Litify includes the following fields on the Matter object.

  • Field Label: the display name of the field on an object
  • Field Name: the API name of the field
  • Data Type: the type of information stored in the field
  • Controlling Field: the field that determines the available options in this field. In other words, this field depends on the controlling field.
  • Indexed: you can perform SOQL queries on indexed fields
  • Description: brief description of the field

Matters are legal cases in which your firm represented one or more parties.

Field Label

Field Name

Data Type 

Controlling Field

Indexed

Description

Attorney Fees

Fee_Amount__c

Currency(18, 0)

 

 

the amount of attorney fees charged

Billable Matter 

Billable_Matter__c  

Checkbox

 

 

determine if this matter is a billable matter

Billing Type

Billing_Type__c

Picklist

Billable Matter

 

determine the type of billing on this billable matter

Budget

Budget__c

Currency(18, 0)

 

 

the budget on this matter

Budget Used

Budget_Used__c  

Formula (Percent)

 

 

contains the value of this equation: litify_pm__Total_matter_cost__c / litify_pm__Budget__c

Case Type

Case_Type__c

Lookup(Case Type) 

 

Yes

the case type on the matter

Client 

Client__c

Lookup(Account)

 

Yes

the account/party record associated with the matter

Closed Reason

Closed_Reason__c

Picklist

Status

 

the reason the matter was closed in Litify Actions

Closed Reason Details

Closed_Reason_Details__c

Picklist

Closed Reason

 

further details describing the closed reason in Litify Actions

Contingency Fee Rate (%)

Contingency_Fee_Rate__c

Percent(3, 2)

 

 

% contingency rate for the case

Current Active Stage

Matter_Stage_Activity_Formula__c

Formula (Text)

 

 

the current active matter stage on the matter plan (litify_pm__Matter_Stage_Activity__r.Name)

Description

Description__c

Long Text Area(131072)

 

 

description of the matter

Display Name

Display_Name__c

Text(255)  (External ID)

 

Yes

user-editable display name of the matter

Estimated Close Date 

Close_Date__c

Date

 

 

estimated date when the Matter will close; or date the Matter actually closed (manual)

Formula Checkbox Test   

Formula_Checkbox_Test__c

Formula (Checkbox)

 

 

Formula Checkbox Test - test field for formula checkbox

Formula percent test 

Formula_percent_test__c

Formula (Currency)

 

 

Formula percent test - test field for formula percent

Gross Recovery

Gross_Recovery__c

Currency(16, 2)

 

 

the amount recovered when you win or settle the case in Litify Actions

Hard Costs

Hard_Costs__c

Currency(18, 0)

 

 

the hard costs associated with the case

Hourly Rate

Hourly_Rate__c

Currency(16, 2)

 

 

the hourly rate of the matter team member

Ignore Default Plan

Ignore_Default_Plan__c

Checkbox

 

 

check this to ignore the default plan and select a new plan

Incident date

Incident_date__c

Date

 

 

the date the incident in the case occurred

Last Called At

Last_Called_At__c

Date/Time

 

 

last time a call was logged on this intake

Last Emailed At

Last_Emailed_At__c

Date/Time

 

 

last time an email was logged on this matter

Limitations date satisfied

Limitations_date_satisfied__c

Checkbox

 

 

Limitations date satisfied

Lost Reason

Lost_Reason__c

Text Area(255)

 

 

the reason you select for losing the case in Litify Actions

Matter

Matter__c

Formula(Number)

 

 

Field that always equals 1. Used in "Power of One" reports.

Matter Address 1

Matter_Address_1__c

Text(255)

 

 

address where this incident occurred

Matter Address 2

Matter_Address_2__c

Text(255)

 

 

additional address details where this incident occurred

Matter City

Matter_City__c

Text(255)

 

 

city where this incident occurred

Matter Has Budget  

Matter_Has_Budget__c

Checkbox

 

 

determines if this matter has a set budget

Matter Location

Matter_Location__c

Formula (Text)

 

 

location of this matter

Matter Plan  

Matter_Plan__c

Lookup(Matter Plan)

 

Yes

matter plan assigned via the Open Matter Litify Action or the Matter Plan selection component

Matter Postal Code

Matter_Postal_Code__c

Text(255)

 

 

postal code where the incident occurred

Matter State

Matter_State__c

Picklist

 

 

state where the incident occurred

Matter Team

Default_Matter_Team__c

Lookup(Default Matter Team)

 

Yes

matter team you select for the matter

Net Recovery

Net_Recovery__c

Currency(16, 2)

 

 

how much was recovered when you won or settled the case, determined by Litify Actions

