Litify Implementations
Litify implementations that work the way your firm does.
Fast, reliable implementations, migrations, and customizations built around your workflows. Whether you’re launching Litify for the first time or enhancing an existing org, we help your firm get the most from it.
Full Litify implementations
Law firms supported on Litify
Typical kickoff to go-live
Specialized teams by law type
Litify services
A Litify org your whole firm will use
We’ve helped more than a hundred law firms turn their Litify org into a high-performance operational tool, and one their staff actually likes using.
We start with workshops on your matters, intakes, data, files, and finances, then configure Litify in sprints with testing and sign-off at each stage, so your team sees the system take shape long before go-live.
This is a fit if you need
- Matter teams and roles managed across active matters
- Custom processes to open and close matters
- Referral management and source tracking
- Dynamic task sets based on case type
- Automated client communication tracking
Core capabilities
Litify implementation capabilities
Matter & Team Management
Control access and roles across active matters, and automate case opening and closing to fit your firm’s structure.
Referral & Source Tracking
Track where cases come from, manage referral fees, and report on attribution.
Dynamic Task Sets & Automation
Tasks that flow based on case type, status, and other criteria, keeping your team on track.
Client Communications
Automatically log emails, SMS, and calls, translate incoming messages, and keep an accurate audit trail.
Documents & Mail Room
Index incoming documents from email, fax, SMS, or mail, route them, and link them to matters.
Medical Records Automation
Streamline record requests, receipt, and expense creation, and automate damage and injury analysis where possible.
Accounting Integration
Sync Litify financials with your accounting system to eliminate duplicate entry and simplify reconciliation.
Forms & Templates
Custom intake and treatment update forms whose answers feed templates, pleadings, and matter fields.
Mass Tort & Specialty Modules
Case scoring, dynamic data models, high-volume claim handling, and settlement calculations.
Our process
How a Litify implementation works
01 · What happens
Kickoff
We align on goals, team, timeline, and access to your legacy systems.
Name your project lead, confirm your team, and grant access to your current systems
02 · What happens
Workshops
We run discovery on matters, intakes, data, files, and finances.
Send subject matter experts to each session with real forms, templates, and reports
03 · What happens
Configure
We build in sprints with QA and user acceptance testing.
Test each release with real scenarios and flag anything that doesn’t fit how you work
04 · What happens
Migrate
We load and validate your data and files before go-live.
Review test loads and confirm that matters, contacts, and documents look right
05 · What happens
Go live
We launch, train your team, and support the transition.
Complete training, share the cutoff plan with staff, and report issues as they come up
Related work
Litify case studies
Our full Litify implementations have typically taken 9 to 13 months from kickoff to go-live, depending on practice areas, data volume, and integrations.
Yes. Data and file migration are part of most implementations, with internal and client validation before go-live.
Yes. We have specialized teams for Personal Injury, Social Security and Disability, Workers’ Compensation, Mass Tort, and non-civil law.
We provide go-live support, then many firms continue with ongoing support or a dedicated admin.
Get started
Ready to optimize Litify for your firm?
Let’s talk about your goals, challenges, and what your ideal Litify setup looks like.
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.