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