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Matters + Intakes
Matters + Intakes
Matter Plans
Add Tasks to a Matter Stage
Matter Plans Overview
Determine Statute of Limitations
About Matter Plans
Create a Matter Plan
See all 15 articles
Matters
Intakes
Calendar Rules
About Calendar Rules Triggers
Calendar Rules Trigger Object Fields
About Calendar Rules Events
Litify Calendar Rules User Permission Set
Disable Trigger Items Across All Matters
See all 10 articles
Financial Objects
Negotiation Object
Insurance Object
Damage Object
Matter Teams
Default Matter Teams Overview
Create a Default Matter Team
Edit a Default Matter Team
Create a Matter Team Role
Using Questionnaires
Should you map addresses to Billing or Shipping Address fields?
Questionnaire Overview
Create a Questionnaire (Questionnaire Builder)
Plan a Questionnaire
Plan a Default Questionnaire
See all 27 articles
Using the DICE Toolbar
Does the time zone of a Litify user affect the limits in calling time in DICE?
Are DICE queue time lockouts queue-specific or for every queue?
Dynamic Intake Calling Environment (DICE) Overview
Customize Toolbar
Create a DICE Queue
See all 18 articles
Using Roles
Roles Component Admin Guide
Overview of Roles on Intakes and Matters
Use Categories to Customize Page Layouts for Roles
Create a Role
Edit a Role
See all 7 articles
Notes Admin Guide
Notes Admin Guide
Notes
Using Parties
Parties Component Admin Guide
Parties User Guide
Creating and Editing a Party
About Parties & Roles
Edit the Fields on the Create Party Window
See all 11 articles
Utility Bar Admin Guide
Edit the Utility Bar on an App
Advanced Search Admin Guide
Locate Your Matters with Matters Quick Search in the Utility Bar
Locate Your Open Matters with the My Matters Component
