Litify is a legal operations platform built on Salesforce. It brings intake, case and matter management, documents, time and billing, and reporting into one system, so a firm or legal team can run its work from a single place instead of a collection of disconnected tools.
This guide explains what Litify does, why being built on Salesforce matters, who it’s designed for, and how to decide whether it’s a good fit.
What Litify does
Intake
Capture new leads and potential clients, qualify them with questionnaires, track follow-up, and convert qualified intakes into matters, with every step recorded.
Matter management
Manage each case or matter from opening to close: parties, deadlines, tasks, notes, and the team working on it. Workflows can be configured by practice area or case type.
Documents
Litify’s document management, Docrio, stores and organizes documents alongside the matters they belong to, so staff aren’t searching across drives and email.
Time, billing, and expenses
Track time and expenses against matters and support the fee arrangements your firm uses, from hourly work to contingency.
Reporting and dashboards
Because all of the work lives in one system, leadership can see intake volume, case progress, workloads, and financials in real time instead of assembling reports by hand.
Automation and integrations
Automate routine steps such as task creation, reminders, and client updates, and connect Litify to the other tools your firm uses, such as phone systems, e-signature, accounting, and records retrieval.
Why being built on Salesforce matters
Litify runs on Salesforce, one of the world’s most widely used business platforms. That brings a few practical advantages:
- Security and reliability backed by an enterprise platform.
- Flexibility to configure fields, workflows, and layouts to match how your firm works.
- A large ecosystem of apps and integrations on the Salesforce AppExchange, including legal-specific tools.
- Room to grow, from a single office to many, with the same platform underneath.
It also means that working with Litify well requires both legal knowledge and Salesforce expertise. Our guide to Salesforce sandbox types is a good example of the platform concepts that come into play.
Who uses Litify
Litify serves a range of legal organizations, including plaintiff firms, defense firms, and in-house legal teams. It’s especially strong for organizations that handle high volumes of matters, rely on consistent processes, or want intake, case work, and reporting connected in one system.
Is Litify right for your firm?
Litify tends to be a strong fit when:
- Your firm has outgrown its current case management system.
- Data is spread across several tools that don’t talk to each other.
- Leadership wants reliable, real-time reporting.
- You want to automate repetitive work across intake and case management.
- You expect to grow and want a platform that can grow with you.
It may be more than you need if your firm is very small, your processes are simple, and your current tools already meet your needs.
What implementing Litify involves
A Litify implementation typically includes discovery, configuration for your practice areas, data and document migration from your current system, testing, training, and go-live. Our guides to preparing for a Litify implementation and what to expect at each phase walk through the process, and if you’re coming from another system, see moving to Litify from Clio, Filevine, Needles, and more.
Exploring Litify for your firm? Our team includes former lawyers and paralegals who know legal work firsthand. Learn about our Litify implementations, or start a conversation.
Frequently asked questions
What is Litify?
Litify is a legal operations platform built on Salesforce that brings intake, case and matter management, documents, time and billing, and reporting into one system.
Is Litify built on Salesforce?
Yes. Litify runs on the Salesforce platform, which provides security, flexibility, and access to the Salesforce AppExchange ecosystem.
What is Docrio?
Docrio is Litify’s document management solution, which stores and organizes documents alongside the matters they belong to.
Who is Litify for?
Litify is used by plaintiff firms, defense firms, and in-house legal teams, especially organizations with high matter volumes or a need for connected intake, case management, and reporting.
