Created and deployed the Litify place for web form fill logging using the existing Web_Form__c object. Added a Matter__c lookup on Web Form so records can link directly to Matter while preserving the existing Intake lookup. Created the Web Forms tab, the Web Form Fills Log report, and three dashboard metric reports: Form Fills - MVA MTD, Form Fills - MVA 30d, and Form Fills - MVA YTD.
Deployment succeeded in production under deploy 0AfUV000001XdV30AK. Components deployed: Web_Form__c.Matter__c, Web_Form__c tab, CMO_Web_Form_Fills_Log, CMO_Form_Fills_MVA_MTD, CMO_Form_Fills_MVA_R30, CMO_Form_Fills_MVA_YTD, and updates to dashboards Marketing_Center_Leads and Intake_Performance.
A brittle existing test blocked the first validation. I patched AttorneyHubPaytonActionItemsCtrlTest so it asserts at least 8 report links instead of exactly 8, deployed that fix first under deploy 0AfUV000001XdTR0A0, and all 173 tests passed.
Backfilled Web_Form__c.Matter__c for 243 records from Web_Form__c.Intake__r.litify_pm__Matter__c using Bulk API 2.0 job 750UV00000mrCdkYAE, with 243 successful and 0 failed records. Backfilled 519 blank Web Form identity/contact fields from linked Intake fields, only when the Web Form field was blank, using Apex script backfill_web_form_identity_from_intake.apex. Remaining linked-intake identity gaps are 0.
Outlook search found Nathaniel Hatfield's 2025-06-16 Web Forms email listing 13 web-form submissions from 2025-06-02 through 2025-06-14. Seven matching Website Contact Form rows were already in Litify but had blank names; these were backfilled and several now link directly to Matters. Exact matched rows: Leandro Gonzalez, Myles Schroeder, Hope Curry, Anita Beach, Dianna Cortes, Jacob Bishop, and Alyssa McCarthy. Four named people from that email did not have exact Intake matches by name: Preston Croft, Gerson Marc, Jeanette Hayes, and Miguel Castillo. I did not create unlinked partial records from only names and dates because the request specified linking Intake and Matter records.
Live report API counts match direct SOQL: MVA MTD 12, MVA rolling 30 days 14, MVA YTD 77. The Web Form Fills Log returns 1810 non-CallRail form rows. Marketing Center Access and Admin Permissions now have Web Form object read/create/edit access, Matter__c field read/edit access, and the Web Forms tab set to DefaultOn. No destructive permissions were granted.
The core Litify setup, dashboard work, and deterministic backfills are complete and QA passed. Remaining work is optional deeper historical mailbox attachment extraction for unmatched names that do not currently map to an Intake or Matter.
A future agent can run a deeper extraction of the PDF attachment Web Forms 053025-061625.pdf from the 2025-06-16 Outlook email, then compare row-level details against Web Form, Intake, and Matter records before creating any partial historical records. The safer default is to keep the current linked-record approach and avoid unlinked form rows unless the PDF provides enough source detail to match them.