Understand what generates the Attorney Hub action item shown for Momodou Wadda: 60-day treatment checkpoint - ask for a status update with button Send treatment status check.
This was a read-only Salesforce/Litify investigation against LITIFY_ORG. I confirmed the org connection, searched the local attorney hub source, then verified the deployed Apex class body through the Tooling API.
The action item is generated by AttorneyHubAustinController.addTreatmentAnniversaryPrompts. The deployed rule builds a milestone set of Date.today().addDays(-30), Date.today().addDays(-60), and Date.today().addDays(-90), then queries open Austin matters where litify_pm__Open_Date__c is one of those dates. It creates a prompt with label Send treatment status check and the why text N-day treatment checkpoint - ask for a status update.
For the specific matter a0LUV00000G4xjR2AR, live Salesforce showed:
On 2026-06-13, the open date 2026-04-14 is exactly 60 days earlier, so the matter qualified for the 60-day open-date checkpoint. The date shown on the right side of the card is the open date passed as dueLabel, not the last treatment update or actual due date. The 4/13/2026 in the title is the incident date embedded in the display name.
The button currently routes to the matter record through AttorneyHubAustinShared.smsUrl. The shared helper notes that RingCentral does not expose a public deep-link composer URL, so the best available action is to open the matter record where the RingCentral utility bar can be used in context. It does not automatically send a text.