Your guide to getting things done.
Browse guided walkthroughs designed to help you complete key tasks quickly and confidently.
Portfolio & Pipeline
Learn how to view, organize, and manage all matters across your case portfolio.
Your First Matter
Step-by-step guidance for creating and configuring your first case in LitiSync.
Matter Brief
Understand how to monitor real-time case activity, task progress, and evolving summaries.
Client Engagement
See how LitiSync communicates with clients and gathers case information automatically.
Chronologies
Learn how event timelines are built, organized, and filtered to track the full story of a matter.
Building Blocks
Discover how to use AI-generated strategic content snippets to support drafting and case preparation.
Who’s Who
View and manage all individuals involved in a matter, including clients, witnesses, and participants.
Exchange & Referrals
Learn how to securely refer matters and collaborate with other attorneys through the LitiSync Exchange.
Frequently Asked Questions
Quick answers to common questions about using LitiSync, troubleshooting issues, and understanding key platform features.
Why don’t I see my matter on the dashboard?
Check your status filters to ensure the matter is not hidden under Active or Closed filters.
Can I edit a matter directly from the dashboard?
Yes. Use the menu option on the top-right of the matter card to edit the case profile.
Can I change how matters are displayed?
Yes. You can toggle between the tile card view and the sortable list view at any time.
Can I edit the matter after creating it?
Yes. You can edit the matter profile at any time from the Case Load Dashboard.
Who do I enter as the primary contact?
This individual should be someone closely familiar with the facts of the matter—ideally the principal person you are representing. The contact entered during matter setup is the person LitiSync will engage with to gather case facts, develop chronologies, and collect strategy-related input.
What if I have more than one client Im representing?
Add the primary client contact you are representing when setting up the matter. Additional clients or related individuals can be added later in the Who’s Who feature.
Can I add more adverse parties later?
Yes. Additional adverse parties can be added through the Who’s Who feature.
What if I’m unsure of the jurisdiction or cause of action?
You can update these details later after the matter has been created.
Why don’t I see a recording for some calls?
Calls are recorded only when the recipient provides consent to recording.
Are matter summaries static?
No. Summaries update automatically as LitiSync gathers additional facts and organizes the matter.
Can I monitor task progress in real time?
Yes. The activity feed reflects task activity and status changes as they occur.
Does LitiSync Start engaging with my clients as soon as a matter is set up in my dashboard?
Yes. LitiSync agents begin working immediately, reaching out via email and text message as soon as the matter is added to queue a call and start gathering context about the matter right away.
Are client communications branded to my firm?
Yes. All communications are branded to your law firm, with co-branding used where necessary to provide transparency about the LitiSync service. This includes voice, email, SMS interactions.
Can clients choose when to participate in calls?
Yes. Clients can initiate queued calls at any time using links sent securely via email or SMS.
How can I track engagement progress?
All activities appear in real time within the Matter Brief activity feed, and email notifications are sent as engagement milestones occur.
How is consent handled with clients?
LitiSync requests consent before recording any phone call audio and clearly informs participants that all information collected during each interaction is protected under attorney-client privilege.
What if a call is dropped or the client has more to share?
LitiSync’s Switchboard handles dropped or incomplete calls seamlessly. At the beginning of each call, recipients are informed that they can queue additional calls at any time using the link provided in their email or text notification. If a call is interrupted or disconnected, LitiSync preserves the full conversation context and resumes the next call exactly where the previous one ended, so clients do not need to repeat information or restate details. Our system handles all the edge cases with grace and precision, tracking the details and keeping all context organized for your review.
Can I view the full history of the matter in one place?
Yes. The chronology view displays the complete event timeline and updates automatically as new information is collected. You can also view a copy / paste version in Building Blocks.
Can I isolate events involving a specific person?
Yes. Use the Character Filter to display events associated with one or multiple individuals.
Are event summaries updated automatically?
Yes. Event summaries and the timeline summary Building Block update as new information is gathered and organized.
How are Building Blocks generated?
Building Blocks are created using structured drafting recipes developed by practicing attorneys and processed through LitiSync’s Practice Area atomic rule frameworks to ensure alignment with the selected causes of action and strategic readiness.
Can I access earlier versions of a Building Block?
Yes. Every generated version is saved and listed in chronological order for reference.
Can I edit Building Blocks directly?
Building Blocks are designed for review and copy use. You can copy the content into your drafting tools and modify it as needed.
Can I manually add individuals who have not yet appeared in the chronology?
Yes. Use the + Profile button to add new contacts at any time.
Can I quickly see which events someone was involved in?
Yes. Each profile card shows the events associated with that individual.
Can I quickly filter by profile type?
Yes. Use the Character Filters above to view by adverse party, witness or client side profile types.
Can I search large contact lists?
Yes. Use the search field to locate contacts by name or filter them by role or type.
Can I use the LitiSync Exchange to share matters internally within my firm?
Yes. The Exchange can be used both for internal collaboration and for external referrals.
Can a referral recipient share the matter with someone else?
No. Only the original matter owner can refer or share the matter with additional recipients.
Can I revoke access after sending a referral?
Yes. Sharing or referral permissions can be withdrawn at any time by the original matter owner.