FIP Dashboard

Monthly Totals (QBO vs Litify)

Reconciliation Status

Create Tenant

Name

Slug

Create Entity

Name

Type

External ID (optional)

Tenants

ID	Name	Slug	Status	Created

Entities

ID	Name	Type	External ID	Active

Entity Financial Comparison

Entity	Type	QBO Total	Litify Total	Variance	Records

Cases Overview

Case #	QBO Recs	Litify Recs	QBO Total	Litify Total	Variance	Status

OAuth Authorization

Connect to QuickBooks Online or Litify/Salesforce via OAuth. Credentials must be configured first.

Create Connector

Entity ID

Type

All Connectors

ID	Entity	Type	Status	Last Sync	Actions

Credential Status

Field	Configured

Update Credentials

Leave fields blank to keep existing values.

QBO Client ID

QBO Client Secret

Litify Client ID

Litify Client Secret

Litify Instance URL

Auto-Sync Scheduler

Automatically sync all active connectors on a schedule.

Auto-Sync

Disabled

Sync Interval (hours)

Auto-Reconcile

Enabled

Reconciliation Runs

From: To:

ID	Status	Total	Matched	Discrepancy	Unmatched	Started	Actions

Create Snapshot

Label

Snapshots

ID	Label	Status	Records	Created	Completed

Audit Log

ID	Action	Resource	Resource ID	User	IP	Time	Details

⚖ IOLTA Trust Account Compliance

Case #	Deposits	Disbursements	Balance	Txns	Compliant	Last Activity

📈 Matter Profitability

Case #	Revenue	Costs	Net Profit	Margin %	Records	Profitable

💰 Cash Flow Analysis

Create Rule

Rule Name

Type

Definition (JSON)

Rule Versions

ID	Name	Type	Version	Active	Created	Actions

FIP

Overview

Monthly Totals (QBO vs Litify)

Reconciliation Status

Create Tenant

Create Entity

Tenants

Entities

Entity Financial Comparison

Cases Overview

OAuth Authorization

Create Connector

All Connectors

Sync Batches

Credential Status

Update Credentials

Auto-Sync Scheduler

Reconciliation Runs

Run Items

Create Snapshot

Snapshots

Audit Log

⚖ IOLTA Trust Account Compliance

📈 Matter Profitability

💰 Cash Flow Analysis

Create Rule

Rule Versions

FIP Dashboard

FIP

Overview

Notifications

Monthly Totals (QBO vs Litify)

Reconciliation Status

Create Tenant

Create Entity

Tenants

Entities

Entity Financial Comparison

Cases Overview

OAuth Authorization

Create Connector

All Connectors

Sync Batches

Credential Status

Update Credentials

Auto-Sync Scheduler

Reconciliation Runs

Run Items

Create Snapshot

Snapshots

Audit Log

⚖ IOLTA Trust Account Compliance

📈 Matter Profitability

💰 Cash Flow Analysis

Create Rule

Rule Versions