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  4. Intakes

Intakes

Read how to use all of the Intakes features.

About Intakes

  • About Intakes
  • Intakes Introduction Guide
  • Litify Intakes Overview
  • About Litify Intakes Statuses
  • About Case Quality Score

Intakes API

  • Disable Email Matching Rules in Intakes API
  • Set up Gravity Forms to Post to Litify
  • Litify Intakes API

Configuring Intakes

  • Edit Your Intakes Page Layout
  • Automate Case Quality Score
  • Add Fields to Your Intake Page Layout
  • Edit Your Intake Lightning Record Page

Creating Intakes

  • Create Intake With Initial Party
  • Assign Matter Team From Intake
  • Use Intake Actions
  • Create an Intake
  • Create Intake From Intakes Page
  • See all 9 articles

Managing Intakes

  • Refer Out Intake
  • Turn Down Intake
  • Convert Intake To Matter
  • Turn Down an Intake
  • Qualify Intake
  • See all 7 articles

Injuries & Treatments

  • Adding, Editing, and Deleting Injuries
  • Add Injury Status
  • Add Injury Treatments
  • Add Pain Levels
  • Injuries & Treatments User Guide

Sources

  • About Sources
  • Assign Source to Intake
  • Create Source From New Intake Record
  • Create Source From Existing Intake Record
  • Create Source From Source App
  • See all 6 articles
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