Litify + NextPhone: intake that lands in Salesforce, mapped to Litify
NextPhone answers your firm's calls and runs intake, then writes the caller into the Salesforce org your Litify runs on — matched by phone, created if new, with every intake answer and the recording attached.
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NextPhone integration with Litify
Overview
Litify is a legal operations platform built on Salesforce — which is the important detail for connecting anything to it. Your firm's Litify lives inside your own Salesforce org, so NextPhone connects the way any Salesforce integration does, with your admin in control, and writes to the Litify objects your team actually uses. The AI answers the phone, runs your intake, matches the caller against existing records by phone number, and files the inquiry with everything attached.
How it works
An inquiry arrives at 7:30pm. NextPhone answers, runs your intake for that case type, and checks your Salesforce for the caller's number. No match, so an intake record is created with every answer mapped onto your fields, and the transcript and recording attach. Because it is writing into your own Salesforce org, it lands inside the reporting and automation your firm has already built rather than beside it.
Capabilities
- Connects through your Salesforce org - Litify runs inside your firm's own Salesforce, so the connection is a standard Salesforce one and your admin stays in control of it
- Finds the caller before creating anyone - existing clients and contacts are matched on phone number rather than duplicated
- Creates the intake record - a new inquiry lands as a Litify intake with your questions mapped onto the fields your firm already reports on
- Runs the intake your practice areas need - the questions and their order are yours, per case type
- The conversation is attached - summary, transcript and recording travel with the record so nobody works from a name and a number
- Answers outside intake-team hours - nights and weekends handled, with everything arriving in Litify the same way it does at midday
It is a Salesforce integration, and that is the good news
Litify does not run a separate platform of its own — it is a managed package inside your firm's Salesforce. Anything connecting to Litify is really connecting to Salesforce and then writing to Litify's objects.
That matters practically. Your Salesforce admin authorises the connection, your existing security model applies, and the record lands where your automations, validation rules and reports already operate.
Every Litify org is laid out differently
Firms customise Litify heavily — case types, record types, required fields and picklists differ everywhere. Our team maps your intake questions onto your fields as part of setup rather than assuming a standard configuration.
Frequently asked questions
Is this a Litify API integration?
It connects through Salesforce, because that is where Litify runs. Your Salesforce administrator authorises the connection and it writes to your Litify objects.
Who authorises the connection?
Your Salesforce administrator, using your own org. Nothing is granted outside the permissions you set.
Will it create duplicate contacts?
It matches on phone number first and only creates a record when the caller genuinely is new.
Does it need a particular Salesforce edition?
API access is required, which is included in Enterprise, Unlimited and Performance editions and available as an add-on on Professional. Your admin will know which you run.
