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Wednesday Litify/Salesforce Health Check

Cadence: Weekly, Wednesday Duration: ~30 minutes Trigger: "Run the Litify health check" or "Wednesday Litify check" Deploys changes: No (produces report + action items)

Purpose

A weekly check on the firm's Salesforce/Litify CRM: intake pipeline, employee productivity, SMS sync, referral partners, and data hygiene. Catches problems before they compound.

Report Sections

1. Intake Pipeline Status

  • New intakes this week (count + source breakdown)
  • Intakes stuck in pipeline (>48 hours without status change)
  • Intake-to-signed conversion rate (trailing 30 days)
  • Any intake form errors or submission failures

2. Employee Productivity Dashboard

Pull from the Litify dashboard: - Case load per employee - Time-to-first-contact on new intakes - Note throughput (activity logging) - Task completion rate - Flagged employees (below threshold on any metric)

3. RingCentral SMS Sync Status

  • Is the sync running?
  • Last successful sync timestamp
  • Any error logs since last check
  • Unsynced messages count

4. Referral Partner Activity

  • New referrals received this week
  • Referral conversion rate
  • Partner ranking by volume
  • Any stale partnerships (no referrals in 60+ days)

5. Report & Dashboard Hygiene

  • Any reports that failed to run
  • Reports nearing Salesforce limits
  • Dashboards with stale data (last refresh >7 days ago)

6. Data Quality Flags

  • Matters missing required fields (case type, status, source)
  • Duplicate contacts/leads
  • Orphaned records (intakes with no linked matter)

Data Sources

Source Method What it provides
Salesforce/Litify sf CLI or MCP bridge Matters, intakes, activities
RingCentral API or Litify sync logs SMS sync status
Employee Dashboard Render-hosted or Litify reports Productivity metrics