From correspondence to a reviewable intake
- Microsoft 365Email and documents
- Prepare the dataExtract and map
- Salesforce / LitifyCreate intake records
- Team reviewCorrect and decide
Legal intake
From email threads to a reviewable intake in Litify.
Email and document content becomes a prepared Salesforce/Litify intake. The team reviews and corrects the record before deciding what happens next.
Read the Legal intake storyMicrosoft 365 to Salesforce/Litify. Built and deployed for client testing; the intake team retains review and correction.