✅ Step 1: Add ProofServe as a Party
Go to the Parties tab in Litify.
Click New and create a new Party named “Proof Serve.”
Save the new Party.
✅ Step 2: Access Integration Settings
Within any Matter, click on the Proof tab.
Click Integration Settings (Note: You must be an administrator on Proof to access integration settings).
✅ Step 3: Set Up Proof as Expense Payee
Ensure the checkbox labeled “Automatically create Litify expense activities for Proof invoices” is selected.
In the “Expense Payee” text box, type “Proof Serve.”
Select Proof Serve from the dropdown menu that appears.
✅ Step 4: Save Your Settings
Click Save Settings.
⚡ Important Notes
Any expenses created after this setup will include Proof Serve as the Payee.
Existing expenses will not be updated automatically.
Need further help? Contact us at support@proofserve.com