Salesforce/Litify Merge Letter Fixes

I have roughly 30 merge letters in Litify that must be repaired and ready to send by the end of the day tomorrow, Eastern Time. During a short training session tomorrow morning I will walk you through our process; after that you will work independently to finish every letter the same day.

What needs attention? Pretty much everything—formatting glitches, merge fields that refuse to populate, and a few lingering content mistakes. The templates pull a mix of client details, case details, and key dates / timelines, so you’ll need to verify that every field flows correctly and that the finished documents read naturally. The source files come to you in Word and must go back out clean and consistent.

You should already be comfortable inside Litify (or at least its Salesforce-style template builder) and familiar with Word, and standard mail-merge logic. Once the fixes are in place I’ll spot-check a handful; if everything opens without broken fields, misaligned text, or missing data, we’re done.

Deliverable: 30 fully functional, polished merge letters returned in their original formats before close of business tomorrow, Eastern Time.