Ran read-only Salesforce CLI discovery against LITIFY_ORG connected to samaguiarinjurylawyers2.my.salesforce.com for Payton user 0055e000005xgfiAAA. No project files were edited.
Validated Payton matter scope: 763 principal-attorney matters, 137 open. Found Roundtable_Client_Dec_Page__c is blank on all 137 open Payton matters, while Roundtable_Client_PIP__c is Unknown on 18 and blank on 119. Insurance is the stronger structured source for PIP: litify_pm__Insurance__c.litify_pm__Coverages__c INCLUDES ('PIP') found 144 open Payton insurance rows, and 589 open Payton insurance rows total. Dec/policy evidence appears primarily in Files: ContentDocumentLink title searches for dec/declaration/PIP/policy found 5 open Payton file links, including dec page and policy titles.
Validated overview prompt fields and sample counts: client birthday uses litify_pm__Client__r.litify_pm__Date_of_birth__c and litify_pm__Client__r.Next_Birthday__c, not PersonBirthdate. Open Payton matters with DOB: 136. Next 30 birthdays: 8. SOL within 30 days: 1 using litify_pm__Statute_Of_Limitations__c = NEXT_N_DAYS:30. Treatment matter-level field is Last_Treatment_Update__c; open Payton stale counts were 60 at 30+ days, 44 at 60+ days, 35 at 90+ days. Treatment_Update__c has Conversation_Date__c, Date_of_Previous_Update__c, and Days_Since_Last_Update__c; Date_of_Last_Appointment__c and Date_of_Next_Appointment__c were unpopulated in the tested Payton open scope. Roundtable pending uses Roundtable__c = 'Needs to Be Reviewed', Roundtable_Requested_Date__c, Roundtable_Review_Date__c, and Roundtable_Reviewer_Decision__c; 2 open Payton matters are pending, 1 crossed the explicit 14-day cutoff as of the run.
Validated communication objects and counts linked to open Payton matters: smagicinteract__smsMagic__c via matter__c has 2,490 rows; Dialpad__Call_Log__c via Matter__c has 1,020; CallRail_Call_Log__c links through Intake__r.litify_pm__Matter__r and has 80; EmailMessage direct RelatedToId has 208; litify_pm__lit_Note__c via litify_pm__lit_Matter__c has 9,619; SAIL_SMS_Message__c has 18; Case_Status_Message__c has 172; Task via WhatId has 4,151; SAIL_Call_Log__c, not plain Call_Log__c, exists and has 1,500 open Payton rows.
Discovery request was completed, and the session is ending after the required Notion export and inline findings.
Use the compile-safe SOQL returned in the chat response to wire Attorney Hub cards. For PIP, prefer structured insurance coverage rows; for dec page proof, treat Files as evidence because matter Roundtable dec-page fields are blank in the Payton open scope. For no-client-contact, use matter rollups for the fast overview card, and consider a service-layer merge of SMS, notes, EmailMessage, Task, SAIL_Call_Log, and call-log objects if the hub needs stricter channel-level truth.
Worktree path was /Users/samaguiar/.config/superpowers/worktrees/sail-litify/attorney-hub-payton-complete-2026-05-17/Litify_AI_Integration_Project/salesforce-metadata. Keep the next pass read-only until implementing. No files were changed in this pass. The important compile correction is that litify_pm__Client__r.PersonBirthdate fails in this org; use litify_pm__Client__r.litify_pm__Date_of_birth__c and litify_pm__Client__r.Next_Birthday__c instead. The closest communications call alternative to plain Call_Log__c is SAIL_Call_Log__c with RingSense links.
Importance: Medium. Task status: Done. Pending: none from this discovery pass.