Vetted Intake + Litify
For Litify, we confirm the Salesforce objects, field permissions, and approved automation behavior before testing the handoff.
What can be mapped
A new intake and matter with contact details.
Injury type, incident date, and attorney-review flag.
Conflict-check result and structured fields.
Transcript and, when recording is enabled and permitted, audio as approved records.
What can be used
Calendar availability for booking.
Record status and duplicate checks.
Assignment and routing rules.
Confirm access
We confirm the supported Litify connection method and permissions with your firm.
Map your fields
We map intake to your Litify matter and intake objects.
Test the delivery
The firm tests the approved record and field mapping before go-live.
Turn a completed intake into structured Litify data.
For Litify, scoping confirms the Salesforce objects, field permissions, and approved automation behavior.
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