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. |
