Objective

Execute the Phase 1 cleanup for Litify matter task automation in samaguiarinjurylawyers2.my.salesforce.com with a live-org-first approach, while preserving clear rollback paths and validation gates for every mutating step.

Source Inputs

• /Users/samaguiar/Downloads/task_automation_audit_redesign.md
• /Users/samaguiar/Downloads/salesforce_litify_forensic_audit.pdf
• live org alias: LITIFY_ORG
• supporting repos and workspace context:
• samaguiar1982-cpu/litify
• samaguiar1982-cpu/litify-ai-integration
• /Users/samaguiar/Documents/Projects/litify
• /Users/samaguiar/Documents/Projects/Litify_AI_Integration_Project

Live-Validated Current State

• The following core objects are live in the org:
• litify_pm__Matter__c
• litify_pm__Intake__c
• litify_pm__Default_Matter_Task__c
• Task
• The following automation names from the audit are live and active:
• Intro_Status_Call_Automation
• Create_Review_Demand_with_Client_Task