Legal Receptionist that streamlines your intake in Litify
Manage your intake more efficiently with Reflekt Legal and Litify with confidence
See how AI intake works with Litify
Reflekt Legal + Litify
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.
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 with AI Intake in Litify
Go live in days, not months. Here is how simple the process is.
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