Store negotiations in Litify to capture demands, offers, and related insurance information in a legal matter. Negotiation details remain with a matter throughout its lifetime on Litify.
- Relate negotiations to legal matters and specific roles within matters
- Review who is involved in negotiations and when they occur throughout a legal matter
- Build negotiation reports and establish metrics across all legal matters
How to Manage the Negotiation Object
Admins can use this article to manage the access and setup of negotiation records.This includes adding the object to page layouts as well as managing its record types and fields.
Permission Sets & Actions
- Litify Matter User: Can Create, Edit, and View negotiation records
- Litify Power User: Can Create, Edit, View, and Delete negotiation records
Litify comes with default page layouts for each object. You can use these layouts directly or reference them while building your own. Below is a list of layouts that utilize or reference negotiation records.
Matters: Take Action layout
Negotiations are available on matters as a related list.
The Negotiation Type picklist contains the following values by default:
- Initial Demand
- Initial Offer
- Counter Demand
- Counter Offer
|Field Label||Field Name||Data Type||Definition|
|Amount||litify_pm__Amount__c||Currency(16, 2)||Amount of the negotiation.|
|Comments||litify_pm__Comments__c||Long Text Area(32768)||Comments about the negotiation.|
|Created By||CreatedById||Lookup(User)||User who created this record.|
|Date||litify_pm__Date__c||Date||Date of the negotiation.|
|Last Modified By||LastModifiedById||Lookup(User)||Last user who edited the negotiation.|
|Matter||litify_pm__Matter__c||Lookup(Matter)||Matter where this negotiation was added.|
|Negotiating with||litify_pm__Negotiating_with__c||Lookup(Role)||Lookup to role who is involved in this negotiation on this matter, such as an insurance company.|
|Negotiating with Name||litify_pm__Negotiating_with_Name__c||Formula (Text)||Name of party who this negotiation involves.|
|Negotiation Name||Name||Text(80)||Name of the negotiation.|
|Owner||OwnerId||Lookup(User,Group)||Owner of this record.|
|Related Insurance||litify_pm__Related_Insurance__c||Lookup(Insurance)||Relates this negotiation to an insurance record.|
|Type||litify_pm__Type__c||Picklist||Type of negotiation. Add values as necessary.|