Process Cases
Create a Case in Case Status
Using this apex class within a flow will allow all new matters in Litify to automatically create a case in Case Status when the matter is added.
Flows can be filtered so that only specific cases are added using the filtering options.
Matters must have a minimum set of information to be added to Case Status. See field mapping below.
Case Status utilizes Practice Areas (also called Case Types). If the Practice Area does not exist in Case Status, it will be created automatically. The stages will be configured with your implementation manager using the Case Status templates.
If Cases need to be created from a different SalesForce object other than Matters, this can be configured as well.
Case Status Field | Salesforce Field | Required? | Additional Notes | Suggested Forumla |
Attorney ID | Primary Users > Record ID | Yes |
| {!$Record.litify_pm__Principal_Attorney__r.Id} |
Matter ID in Salesforce | Record ID | Yes |
| {!$Record.Id} |
Case ID in Case Status | Any available field configured in Flows | Yes | Client facing name of the case | {!$Record.litify_pm__Display_Name__c} |
Case Description | Any available field configured in Flows | No | Client facing description of the case | {!$Record.litify_pm__Description__c} |
Primary Attorney Email address | Any available email address attached to a user | Yes |
| {!$Record.litify_pm__Principal_Attorney__r.Email} |
Practice Area ID field in Salesforce | Any available field configured in Flows | No |
| {!$Record.litify_pm__Case_Type__r.Id} |
Practice Area Name | Any available field configured in Flows | Yes |
| {!$Record.litify_pm__Case_Type__r.Name} |
Case Date | Any available field configured in Flows | No |
| {!$Record.litify_pm__Incident_date__c} |
Client Id in Salesforce | Client ID | Yes |
| {!$Record.litify_pm__Client__r.Id} |
The Client First Name | Any available field configured in Flows | Yes |
| {!$Record.litify_pm__Client__r.litify_pm__First_Name__c} |
The Client Last Name | Any available field configured in Flows | Yes |
| {!$Record.litify_pm__Client__r.litify_pm__Last_Name__c} |
Client Email Address | Any available email address configured in Flows | No |
| {!$Record.litify_pm__Client__r.litify_pm__Email__c} |
The Client Cell Phone Number | Any available field configured in Flows. | Yes |
| {!$Record.litify_pm__Client__r.litify_pm__Phone_Mobile__c} |
Case Status Name | Any available field configured in Flows. |
|
| {!$Record.litify_pm__Matter_Stage_Activity__r.Name} |
Case Status ID in Salesforce | Any available field configured in Flows. | No |
| {!$Record.litify_pm__Matter_Stage_Activity__r.Id} |
The date that the Case was closed? | Any available date field configured in Flows. | No | When this field is set, the case will be closed in Case Status | {!$Record.litify_pm__Closed_Date__c} |
Base URL | Set as “https://app.casestatus.com/” | Yes |
| |
Client Birth Date | Any available date field configured in Flows. | No |
| {!$Record.litify_pm__Client__r.litify_pm__Date_of_birth__c} |
The Client SSN | Any available field configured in Flows. | No |
|
|
Create new client? | True/False | No |
| {!$GlobalConstant.True} |
List of Case Managers/ Attorneys Email Addresses | Any user email addresses | No | We will provide a formula for adding multiple email addresses |
|
Primary Attorney First Name | Any available field configured in Flows. | No |
| {!$Record.litify_pm__Principal_Attorney__r.FirstName} |
Primary Attorney Last Name | Any available field configured in Flows. | No |
| {!$Record.litify_pm__Principal_Attorney__r.LastName} |
Update a Case in Case Status
When a matter is updated in Litify this will automatically updated the corresponding case in Case Status in the areas outlined below
Stage Changes
By default, flows will be set up so that if a stage is updated in Litify, Case Status will update to a matching stage. For example, if the stage is updated to Released from Treatment in Litify, in Case Status the case’s status shall also move to Released from Treatment. If a matching stage does not exist, the stage will remain the same in Case Status.
Stage names in Litify can be mapped to different client facing stage names in Case Status. For example, if the stage is updated to Released from Treatment or Treatment Pending in Litify, update the stage in Case Status to Treatment Completed. This mapping will be configured by your Implementation Manager on the Case Status side.
Other Case Updates
When attorneys are added or removed from a matter in Litify, this will be reflected in the corresponding Case Status case.
When paralegals are added ore removed from a matter in Litify, this will be reflected in the corresponding Case Status case.
When a case description is added or updated in Litify, this will be reflected in the corresponding Case Status case.
Send a message through Case Status
Using this apex class within a flow will enable new or edited records in Litify to send a message through Case Status
Flows can be filtered to only delivered messages under specific custom critera.
This apex class can be used to deliver one message at a time to cases as they are updated and isn't intended to deliver messages simultaneously in bulk
Below are the fields needed to create a Case Status message.
Case Status Field | Salesforce Field | Additional Notes |
API Key | No | Provided by Case Status |
Body | Yes | Body of the message to be delivered. |
Matter ID | Yes | ID of the Case to deliver message |
baseURL | No |
Please Note: Message delivered using rich-text text templates, must have removed any double quotations in favor of single quotations. This can be done by first creating the template in rich-text, and then viewing it in plain text to ensure that the message transports successfully.
Create a Treatment Log in Case Status
Using this apex class within a flow will enable new or edited records in Litify to create a treatment log in Case Status
Flows can be filtered so that only specific records will create treatment logs.
This apex class is only a one was sync and can only be used to create treatment logs in Case Status from Litify records. There is not currently a way to sync treatment logs created in Case status back to Litify.
Below are some of the fields that can be mapped in order to create a treatment log.
Case Status Field | Salesforce Field | Additional Notes |
Treatment Address | No |
|
Treatment Appointment Date | Yes | Date of the appointment |
Treatment Date | Yes | Date the treatment was logged |
Treatment Description | Yes |
|
Treatment Feeling Rating | No | How the patient is feeling after treatment |
Treatment Notes | No |
|
Treatment Office Name | Yes |
|
Treatment Provider Name | No | Doctors Name |