Integrating Birdeye with Litify
Litify is a practice management solution (PMS) used by attorneys and paralegals to manage the entire lifecycle of a case. Litify offers a host of features to manage caseloads, client outcomes, real-time reporting, reminders and more. Integrating Litify with Birdeye will automate the process of sending out review requests to clients on a daily basis.
Once the integration is complete, Birdeye will pull client information from Litify once daily. Birdeye collects the first name, last name, email address and phone number of your clients and automatically sends them review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your PMS using a predefined trigger. Here is the supported trigger for Litify:
| Trigger name | Trigger description |
| Litify Closed Matter Trigger | This trigger is used to used to fetch closed matters from Litify |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you need to log in to your Birdeye account to complete the integration process.
COMPLETING INTEGRATION WITHIN BIRDEYE DASHBOARD
Log in to your Birdeye account and click on the 'Settings' tab on the left navigation rail. On the bottom of the 'Settings' page, click on the 'Authorize Litify' button under the CRM integrations header.
You will be redirected to the Litify login screen. Enter your login credentials and click on the ‘Log In’ button at the bottom.
On the next screen, you need to grant Birdeye access to your data on Litify. Click on the ‘Allow’ button to proceed.
Now you will be redirected to the Birdeye account. You will be able to view an ‘Authorized’ status next to Litify.
