Objective
Clean up the Litify Matter quick-links panel so it is alphabetized, renamed clearly, and stripped of low-value links backed by live usage counts.
What changed
- Reordered the Matter quick-links list alphabetically.
- Renamed the section to
Quick Links and removed the Related list label.
- Removed the user-approved low-value items including Case Status Messages, Closings, Counsel, Depositions, Dialpad Call Logs, Disbursement Line Items, Dropbox File Requests, Litigation Requests, Police Reports, Properties, Reviews, SMS Drips, and Time Entries.
- Audited remaining candidates by live counts and flagged
BoldSign Envelopes as immediate noise and Document Summaries as a maybe-remove item because usage has gone cold.
Commands or live systems touched
- Live Salesforce/Litify org
LITIFY_ORG.
- Matter page layout / related-list metadata.
- Session evidence:
/Users/samaguiar/.codex/sessions/2026/05/27/rollout-2026-05-27T19-48-50-019e6bd7-4522-7c41-8f33-7d9f8ef7d123.jsonl.
Rollback state
- Roll back by restoring the prior related-list ordering / labels and re-adding removed items in layout metadata.
- No separate rollback artifact path was captured in the session transcript.
Open follow-up
- User still needed to decide whether to also remove
BoldSign Envelopes and possibly Document Summaries.
Pickup prompt
Review the live Matter page with the cleaned Quick Links section, then decide whether to remove the last two low-usage candidates or keep them for edge-case access.