From correspondence to a reviewable intake
- Microsoft 365Email and documents
- Prepare the dataExtract and map
- Salesforce / LitifyCreate intake records
- Team reviewCorrect and decide
Prepare the intake. Keep the decision with the team.
Xivic connected Microsoft 365 email and document content to prepared Salesforce/Litify intake records. The intake team reviews and corrects the information before deciding what happens next.
Read the client storyBuilt and deployed for client testing in the client’s Salesforce/Litify environment.
