Litify supports numerous features across all Litify products on mobile. Use the Salesforce1 mobile application to access Litify on mobile. This guide covers the processes Litify supports on mobile. Some actions and activities are not available on mobile, so review this guide for information about what is available. Follow the setup guide to add, rearrange, and delete components from your Litify mobile org.
Locate all features, tools, and applications in the side menu. Click any of them to navigate to a list of that record type. This menu contains access to Chatter, Today, Tasks, Notes, Referrals, Intakes, Matters, Case Types, Parties, Matter Team Roles, Task Types, Firms, Sources, Matter Plans, Questionnaires, DICE Queues, Time Entries, Logs, DICE Logs, Default Matter Teams, Contacts, Files, Litify Docs, Questionnaire Output, and Questions.
Litify Referrals
• Edit, update, and delete referrals
• Perform all Litify Actions
• Create events, add tasks, and log calls
Note: You cannot create new referrals on mobile.
Litify Intakes
• Create, edit, update, and delete intakes
• Add, navigate, and complete questionnaires
• Perform all Litify Actions
• Create events, add tasks, and log calls
This image contains an intake on Litify mobile. Use the row of buttons at the bottom to edit the intake, delete the intake, or access other components such as questionnaires and Litify Actions.
Litify Matters
• Create, edit, update, and delete matters
• Navigate matter plans
• Edit matter tasks on matter plans
• Create and edit matter plans
• Create and edit default matter teams
• Create matter task types
• Create events, add tasks, and log calls
At present, you cannot add tasks to matter stages.
Click Show More to see the complete list of activities and components:
Time Entries
• Add, edit, and delete time entries on matters
• Run the stopwatch to keep track of the exact amount of time you work on a matter
Look for the quick action on a matter.
The Time Entries component:
Litify Actions
• Litify supports all Litify Actions on mobile. Look for the button below referral, intake, and matters. Click the button to access the available actions. This button might be within the Show More section on some records.
DICE Queues
• Create, edit, and update DICE queues.
• Access DICE Log records.
Sources
• Create, edit, update, and delete sources.
Questionnaires
• Create, edit, update, and delete questionnaires.
• Navigate and complete questionnaires on intakes.
Look for the 
button on the toolbar beneath intakes. Click the button to access the questionnaires. Click the left and right arrows to navigate between questionnaires and add questionnaires to an intake or matter.
Notes
• Create, edit, update, and delete notes.
Parties
• Delete, edit, and update parties on Litify on mobile. You cannot create new parties.
• Create events, add tasks, and log calls
Additional information
• Salesforce documentation on Salesforce1 for more information
• Set up Litify on mobile
