The Litify integration allows matters created in Litify to be imported into Case Status. Litify users have the option of adding the Case Status iFrame into Litify/Salesforce, or simply using Case Status as a stand-alone app. 

Using Case Status without the iFrame

Importing/Syncing Matters:

Once the integration has been set up, matters can be imported into Case Status. Firms have the option of importing/syncing all of their matters or syncing individually as they are updated or working with our teams to import matters in bulk using a CSV upload. 

Individual Matter Import

• Individual Matters are synced with Case Status typically as they are updated in Litify. Our best practice is to configure a flow that runs in the background of your instance of Litify listening for changes to matter records. For specific details about when and which changes please refer to the flow built within your instance of Litify. For additional details about  our apex class which syncs cases please see the related article: 
  
  Litify/Salesforce Apex Classes

Syncing Documents & Messages:

Documents:

If the Firm uses Litifys' third-party document management system, Docrio, then the Documents will sync automatically every 20 minutes.

Messages: 

Messages will sync automatically every 10 minutes. 

When they are synced they can be found in the matter under 'Notes'. 

• The topic will say 'CaseStatus'
• The message will include a note that it is from Case Status along with the content, the sender, and the created date. 

Using the Case Status iFrame

It is important to note that all of the functionality above will still exist. The iFrame will provide a more seamless syncing experience and allow all work to be done within Litify without having to open the Case Status app as a separate tab. 

Documents & Messages:

Messages and documents can be attached within the iFrame and all of the functionality that exists surrounding this capability in Case Status will be present in the iFrame.

All outgoing and incoming messages will be instantly synced with Case Status and sent to/received by the client. 

When there is a new message from the client, the red notification icon will appear on the related tab.