Vetted Cases
Integrations/Case management
Litify

Vetted Cases + Litify

During a signed implementation, approved intake fields can be mapped into the firm's Litify intake and matter objects.

Vetted Cases → Litify

What can be mapped

A new intake and matter with contact details.

Injury type, accident date, and Attorney-review flag.

Conflict-check result and structured fields.

Transcript and, when recording is enabled and permitted, audio as approved records.

Litify → Vetted Cases

What can be used

Calendar availability for booking.

Record status and duplicate checks.

Assignment and routing rules.

How the integration works
1

Confirm access

We confirm the supported Litify connection method and permissions with your firm.

2

Map your fields

We map intake to your Litify matter and intake objects.

3

Test the delivery

The firm tests the approved record and field mapping before go-live.

Connection to confirm during scoping: Litify or Salesforce API support, permissions, and approved intake objects.
Other integrations

Turn a completed intake into structured Litify data.

For Litify, scoping confirms the Salesforce objects, field permissions, and approved automation behavior.

Book the 20-minute demo →