From correspondence to a reviewable intake
- Microsoft 365Email and documents
- Prepare the dataExtract and map
- Salesforce / LitifyCreate intake records
- Team reviewCorrect and decide
A specific task gives an AI idea somewhere to start.
For legal intake, the task was to prepare structured Salesforce/Litify records from incoming messages and documents, with people reviewing the information before deciding what happens next. Xivic built that workflow and deployed it for client testing.
Read the client storyMicrosoft 365 to Salesforce/Litify. The intake team retains review and correction responsibilities.