From Intake to Hearing: Connecting Litify (Salesforce) and Chronicle

​Litify (built on Salesforce) powers intake, case management, and workflows for many high-volume SSD firms. But critical SSA data such as ERE activity, information requests, medical providers, and consultative exams often lives outside the CRM, forcing manual entry and weakening automation.

​This session introduces the Litify / Salesforce ↔ Chronicle integration, showing how Chronicle’s real-time SSA ERE data flows directly into Salesforce as structured, CRM-native records.

​Why Attend

​You’ll leave this session with a clear, practical understanding of how to:

• ​Eliminate manual SSA data entry inside Salesforce

• ​Keep Litify workflows accurate with real-time ERE updates

• ​Reduce downstream errors caused by late or missing evidence

• ​Operate Salesforce as a true system of record from intake through hearing

​What You’ll Learn

• ​How Chronicle streams SSA ERE data directly into Salesforce/Litify

• ​Which Salesforce objects are updated automatically (information requests, medical providers)

• ​How consultative exams, document activity, and SSA requests surface in real time

• ​Examples of automations firms are running today using Chronicle data

• ​How larger firms are scaling case volume without adding headcount

​Who Should Attend

• ​SSD attorneys and representatives

• ​Paralegals and case managers handling appeals

• ​Firm owners or admins exploring automation and modern SSD workflows

​Speakers

​Nikhil Pai: Founder, Chronicle
Nikhil leads the team behind Chronicle, the platform helping SSD firms automate case tracking, ERE monitoring, and document workflows. His focus is building technology that simplifies operations and keeps teams ahead of SSA deadlines.