Kai screens potential clients during intake calls and creates new matters in Litify with case type, injury details, and statute of limitations already filled in. Law firms capture 90% more qualified cases.
When a potential client calls, Kai asks about their case and creates a new matter in Litify automatically. Attorneys see the case details, conversation transcript, and recommended next steps instantly.
Protects attorney-client privilege and meets bar association requirements automatically
Kai handles intake calls at 2am on weekends so firms never lose potential clients
Kai scores case strength during intake so attorneys focus on high-value cases first
Built on Salesforce's robust platform, our Litify integration delivers secure, reliable data synchronization with precise custom object mapping and automated workflow triggers.
Litify runs on the Salesforce platform, which means KaiCalls leverages enterprise-grade APIs for secure, reliable data synchronization with your legal CRM.
KaiCalls maps call transcripts and intake answers to specific custom objects and fields within your Litify organization, ensuring data appears exactly where you need it.
KaiCalls triggers your specific intake workflows automatically when a new lead is qualified, ensuring consistent case processing and follow-up.
Because Litify is built on Salesforce, the integration requires precise API handling to ensure data integrity and compliance with your firm's security requirements.
See the immediate benefits of automated intake and real-time Litify integration.
100% automated data capture and entry into Litify
Real-time case creation means faster response to qualified leads
Case details, transcripts, and intake answers appear in Litify instantly
Specialized features designed specifically for PI firms using Litify, including mass tort tracking, DICE integration, and intelligent case qualification.
Track which marketing campaigns generate qualified mass tort leads, with automatic case categorization and campaign attribution in Litify.
Seamlessly integrates with DICE intake workflows, automatically populating all required fields for personal injury case evaluation and qualification.
Maps accident details to your custom Litify objects including date, time, location, witnesses, police reports, and injury specifics.
AI-powered scoring evaluates case strength based on injury severity, liability clarity, and damages potential, helping you prioritize high-value cases.
Kai handles intake calls and sends qualified cases to Litify automatically. Setup takes 5 minutes.
Kai asks about case details during intake calls and determines if the case fits the firm's practice areas.
New matters appear in Litify with case type, injury severity, and statute of limitations already filled in.
Kai schedules consultation appointments directly into attorney calendars based on case type and availability.
Every intake call captures accident details, injuries, insurance information, and opposing party details.
Full conversation transcript appears in Litify so attorneys know exactly what the client said.
Kai sends follow-up texts and emails to potential clients who need documents or additional information.
Whether you're a solo practitioner or large firm, KaiCalls adapts to your specific legal practice needs.
Kai gathers accident details and creates cases in Litify with injury severity and insurance information
Handle sensitive client consultations and manage complex family matter workflows
Manage business client relationships and complex corporate matter tracking
Handle urgent client calls and case management with time-sensitive requirements
See how our AI-powered approach transforms every aspect of your legal practice workflow.
| Process | Traditional Method | KaiCalls + Litify | Advantage |
|---|---|---|---|
| Client Intake Process | Manual forms, phone screening, data entry | AI-powered qualification with automatic Litify updates | 90% faster intake with higher quality client data |
| Case Documentation | Post-call manual note taking and filing | Real-time voice-to-text with structured case notes | Immediate documentation with legal-specific formatting |
| Matter Creation | Manual setup in Litify after consultation | Automatic matter creation with case details populated | Zero data entry with complete case setup |
| Client Communication | Separate communication tracking systems | Integrated Litify communication logging | Complete client history in one platform |
| Appointment Scheduling | Back-and-forth email/phone coordination | Intelligent calendar integration with conflict resolution | Instant scheduling with attorney availability |
Law firms across practice areas are transforming their client intake and case management with KaiCalls.
"KaiCalls transformed our Litify workflow. Voice updates save us 3 hours per day per attorney, and our client intake improved 400%."
Sarah Martinez
Managing Partner
Martinez & Associates
"The AI screening is incredible. It identifies high-value cases immediately and updates our Litify pipeline automatically."
David Chen
Senior Associate
Chen Law Group
"Client calls are now seamlessly logged in Litify with detailed notes. Our case management has never been more efficient."
Lisa Thompson
Family Law Attorney
Thompson Family Law
Everything you need to know about KaiCalls and Litify integration.
KaiCalls maps call transcripts directly to custom objects in your Litify organization, automatically triggers your intake workflows, and populates accident details, contact information, and case types in real-time. When a potential client calls, Kai gathers all relevant information about the accident, injuries, insurance, and liability, then creates a fully populated matter in Litify with all custom fields completed. Your attorneys see the complete case profile, including conversation transcript, within seconds of the call ending.
KaiCalls integrates natively with major legal and business CRMs including Salesforce, HubSpot, Clio, and ServiceTitan. Beyond these native integrations, KaiCalls connects with 5,000+ additional apps through Zapier, making it compatible with virtually any practice management or CRM system your firm uses. For personal injury firms specifically, we offer deep integrations with Litify, Filevine, and other PI-focused platforms.
KaiCalls uses enterprise-grade Salesforce API authentication with OAuth 2.0, encrypted data transmission, and role-based access controls. All data transfers meet attorney-client privilege requirements and comply with bar association guidelines for legal technology. Your Litify data remains secure within your Salesforce environment.
Yes. During setup, we configure KaiCalls to map intake data to your specific custom objects and fields. Whether you track accident details, medical treatment, insurance information, or case-specific data in custom objects, KaiCalls can populate those fields automatically based on your intake workflow.
Law firms using Kai capture 90% more qualified cases because no call goes unanswered. Setup takes 5 minutes - connect your Litify account and Kai starts screening calls immediately.
✓ Bar association compliant ✓ Attorney-client privilege protected ✓ 14-day trial