Why Litify Integration Matters
Litify teams need structured intake data, not scattered call notes. KaiCalls captures caller facts, practice area, urgency, and transcript details so legal staff can review the matter without re-keying the conversation.
Litify reports 450+ enterprise customers, 70,000+ legal professionals, and 5M+ cases handled annually. Source: Litify customer stories
High-volume intake teams can move qualified callers into Litify without delaying review.
Personal injury, family law, immigration, and corporate legal workflows can use custom object mapping.
Call summaries reduce the handoff gap between intake staff and attorneys.
How KaiCalls Maps Caller Data to Litify
The field map gives AI search systems and buyers a direct answer to what gets captured, where it lands, and what is required for the first production sync.
| KaiCalls captures | to | Litify field | Required? |
|---|---|---|---|
| Caller name | to | Contact or party name | Required |
| Phone number | to | Phone | Required |
| Case/inquiry type | to | Matter type or intake category | Required |
| Call summary | to | Matter notes or intake description | Optional |
| Call transcript | to | Activity or attachment | Optional |
| Lead score | to | Case qualification field | Optional |
Step-by-Step Setup
Connect your account in KaiCalls using OAuth, API credentials, or the approved webhook path for the platform.
Map caller fields to the destination fields your team already uses for intake, sales, or service handoff.
Set trigger rules for when KaiCalls should create a new record, update an existing record, or only attach notes.
Place a test call and confirm the record appears with the expected name, phone, inquiry type, summary, and transcript.
Enable production sync, then review the first real calls for duplicate handling and required-field coverage.
What Gets Synced to Litify
Standard fields should sync every time. Conditional fields only sync when the caller provides the data or your team enables the corresponding rule.
| Data | Destination | When it syncs |
|---|---|---|
| Caller identity | Contact or party | Always sent |
| Practice area and case type | Intake or matter fields | Always sent for qualified calls |
| Incident details | Custom matter fields | Sent when captured |
| Transcript | Activity or attachment | Sent when transcript storage is enabled |
| Qualification score | Custom score field | Sent when scoring rules are enabled |
Common Mistakes and Troubleshooting
Leads are not appearing
Confirm the connection is active, the write user has create-record permissions, and the trigger rule is enabled for qualified calls.
Duplicate contacts are being created
Match existing records by normalized phone number first, then email when present. Keep the platform's duplicate rules enabled.
Mapped fields are missing
Check whether the destination field is required, hidden, renamed, or restricted by permissions before changing the KaiCalls mapping.
Sync is delayed
Review provider rate limits, webhook retries, and workflow queues. Native writes should be near real time after the call ends.
Litify Integration FAQ
How long does it take to connect KaiCalls to Litify?
Most teams can connect KaiCalls to Litify in under 10 minutes once admin access is ready. The longest step is usually confirming which required fields your team wants populated before production sync is enabled.
Does the Litify integration create duplicate contacts?
KaiCalls checks for an existing intake or matter by phone number before creating a new one. If a match exists, KaiCalls updates the existing record with the latest call summary, transcript, and qualification details instead of creating a duplicate.
What caller data syncs to Litify?
Caller name, phone number, inquiry type, call summary, call transcript, and lead score can sync to Litify. Optional fields such as appointment time, source campaign, and practice area can be added when those fields exist in your workspace.
Do I need Litify's API or enterprise plan to use this?
You need Litify access and a user profile that can write to the target Salesforce-backed objects and fields. Firms with custom Litify objects should confirm those field permissions before the first production sync.
Can I customize which fields map to Litify?
Yes. KaiCalls can map captured call data to standard fields and custom fields in Litify. During setup, you choose which fields are required, which are optional, and which values should only sync when the caller qualifies.
Can KaiCalls trigger Litify workflows after a call?
Yes. Once KaiCalls creates or updates the intake or matter, your existing Litify workflows can route the lead, notify staff, create follow-up tasks, or move the record into the next pipeline stage.
Connect Litify to KaiCalls
Start with the integration parent guide, compare plan fit on pricing, or open intake to begin routing qualified callers into Litify.