes_from_Open_to_Working__c

Formula(Number)

 

# minutes between when the first status listed was updated to the second status

Minutes from Retainer Sent to Signed

litify_pm__Minutes_from_Retainer_Sent_to_Signed__c

Formula(Number)

 

# minutes between when the first status listed was updated to the second status

Minutes from Signed to Matter Open

litify_pm__Minutes_from_Signed_to_Matter_Open__c

Formula(Number)

 

# minutes between when the first status listed was updated to the second status

Minutes from Under Review to Retainer

litify_pm__Minutes_from_Under_Review_to_Retainer__c

Formula(Number)

 

# minutes between when the first status listed was updated to the second status

Minutes from Working to Retainer Sent

litify_pm__Minutes_from_Working_to_Retainer_Sent__c

Formula(Number)

 

# minutes between when the first status listed was updated to the second status

Minutes from Working to Under Review

litify_pm__Minutes_from_Working_to_Under_Review__c

Formula(Number)

 

# minutes between when the first status listed was updated to the second status

Minutes to Close

litify_pm__Minutes_to_Close__c

Formula(Number)

 

# minutes between Open status and Referred Out, Turned Down, or Converted status

Minutes to Complete Questionnaire

litify_pm__Minutes_to_Complete_Questionnaire__c

Formula(Number)

 

# minutes between Questionnaire Start Date and Questionnaire End Date

Open Date

litify_pm__Open_Date__c

Date/Time

 

date and time when status was first set to Open

Phone

litify_pm__Phone__c

Phone

 

client's Phone, populated automatically from Client Party record Phone field

Phone Area Code

litify_pm__Phone_Area_Code__c

Formula (Text)

 

area code (first 3 digits) of client's Phone, populated automatically from Client Party record

Qualified

litify_pm__Qualified__c

Checkbox

 

checked automatically when Questionnaire End Date is populated

Questionnaire End Date

litify_pm__Questionnaire_End_Date__c

Date/Time

 

date and time of the most recent Questionnaire completion

Questionnaire Last Modified

litify_pm__Questionnaire_Last_Modified__c

Date/Time

 

date and time of the most recent Question Answer entry

Questionnaire Output

litify_pm__Questions_and_answers__c

Long Text Area(131072)

 

DEPRECATED

Questionnaire Start Date

litify_pm__Questionnaire_Start_Date__c

Date/Time

 

date and time when first Question Answer was filled out on Questionnaire

Referral

litify_pm__Referral__c

Lookup(Referral)

Yes

the incoming or outgoing Referral, if this Intake was sent to or received from another firm via the Litify Referrals Network

Referred Out Date

litify_pm__Referred_Out_Date__c

Date/Time

 

date and time when status was first set to Referred Out

Retainer Agreement Sent Date

litify_pm__Retainer_Agreement_Sent_Date__c

Date/Time

 

date and time when status was first set to Retainer Agreement Sent

Retainer Agreement Signed

litify_pm__Retainer_Agreement_Signed__c

Date/Time

 

date and time when status was first set to Retainer Agreement Signed

Search Engine

litify_pm__Search_Engine__c

Text Area(255)

 

optional (marketing): search engine used to find firm website, for example

Sign Up Method

litify_pm__Sign_Up_Method__c

Picklist

 

how the retainer agreement was signed

Source

litify_pm__Source__c

Lookup(Source)

Yes

Source record representing how the client found your firm

Source Type

litify_pm__Source_Type__c

Picklist

 

record type of the selected Source record

Status

litify_pm__Status__c

Picklist

 

status of the Intake

Statute of Limitations Date

litify_pm__Statute_of_Limitations_Date__c

Date

 

date of the Statute of Limitations, populated by Statute of Limitations object

Total Calls

litify_pm__Total_Calls__c

Number(18, 0)

 

# logged calls

Total Emails

litify_pm__Total_Emails__c

Number(18, 0)

 

# related emails

Turn Down Details

litify_pm__Turn_Down_Details__c

Long Text Area(131072)

 

text explaining circumstances of turn down

Turn Down Reason

litify_pm__Turn_Down_Reason__c

Picklist

(Controlling field: Status)

 

reason for turn down 

Turned Down Date

litify_pm__Turned_Down_Date__c

Date/Time

 

date and time when the status was first set to Turned Down

Under Review Date

litify_pm__Under_Review_Date__c

Date/Time

 

date and time when the status was first set to Under Review

UTM Campaign

litify_pm__UTM_Campaign__c

Text(255)

 

optional (marketing): campaign code

UTM Content

litify_pm__UTM_Content__c

Text(255)

 

optional (marketing): content code

UTM Medium

litify_pm__UTM_Medium__c

Text(255)

 

optional (marketing): medium code

UTM Source

litify_pm__UTM_Source__c

Text(255)

 

optional (marketing): source code

UTM Term

litify_pm__UTM_Term__c

Text(255)

 

optional (marketing): search term

Working Date

litify_pm__Working_Date__c

Date/Time

 

date and time when the status was first set to Working

 






 

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