Litify Setup

About the Attorney Share Litify Integration

The Attorney Share Litify integration supports 2-way updates between Attorney Share and Litify.

The integration supports the following functionality:

Attorney Share → Litify

• When an attorney is invited to a case on Attorney Share marketplace, the integration creates a referral in Litify
• When an attorney proposes on a case on the Attorney Share marketplace, the integration creates a referral in Litify

Litify → Attorney Share

• Ability to send a referral to Attorney Share by entering all the required information and having the case posted automatically on the Attorney Share marketplace.
• After the case is posted on the Attorney Share marketplace, any activity on the case will be reflected in Salesforce:
  • Add a note to the Litify referral when the case receives a proposal
    • After matching with an attorney, the referee attorney has to contact the potential client and sign them.
      • If the referee attorney is successful in signing the client, mark the Litify referral as Referred / Signed Up
      • If the referee attorney is not successful in signing the client, mark the Litify referral as Referred / Declined

The Litify integration is ever improving! Please reference this living guide from our engineering team for the most up to date setup instructions: Litify Setup. 

If you need assistance, please reach out to [e-mail]