A Year of Strategic Enhancements and Scalable Solutions on Litify

Our team has collaborated closely with one of our clients over the past 12 months to deliver a set of enhancements, optimizations, and new capabilities on the Litify platform. During this time, we completed many tasks, which can be grouped into three main categories of work:

Litify Improvements & Maintenance: The bulk of our work was focused on enhancements to the platform through new custom fields and formula fields, rollup summaries for reporting and analytics, process updates and bug fixes, feature adjustments based on evolving business needs, managing permissions and user access, and adjusting page layouts.

Code Improvements: We tackled core backend enhancements to ensure the system remained stable and scalable: refactoring and optimization of automation, cleanup of legacy processes, and improvements to system logic for performance and reliability.

DocuSign / Docrio Template Work: Our team designed and implemented custom document templates (e.g., Letters of Representation), signature workflows, and automated document generation based on user input.

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In addition, we would also like to highlight some of the most impactful and strategic improvements we delivered over the past year:

• NY State PI Litigation Matter Plan Automation: We developed a standardized matter plan specifically for PI litigation cases in New York State, which automatically generates tasks, phases, and deadlines. It reduces onboarding time for new matters and ensures consistent management of the litigation process.

• Workers’ Comp Calendar Interface Upgrade: We improved the calendar system used for Workers' Comp hearings by creating a more intuitive UI for assigning attorneys. Now they can group events by time slots and court locations, add new fields and filter options, as well as reorder columns for better clarity and usability. Users can now filter the events by date, status, and matter type. New filters and columns can be added with minimal code adjustments. To assign an attorney to events, you just need to mark the checkbox next to an event, choose the attorney from the dropdown, and click the Redistribute Events button.

• New Lead Source Type: We introduced a new intake source classification, allowing the client to better track where new cases are coming from. This update provides enhanced visibility into marketing and referral efforts. It also allows more accurate reporting and intake categorization

• Case Status Info Integration: The team replaced an inefficient Zapier-based nightly batch process with a native Salesforce API integration to sync case data from the Case Status platform. The new solution retrieves active cases in batches, transforms and maps the data to Salesforce, and only syncs records that are open and activated. It also includes robust error logging and data synchronization logic to ensure data integrity, aiming to reduce costs and improve scalability as the client’s user base grows.

• CallRail Integration: We enhanced the CallRail-to-Salesforce integration by capturing "Last Touch" attribution data for calls, in addition to the existing "First Touch" data. This involved reviewing the CallRail API, mapping new data fields, updating Salesforce to store the new information, and modifying the Zapier workflow to retrieve and sync the "Last Touch" data after each call.

• Treatment Rollups on Previous Case Value: A custom rollup automation was built to pull treatment values from related past cases into current matters. This improvement saves significant manual data entry, gives attorneys better visibility into historical financial data, and improves decision-making during case evaluation.

• Matter Stage Automation: We implemented workflow automation to transition matters automatically when resolution or settlement stages are reached. With this, we reduced manual status updates, maintained consistency across the firm’s case workflows, and minimized the risk of errors during critical stages.

• Participation Fee Logic Update: The internal logic handling participation fee payments was overhauled. As a result, payment handling is now automated and more reliable, and finance teams spend less time on manual corrections. Accuracy in fee tracking has increased.

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The effect of these changes can be seen in the following advancements our clients achieved:

• Time Savings: Repetitive manual labor was greatly decreased by automation and template improvements.

• Improved Accuracy: Financial logic and treatment data rollups reduced the possibility of human error.

• User Adoption: Daily usage of Litify grew because of interface enhancements and better-structured content.

• Scalability: By optimizing the backend, the system was able to accommodate further expansion without experiencing a decline in performance.

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