Store all document requests that occur throughout a legal matter, such as police reports and witness statements. Capture information about who makes requests and involved facilities, such as police stations and hospitals.
- Relate document requests to legal matters and specific roles within matters
- Review who requested documents, where requests come from, dates, and other details
- Create request types to tailor to your firm's practices
- Run reports on document requests across all legal matters to gain insight into case metrics
How to Manage the Request Object
Admins can use this article to manage the access and setup of request records. This includes adding the object to page layouts as well as managing its record types and fields.
Permission Sets
- Litify Matter User: Can Create, Edit, and View request records
- Litify Power User: Can Create, Edit, View, and Delete request records
Page Layouts
Matters: Take Action Layout
Requests are available on matters as a related list.
Roles: Take Action Layout
Requests are available on roles as a related list.
About Fields
Request Type
The Request Type picklist contains the following values by default:
- 911 Tapes
- Court Disposition
- Driving Record
- Incident Report
- Injury Photos
- Medical Bills
- Medical Records
- Police Report
- Property Damage Photos
- Receipts
- Scene Inspection
- Social Media Posts
- Spoliation
- Total Property Damage
- Witness Statement
All Fields
| Field Label | Field Name | Data Type | Definition |
| Comments | litify_pm__Comments__c | Long Text Area(32768) | Comments about the request. |
| Created By | CreatedById | Lookup(User) | User who created the request. |
| Date Received | litify_pm__Date_Received__c | Date | Date the requested record(s) were received. |
| Date Requested | litify_pm__Date_Requested__c | Date | Date the record(s) were requested. |
| Document # | litify_pm__Document__c | Text(255) | Document number associated with the request. |
| Facility | litify_pm__Facility__c | Lookup(Role) | Lookup to the Facility role on the matter where the request is added. |
| Facility Name | litify_pm__Facility_Name__c | Formula (Text) | Name of the facility. |
| Last Modified By | LastModifiedById | Lookup(User) | Last user who edited the request. |
| Matter | litify_pm__Matter__c | Lookup(Matter) | Matter where the request is added. |
| Owner | OwnerId | Lookup(User,Group) | Owner of the request. |
| Record End Date | litify_pm__Record_End_Date__c | Date | Start of date range for which records were requested. |
| Record Start Date | litify_pm__Record_Start_Date__c | Date | End of date range for which records were requested. |
| Request Name | Name | Text(80) | Name of the request. |
| Request Type | litify_pm__Request_Type__c | Picklist | Type of request. Add values as necessary. |
| Requested by | litify_pm__Requested_by__c | Lookup(User) | User who made the document request. |
