Salesforce / Litify Package Release Notes!

Latest Release!

Ability to send a case to My Private Network:

Attorney Share will assign the case automatically to known co-counsel partners in a matching practice area and jurisdiction.

The platform will rotate assignment to matching attorneys in your network.

For more information see: https://www.youtube.com/shorts/gZ8tjwDaSK8 

Ability to track updates when the status of a case changes in Attorney Share. New mapping configuration settings that more easily allow you to match your case data with Attorney Share and allows you to define fields in your own schema to track case changes in Attorney Share.

When the receiving attorney updates the status of a case; e.g.: Settlement, send an update to Salesforce.

New flow template for use in sending your cases to Attorney Share that leverage the new mapping configuration and provide updated case type and jurisdiction lists.

Reach out to support@attorneyshare.com with additional questions.