Use party records to collect details on individuals and businesses involved in your cases. Party records can be reused in the future and assigned new roles when active in future cases.

How to Manage the Party Object

Admins can use this article to manage the access and setup of party 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, and Delete party records
Litify Power User: Can Create, Edit, and View, and Delete party records

Page Layouts

Parties: Litify Business (Take Action)

Parties that are businesses have their own page layout.

Parties: Litify Individual (Take Action)

Parties that are individuals have their own page layout.

Matters: Take Action Layout

Parties are available on Matter records from the Parties tab.

Intakes: Intake Layout V6

Parties are available on Intake records from the Parties tab.

Record Types

Litify Business
Litify Individual

All Fields

Field Label	Field Name	Data Type	Description
Date of birth	litify_pm__Date_of_birth__c	Date	party's date of birth
Email	litify_pm__Email__c	Email	party's email address
First Name	litify_pm__First_Name__c	Text(255)	party's first name
Gender	litify_pm__Gender__c	Picklist	party's gender
Last Called At	litify_pm__Last_Called_At__c	Date/Time	timestamp of last time a call was logged to this party
Last Emailed At	litify_pm__Last_Emailed_At__c	Date/Time	timestamp of last time an email was logged to this party
Last Name	litify_pm__Last_Name__c	Text(255)	party's last name
Phone Home	litify_pm__Phone_Home__c	Phone	party's home phone number
Phone Mobile	litify_pm__Phone_Mobile__c	Phone	party's mobile phone number
Phone Other	litify_pm__Phone_Other__c	Phone	additional phone number for the party
Phone Work	litify_pm__Phone_Work__c	Phone	party's work phone number
Salutation	litify_pm__Salutation__c	Picklist	salutation for the party
SLA	litify_pm__SLA__c	Picklist
Social Security Number	litify_pm__Social_Security_Number__c	Text (Encrypted)(175)	encrypted field containing party's ssn
Total Calls	litify_pm__Total_Calls__c	Number(18, 0)	total calls logged on this party record
Total Emails	litify_pm__Total_Emails__c	Number(18, 0)	total emails logged on this party record