Legal Integrations
Litify integrations for accounting, phones, documents, and more.
Connect your firm’s tools, from telephony and Accounting Seed to Docrio and beyond. We build integrations that eliminate silos, cut duplicate entry, and centralize your data in Litify.
Integration projects completed
Implementations and integrations
Call and text automation
Document management
Integration services
Make Litify your firm’s one-stop shop
A law firm can’t survive without flawless accounting, reliable communication, and organized documents, but too often that means entering the same data in two or three systems.
We connect Litify to the tools your firm relies on, with automations built around your workflows, so reconciliations are easier, every call and text is logged, and documents land on the right matter.
This is a fit if
- Staff re-enter financials between Litify and accounting
- Calls, texts, and faxes aren’t logged on matters
- Documents live outside the matters they belong to
- Court emails and vendor data are handled by hand
- You need a custom connector for a vendor
Core capabilities
Legal integration capabilities
Integrated Accounting
Connect Litify financials with Accounting Seed or your accounting system so monthly, quarterly, and yearly reconciliations are a breeze.
Telephony & SMS
Automations that track calls, texts, and faxes, take notes, and show which clients need to be contacted.
Docrio & Document Automation
Templates, document generation, and file handling integrated with Docrio.
Court Email Processing
Extract information from court emails to automatically create cases, documents, and events.
Medical Records Vendors
Fully integrated workflows to request, receive, and process medical records.
Custom Vendor Connectors
APIs and webhooks that sync third-party vendor data and files into Litify.
Our process
How we build legal integrations
Here’s what happens at each step, what we’ll ask of you, and what you’ll have when it’s done.
Discover
We map your systems, vendors, and data flows.
Design
We choose native connectors, APIs, or custom sync.
Build & test
We build and test in a sandbox with real scenarios.
Launch
We go live with logging and monitoring in place.
Support
We maintain integrations as vendors change.
Related work
Legal integration case studies
Yes. We’ve implemented and integrated Accounting Seed with Litify for law firms, so financial data flows between systems.
Yes. We build VoIP and SMS integrations that log calls and texts on matters and automate follow-up.
Usually, yes. We build custom connectors using APIs and webhooks to sync vendor data and files.
Get started
Let’s connect your firm’s systems
Tell us which tools your firm relies on. We’ll follow up to map out how to bring them together in Litify.
What happens next
We review your note and follow up
A discovery call with a BRIO consultant
Clear recommendations and next steps
We only use your information to respond to you.