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 |
|
|
litify_pm__Email__c |
|
|
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 |
