🚀 Bring Dormant Cases and Dead Leads Back to Life Recover dormant cases, reactivate inactive clients, handle deficiency notices, and convert dead leads (within 90 days of opt-in) using Kayse’s AI-powered outreach—triggered automatically from Litify.
📱 Enable Long-Term Client Retention with a Modern Mobile Client Portal (iOS + Android) Instantly offer clients a feature-rich mobile app that keeps them engaged over the long term, reduces inbound calls, and lowers communication costs for your firm.
🤖 AI Messaging That Works Around the Clock
🤝 Meet Your New AI Teammate Welcome an AI staff member that understands every client’s case, history, and context—so your team doesn’t have to answer the same questions over and over again.
🧠 Always Informed, Always On Kayse’s AI has full context for each client and docket, allowing it to respond accurately and consistently across every conversation. Need more? Additional guardrails and knowledgebases are welcome.
🔥 Reduce Staff Burnout Free your team from repetitive questions and constant interruptions, so they can focus on higher-value work while Kayse handles day-to-day client communication. Need a human to help or a call back? We got it.
💬 Consistent Answers, Happier Clients Clients get fast, clear responses—any time—while your firm delivers a more professional, responsive experience at scale.
Enable Kayse’s AI messaging agent to respond on your firm’s behalf across:
📩 SMS
💬 Mobile app chat
Clients get fast, helpful responses—without adding workload to your team.
🔄 Smart AI Automation Triggered by Litify When something changes in Litify, Kayse responds automatically with coordinated AI campaigns, including:
☎️ Voice AI calls
📱 SMS text messages
📧 Emails
💬 Mobile chat messages
Everything stays connected, consistent, and client-friendly.
This gives legal teams clear visibility, less manual work, and smarter client communication—all without changing how they already use Litify.
This integration helps firms by providing:
🗂️ One central place in Litify to see all client communications
✋ Less manual data entry and fewer duplicate tasks
👀 Better visibility into case activity and client engagement
📈 A reliable integration that scales as firms grow
The integration supports bi-directional syncing, which means both systems stay aligned automatically.
Kayse sends communication data into Litify, including:
☎️ Phone calls
📱 SMS text messages
📧 Emails
💬 Mobile app chat messages
📝 Communication details and metadata
🔒 Secure links to transcripts, summaries, and recordings
👉 This allows teams to review all client interactions directly inside Litify.
Updates made in Litify can trigger actions in Kayse, such as:
📂 Matter updates and status changes
📢 Campaign and list assignments
⚙️ Workflow-driven events
👉 Litify remains the source of truth, while Kayse stays perfectly aligned in the background.
The integration is designed to be flexible and easy to configure.
Admins can:
🔗 Map Litify records (like Matters) to Kayse
🔄 Choose which data syncs between systems
🎯 Apply filters so only relevant records are included
✅ No custom development required ✅ Built to fit real law firm workflows
The integration includes safety features to keep data flowing smoothly.
If a sync issue occurs:
❗ The issue is logged automatically
👀 Users can see what went wrong
🔁 The sync can be retried with one click
This helps ensure no data is lost and issues are easy to resolve.
All Kayse communications appear directly on the Matter record in Litify.
Supported communication types include:
📱 SMS
☎️ Phone calls
💬 App chat
Users can click “View” to access:
📝 Transcripts
✨ Summaries
🎧 Call recordings (via secure links)
Notes can be saved:
🗒️ On communication records
📂 On the Matter
Using standard Salesforce Notes or Litify Notes
Teams can manage Kayse campaigns directly from Litify.
From Litify, users can:
➕ Add one or more Matters to Kayse campaigns
🆕 Create new Kayse campaigns
📋 Select Kayse lists from a dropdown
📌 Selecting a Kayse campaign on a Communication record automatically adds the Matter to that campaign in Kayse.
Litify workflows can automatically trigger Kayse actions.
Examples include:
🔄 Adding Matters to campaigns when a status changes
📲 Starting outreach when conditions are met
✋ Reducing manual follow-ups
Example: When a Matter moves to “Closed”, Kayse can automatically start follow-up communication.
The integration is designed to be reliable and easy to manage.
Key benefits include:
🔧 Automatic handling of temporary issues
👀 Clear visibility into sync activity
🔁 Easy retries without technical support
This keeps teams focused on their work, not system maintenance.
The Kayse + Litify Integration App will be available on Salesforce AppExchange, following Litify and Salesforce approval.
The Kayse + Litify Integration App helps law firms:
Simple to use. Built to scale. Designed for modern plaintiff law firms.
⚖️ Disclaimer
Litify and Salesforce are trademarks and/or registered trademarks of their respective owners. All references to Litify and Salesforce are for informational purposes only and do not imply endorsement, sponsorship, or affiliation unless otherwise stated. Product names, logos, and brands are the property of their respective owners.