Integration

Streamline Litigation Intake with Litify and Reflekt Legal AI

Manage your intake more efficiently with Reflekt Legal and Litify with confidence

Litify integration details

Reflekt Legal integrates with Litify to connect AI-powered intake with your Salesforce-based legal operations platform.

Qualified leads, structured case data, and conversation history flow into Litify automatically so your team can manage matters from day one without switching tools.

Reflekt Legal + Litify

Key features

How Legal Receptionist works with Litify

Some of the actions that our AI legal receptionist can do in Litify.

Create new contacts

Your AI Legal Receptionist can create new contacts in Litify and categorize them based on their conversation, case type, and intake responses.

Update existing contact info

Your AI Legal Receptionist can update contact details in Litify in real time, without any manual effort.

Create matters

Your AI Legal Receptionist can create new matters in Litify automatically from qualified intake conversations with all relevant Salesforce fields populated.

Upload documents

Your AI Legal Receptionist can attach intake transcripts, signed forms, and supporting documents directly to the client record in Litify.

Update statuses

Your AI Legal Receptionist can update lead and matter statuses based on conversation outcomes, keeping your pipeline current without manual intervention.

Look up matters

Your AI Legal Receptionist can search existing matters in Litify during conversations, pulling relevant history to provide context-aware responses.

Tailored to your own operations

Your AI receptionist runs intake operations directly from within your Salesforce-based legal operations platform. No extra tools to manage, no duplicate workflows. Everything stays in Litify where your team already works.

Get started

Get started with AI intake in Litify

Go live in days, not months. Here is how simple the process is.

Step 01
Jump on a call with our team
Step 02
We analyze your Litify set up and workflows
Step 03
In 1–2 days your AI is trained on your Litify
Step 04
You can test internally
Step 05
Turn the AI on and let your intake operations take off

How qualified intakes flow into Litify

Litify manages the complexity of litigation. Reflekt Legal makes sure that complexity is captured correctly from the first call.

24/7 answering
Your AI receptionist answers every call, even when your attorneys are unavailable.
Detailed qualification
The AI asks your questions about the incident, parties, damages and timing.
Conflict flags
Party names are captured, and possible conflicts are flagged in the call summary for attorney review.
Matter created in Litify
Qualified intakes create a Litify matter with the relevant Salesforce fields filled in, and your team gets the full summary.

Case qualification for litigation practices

The AI gathers the facts your attorneys need to decide on a case, so they spend their time on legal work instead of first calls.

Liability

Who is responsible and what happened.

Responsible parties
Facts of the incident
Insurance details the caller has

Damages

The impact on the caller.

Medical treatment to date
Lost wages
Property damage

Timeline

Dates that matter for your deadlines.

Date of incident
Prior claims or counsel
Upcoming court dates

Parties and jurisdiction

Complexity your team should know about up front.

Number of parties
Incident location
Where the parties live

FAQ

Litify integration questions, answered

Does Reflekt Legal screen for conflicts before creating a Litify matter?

The AI captures party names and case details on every call. Possible conflicts are flagged in the call summary so an attorney reviews them before the matter moves forward.

Can Reflekt Legal capture cases with multiple parties?

Yes. The AI records every party the caller mentions, and those details are included in the Litify matter and call summary.

Can qualified cases be routed to specific attorneys?

Yes. You set routing rules by case type, location or urgency, and the AI transfers calls live or logs them for the right person on your team.

Can I create Litify matters only for qualified cases?

Yes. You set the criteria. Qualified callers become Litify matters, and every other call is still logged with a summary.

How long does it take to set up the Litify integration?

Setup starts with a call with our team. We review your Litify setup and workflows, train your AI receptionist on them in 1 to 2 days, and you test internally before going live.

Related integrations and features

Want an AI Legal Receptionist that works with Litify?

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