Notify users when % budget reached

Notify_users_when_budget_reached__c

Percent(3, 0)

 

 

This field notifies users when you have used a certain percentage of the budget

Open Date

Open_Date__c

Date

 

 

date the matter record was opened or created

Originating Attorney

Originating_Attorney__c

Lookup(User)

 

Yes

first Attorney on the Matter (populated automatically with the User who is the original Matter Owner)

Pending Date  

Pending_Date__c

Date

 

 

date and time when the status was first set to Pending

Percent Matter Test

Percent_Matter_Test__c

Percent(18, 0)

 

 

 

Picklist Multiselect

Picklist_Multiselect__c

Picklist (Multi-Select)

 

 

 

Practice Area 

Practice_Area2__c

Formula (Text)

 

 

TEXT(litify_pm__Case_Type__r.litify_pm__Litigation_Type__c)

Primary Intake

Primary_Intake__c

Lookup(Intake)

 

Yes

the ID of the intake where this matter originated if it was converted from an intake

Principal Attorney

Principal_Attorney__c

Lookup(User)

 

Yes

principal attorney on this case

Referral

Referral__c

Lookup(Referral)

 

Yes

ID of related referral record if this matter originated as a referral

Retainer Used %

Retainer_Used__c

Formula(Percent)

 

 

contains the value of this equation: litify_pm__Total_matter_cost__c / litify_pm__Total_Amount_Retained__c

Soft Costs

Soft_Costs__c

Currency(18, 0)

 

 

 

Source    

Source__c

Lookup(Source)

 

Yes

source of this matter based on the source record

Source Type

Source_Type__c

Picklist

 

 

type of the source on this matter based on the source record

Stage

Matter_Stage_Activity__c

Lookup(Stage)

 

Yes

the stage on the matter plan

Status

Status__c

Picklist

 

 

status of the matter. Changing these values from stock may break built-in timestamp fields.

Statute Of Limitations

Statute_Of_Limitations__c

Date

 

 

the latest date you can file the case based on the Statute of Limitations records in your Litify org

Total Amount Billable

Total_Amount_Billable__c

Formula(Currency)

 

 

contains the value of this equation: litify_pm__Total_Amount_Unbilled_Expenses__c + litify_pm__Total_Amount_Time_Entries_Unpaid__c

Total Amount Billed

Total_Amount_Billed__c

Roll-Up Summary (SUM Bill)

 

 

roll up summary of the Bill: Amount field

Total Amount Due

Total_Amount_Due__c

Formula(Currency)

 

 

 

Total Amount Expensed

Total_Amount_Expensed__c

Roll-Up Summary (SUM Expense)  

 

 

 

Total Amount Expensed Due

Total_Amount_Expensed_Due__c

Roll-Up Summary (SUM Expense)

 

 

 

Total Amount Paid

total_amount_paid__c

Formula(Currency)

 

 

contains the value of this equation: total matter cost field - total amount due field - total amount billable field = total amount paid

Total Amount Retained

Total_Amount_Retained__c

Roll-Up Summary (SUM Retainer)

 

 

 

Total Amount Time Entries

total_amount_time_entries__c

Roll-Up Summary (SUM Time Entry)

 

 

 

Total Amount Time Entries Billed

Total_Amount_Time_Entries_Billed__c

Roll-Up Summary (SUM Time Entry)

 

 

 

Total Amount Time Entries Due    

Total_Amount_Time_Entries_Due__c

Roll-Up Summary (SUM Time Entry)

 

 

 

Total Amount Time Entries Unpaid

Total_Amount_Time_Entries_Unpaid__c

Roll-Up Summary (SUM Time Entry)

 

 

 

Total Amount Unbilled Expenses  

Total_Amount_Unbilled_Expenses__c

Roll-Up Summary (SUM Expense)  

 

 

 

Total Calls

Total_Calls__c

Number(18, 0)

 

 

# of logged calls

Total Emails

Total_Emails__c

Number(18, 0)

 

 

# of related emails

Total Hours

Total_Hours__c

Roll-Up Summary (SUM Time Entry)

 

 

 

Total Matter Cost

Total_matter_cost__c

Formula (Currency)

 

 

contains the value of this equation: litify_pm__total_amount_time_entries__c + litify_pm__Total_Amount_Expensed__c

Total Matter Value

Total_Matter_Value__c

Currency(16, 2)

 

 

the expected or realized value of the Matter

Turn Down Details

Turn_Down_Details__c

Long Text Area(32768)

 

 

further details you provide when closing a matter and choosing Turn Down via Litify Actions

Use same client location      

Use_same_client_location__c

Checkbox

 

 

 



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