At ABC Legal, we’re always looking for ways to optimize service of process. This month, we’re excited about our new integration with Litify and will be continuing our launch with the next part of the introductory series. Today, we’re talking about what to expect with the app - and how to get started. On the blog, we’ll be sharing a 3-part introduction to Litify to kick things off.
The ABC Legal App for Litify: How it Works
What is Litify?
Litify is an end-to-end solution for legal professionals, built on top of Salesforce. The platform allows law firms to manage their cases, clients, billing, and more from a single, secure platform. With cloud-based access, Litify increases the access and accessibility of legal software for legal teams. Their goal is to improve business outcomes for legal professionals and by extension, their clients. Litify gives legal teams all the tools they need to run their firm like a high-powered business.
Why Add The ABC Legal App To Litify?
The ABC Legal app extends the capability of Litify by allowing users to place orders for service of process for any case in Litify. For Litify users, this means that for most Matters, service of process can be managed without leaving Litify. Information and documents from service of process are associated with the Matter by API, meaning less data entry is required by the team to keep records aligned across systems.
Overall, it means less time spent on data entry and more time for your clients.
How Does the Integration Work?
Adding the ABC Legal app is easy, but will require us to get in touch with the system administrator for your account. An OAuth process connects your Litify instance to your secure online account with ABC Legal, allowing data to pass between the two using a custom API connection. Once connected, the app allows you to order for service of process for your Matters. Once the order is placed ABC Legal will update your Matter with relevant Documents and Case Activities to ensure everything you need related to service of process for your case lives in Litify Matters.
Placing An Order
You can place an order for service of process from Litify or ABC Legal and associate it with any existing Matter. Navigate to a Matter. Ensure that you have a Role prepared for the party to be served as well as the documents to be served available in Docrio.
On the Matter, select “Order Service of Process”. Tell us the priority - how quickly you need attempts. Select files from Docrio associated with the Matter, the party to be served from associated Roles, and the address of your choice. You can also specify a new address or request for us to perform an automatic skip trace against the party to be served - and attempt service at the best-known address.
Once you place your order, you’ll see updates on the Service of Process record under Case Activities at key points as service of process progresses. Activities include:
- Order placed
- Invoice available
- Documents dispatched
- Proof of service available
- Action needed
These notes will help you see just how close your documents are to being delivered and how ready your case is for the next step.
After you place your order, files associated with your Matter will be available in your Docrio Documents including a PDF copy of your invoice and the proof or return of service, once service of process is complete.
Already Use ABC Legal?
How To Add The App to Litify
Wonderful! We’re excited to have you try the app. Simply reach out to usto get started or contact your account manager. Installing connected apps in Salesforce can be a bit tricky, but we’re here to help. Connect us with your system administrator and we’ll get the ball rolling!
Do I need Litify to Order Service of Process from ABC Legal?
You do not need to sign up for Litify to use ABC Legal. If you’re an existing ABC Legal customer, you can continue to get the same great experience you’ve come to love from ABC Legal without changing a thing. Additionally, if you have a different case management system and would be interested in learning if integration could be possible, please reach out to us today! We’ll start a conversation to see what we can do.
If you are interested in Litify, changing your case management system is no small undertaking. You can learn more about how to sign up for Litify here.
Already Use Litify?
How to Sign Up for an ABC Legal Account
Simply reach out to one of our experts to get started with ABC Legal. Our team will meet with you and help set up your account to maximize your experience with ABC Legal.
Mention that you’re interested in the app during sign up and our experts will ensure that you have this ready to go with your new account setup. To help you get set up, we'll need the contact information for your Litify System Administrator and an email address we can use to authorize the API integration. In most instances, this will be a unique email provided by your Litify System Administrator specifically for the purpose of integration.