The Case Status integration with Litify is a purpose-built solution designed to bridge the gap between firm operations and client experience. Built exclusively for Litify-based Salesforce instances, this integration eliminates manual data silos by creating a seamless, bi-directional sync between your legal team and your clients.
By leveraging this package, firms can enhance their clients' experiences while maintaining Litify as their overall system of record.
Key Capabilities
Centralized Client Communication
Unified Navigation: Access Case Status directly within Litify matters, keeping your team in one workspace.
Synchronized Messaging: Replace standard Litify Notes with Case Status Messages. This custom object centralizes all client communications, ensuring that every update—whether automated or manual—is logged directly against the Matter record.
Advanced Client Insights & NPS
Real-Time Sentiment Tracking: Monitor client satisfaction without leaving the Matter. New fields for NPS and Last Message Sent provide immediate visibility into engagement levels.
Historical NPS Reporting: Automatically capture and store historical Net Promoter Scores to track firm performance and client satisfaction trends over the lifecycle of a case.
Operational Efficiency: Streamline routine tasks with flows designed for case synchronization, custom notifications, and automated status updates, reducing the administrative burden on your staff.
Object & Field Reference
New Custom Objects
The package introduces two primary custom objects to enhance reportability and visibility within your Litify environment:
Object | Purpose |
Case Status Messages | Tracks all inbound/outbound client communications, including sentiment and delivery status. |
NPS Tracking | Stores structured feedback data, including scores, practice area correlation, and qualitative feedback. |
Note on Reportability: All new fields—including Sentiment, Urgency, and Read At—are fully accessible via Salesforce Reports and Dashboards for deep-dive operational analysis.
Implementation & Support
Configuration & Setup
To ensure a successful deployment, please refer to our technical guides:
Core Configuration Guide: Step-by-step instructions for linking your Salesforce instance.
Intake Flow Documentation: Instructions for synchronizing Litify Intakes to Case Status.
Technical Requirements
This package contains Apex Classes and Lightning Flows. We recommend that implementation be handled by a Salesforce Administrator or a technical lead familiar with the Litify data schema to ensure proper page layout assignment and permissions.
Support Resources:
Technical Documentation: Download PDF: Case Status Litify Integration Guide
Support Team: Our team is available to assist with component descriptions and advanced setup.