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Litify Integration Setup and Overview
Litify Integration Setup and Overview

In order to set up the Litify integration, a few key steps are needed within the Litify instance as well as on the Case Status side.

Updated over 2 months ago

Setup

Create a managed app for Case Status in Litify

  1. Log into Litify with an admin account for your firm

  2. Click the Setup gear in the top right corner of the screen

  3. Click Setup in the drop-down menu

  4. Select Platform Tools > Apps in the menu on the left side of the page (easier search for App Manager)

  5. Click App Manager

  6. Add a New Connected App using the bottom found in the Lightning Experience App Manager section

  7. Add the following values into the respective field (if not listed, you can ignore them):

    1. Connected App Name: Case Status

    2. API Name: Case_Status

    3. Contact Email: integration@casestatus.com

    4. Description: Case Status

    5. Enable OAuth Settings: Should be Checked

    6. Require Secret for Web Server: Should be Checked

    7. Require Secret for Refresh Token: Should NOT be checked

    8. Callback URL: https://app.casestatus.com/app/litify

    9. Selected OAuth Scopes, Add:

      1. Access and manage your data (API)

      2. Perform requests on your behalf at any time (refresh_token, offline_access)

Please Note: Once the managed app has been set up, the Key and Secret will need to be sent to Case Status.


White Listing Case Status within Litify

  1. Click the Cogwheel in the top right corner of the Home screen, select Setup

  2. Select Settings > Security > Remote Site Settings (easier to search Remote Site Settings)

  3. Create a New Remote Site

    1. Remote: CaseStatus

    2. https://app.casestatus.com

Please Note: Firms also have the option to add the Case Status iFrame into Litify. This will allow firms to send messages and documents via the case status iFrame without ever having to leave the Litify app.

Download Case Status Lighting App

  1. Use this URL to install the package into any organization:

    1. Admin: v1.24.0

      1. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4x000000im2a

  2. Add the Widget to a page

    1. Go to Matters > Select any Matter

    2. Click the Setup cog in the top right corner

    3. Click Edit Page

    4. Close the 4-way arrow button at the top right-hand side of the matter plan component (the button next to the delete/trashcan icon)

    5. Select Add Tab on the right side of the screen

    6. Click on the newly created tab and select Custom, Enter the label Case Status, and press done

    7. Drag the Tab to be the 4th or 5th item in the list.

    8. Click on Case Status in the component list. Press Add Component(s) here

    9. On the top left, Search Case Status - Messaging - Drag into the component.

    10. Press Save at the top right of the screen

    11. Select Custom > Case Status - Messaging (easier to search case status in the component section)

    12. Drag Case Status - Messaging onto your Matter display to organize the Case Status window.

  3. Create a Case Status Tab at the top of Litify

    1. While on a Litify Matter, select Edit Page again

    2. Select Pages at the top left and select New Page

    3. Select App Page, press Next

    4. Enter Case Status as the Label then press Next

    5. Select One Region then press Finish

    6. Search for Case Status - Admin and drag it onto the page.

    7. Select Save at the top right, select Activate

    8. Change the Icon to the green cell phone icon

    9. Select Lightning Experience > Litify > Add a Page to the App

    10. Drag Case Status to right after Matters (or wherever you desire)

    11. Press Save

    12. Press Save at the top right again

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