Session Objective

Identify the best next bounded knowledge action for attorney agents in LITIFY_ORG, comparing closed/dropped/referred-out since 2024 matter search against insurance adjuster/carrier knowledge. The session was explicitly read-only and did not edit local files or mutate Salesforce.

Work Completed

• Verified LITIFY_ORG is connected as sam@kylawoffice.com.
• Confirmed current live Apex actions are active: AttorneyHubAgentforceCaseSearchAction and AttorneyHubReportDashboardAdvisorAction.
• Inspected live object metadata for litify_pm__Matter__c, litify_pm__Insurance__c, litify_pm__Referral__c, and litify_pm__Role__c.
• Ran read-only SOQL counts for matter close reasons since 2024, referral statuses since 2024, insurance status/type counts, carrier and adjuster field coverage, and open-matter insurance coverage.

Key Findings

• litify_pm__Matter__c has a clean bounded candidate: litify_pm__Closed_Date__c >= 2024-01-01, litify_pm__Status__c = Closed, and litify_pm__Closed_Reason__c in Referred Out, Turned Down, Fired, Dismissal.
• Since 2024, live counts are 2,681 closed matters total, with 575 in the bounded dropped/referred/fired/dismissal subset. Breakdown: Turned Down 412, Referred Out 139, Fired 23, Dismissal 1.
• litify_pm__Closed_Reason_Details__c gives useful reason buckets, led by Insufficient coverage 182, Questionable/No liability 131, Insufficient damages 94, Other 38, Limited/No treatment 26.
• litify_pm__Referral__c has separate referral status context: 2,012 referrals created since 2024; Declined 1,397, Signed Up 320, Settled 172, Pending Outgoing Firm 66, Closed 43, null 14.
• litify_pm__Insurance__c is rich but broader: 64,703 records, 4,265 tied to open matters. Carrier fields are heavily populated: litify_ext__Insurance_Company_Party__c and litify_pm__Insurance_Company__c each had 63,579 records populated. Adjuster fields litify_ext__Adjuster_Party__c and litify_pm__Adjuster__c each had 49,709 records populated.
• Insurance status is sparse: 64,470 of 64,703 insurance records have null Status__c; among open-matter insurance rows, 4,111 of 4,265 have null Status__c.

Recommendation

Safer first action: build a read-only closed/dropped/referred-out since 2024 search action before insurance knowledge. It is narrower, status values are clearer, count is smaller, and it avoids surfacing adjuster contact details before permissions, PII handling, and duplicate carrier normalization are deliberately designed.

Suggested Next Steps

• Add a bounded Apex invocable action conceptually similar to AttorneyHubAgentforceCaseSearchAction, but scoped to closed matter outcomes. Suggested inputs: teamName, closedReason, closedReasonDetail, closedSinceDate, caseRating, maxResults capped at 25.
• Output should include matter link, attorney, close date, close reason, close detail, stage, rating, and a short safe learning note. Keep it read-only.
• Treat insurance/carrier knowledge as second wave after designing PII handling and normalization around litify_pm__Insurance__c, litify_pm__Role__c, and Account relationships.