Technical writer, content enthusiast, and user advocate.

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Activity overview

Latest activity by Lawrence
  • Lawrence created an article,

    Unable to Log in or Sync Inbox

    Users & Admins Cannot Log in or Sync to Inbox If users are not able to log in to Litify Inbox via their MS/Outlook account, it is likely your firm uses a firewall that is blocking either the IP add...

  • Lawrence created an article,

    Whitelist Inbox Resource URLs

    Some network environments are locked down via a Firewall and allow only whitelisted URLs inbound to their internal network. This can be done from Salesforce Setup. URL Whitelist Table  Include the ...

  • Lawrence created an article,

    Review Questionnaire Answers

    You can review questionnaire answers beneath the questionnaire itself on an intake. Questions are stored in the same order they appear on the questionnaire. How to Review Questionnaire Answers Log...

  • Lawrence created an article,

    About Case Qualification Criteria

    Questionnaires process each answer given and perform actions against a set of criteria defined by your firm. This criteria is called Case Qualification Criteria (CQC). CQC helps automate intake qua...

  • Lawrence created an article,

    About Questionnaire Data

    Answers to questions are stored in three places on Litify. Admins and firm employees can use answers for reporting, creating workflows, and storing important details for other team members to revie...

  • Lawrence created an article,

    About Other Questionnaires

    The following questionnaires are not case type questionnaires, but meet other use cases. Users can use these questionnaires in addition to case type questionnaires when processing intakes.  Pre-Pac...

  • Lawrence created an article,

    About Mass Tort Questionnaires

    These questionnaires gather important information tailored to specific types of Mass Torts. They differ from Case Type-specific questionnaires only in that Litify tracks the Case Type as “Mass Tort...

  • Lawrence created an article,

    Matter Actions

    Users with the correct matter permissions can perform all of the Litify Actions listed below. All Matter Actions Close Matter Use this action when a case is complete. Select a reason for closing: S...

  • Lawrence created an article,

    Intake Actions

    Users with the correct intake permissions can perform all of the Litify Actions listed below. All Intake Actions Sign Up This means that a retainer agreement exists between the client and your firm...

  • Lawrence created an article,

    Referral Actions

    Users with the correct referrals permissions can perform all of the Litify Actions listed below. All Referral Actions Investigate Use this action when you agree to contact the client on a received ...