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. Request information remains with a matter throughout its lifetime on Litify, ensuring you never lose track of the who, what, when, where, and why. Simplify your legal matters with requests on Litify.

• Relate document requests to legal matters and specific roles within matters, such as hospitals and police stations, so you keep track of exact parties involved in requests.
• Review who requested documents, where they requested them from, the date requested, and date the request is received. This gives you a clear picture of every step of the document request cycle.
• Create as many request types as necessary to tailor requests on Litify to your firm's practices.
• Run reports on document requests across all legal matters to gain insight into case metrics.

 

Permission Sets

• The Matter User Permission Set contains Create, Edit, and View All permission for requests. Use this permission set for users who need to access requests.
• The Power User Permission Set contains Create, Edit, View All, and Delete permission for requests.

 

Page Layouts containing this object

• Take Action layout on the matter object includes the request related list.
• Role (Take Action) on the role object includes the request related list.

 

Request Type

This object includes a Request Type picklist field. This field includes these types, and you can create additional as necessary:

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.






 

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