Litify
The legal platform designed for high performance, empowering legal teams with AI and automation.
Executive Summary
Litify is an all-in-one legal operating platform built on Salesforce, centralizing legal work from intake to matter management, documents, tasks, time/expenses, communications, and reporting. It is primarily used by plaintiff and defense law firms, as well as corporate legal departments, to standardize and automate workflows across high-volume matters. The platform's core value lies in improving productivity through automation, ensuring better compliance and auditability via structured processes, and providing stronger operational visibility through real-time dashboards and analytics, enhanced by AI.
Use Cases
- Matter Management: Building and managing matter plans, tasks, and deadlines for various case types.
- Document Management & Generation: Creating, managing, and automating legal documents using custom templates.
- Client Intake & Communication: Streamlining client intake processes and facilitating secure, centralized client communication.
- Time Tracking & eBilling: Accurately tracking billable hours and managing complex invoicing and financial operations.
- Outside Counsel Collaboration: Providing a vendor portal for outside counsel to collaborate, manage matters, and submit invoices.
- Performance Analytics: Gaining insights into firm performance, marketing ROI, and operational efficiency through dashboards and reports.
Features
Visibility
- Real-time Visual Dashboards: Provides customizable dashboards for a quick, visual overview of key performance indicators and operational status.
- KPI Monitoring: Enables tracking of critical metrics such as client retention rates, case resolution time, and revenue per case.
- Forecasting & Trend Analysis: Tools to analyze trends in case volume, client demographics, and revenue growth for strategic planning.
- 360-Degree Client View: Offers a holistic view of client relationships and matters, moving beyond transactional interactions.
Intelligence
- AI-Powered Workflow Automation: Automates routine tasks, task assignments, and document generation to streamline legal processes and reduce manual effort.
- Predictive Analytics: Utilizes machine learning to provide predictive insights, helping legal teams anticipate outcomes and make data-driven decisions.
- Agentic AI (Agentforce): Next-generation AI built on Salesforce technology for advanced workflow automation and intelligent assistance.
- Customizable Workflows: Allows for the creation of tailored workflows to fit specific practice areas and firm needs, ensuring consistency and adaptability.
Support
- Guided Implementation: Expert-led implementation process including data migration, configuration, and go-live support.
- Hands-On Training & Online Modules: Offers live, tailored training sessions for administrators and end-users, alongside ongoing online learning modules.
- Responsive Technical Support: Provides responsive technical support to address inquiries and troubleshoot issues.
- Community Hub: Access to a collaborative platform for knowledge sharing and discussions with other Litify professionals.
Technical Specifications
- Architecture
- Cloud-native SaaS, built on Salesforce
- Deployment
- Cloud/SaaS
- Authentication
- SSO, SAML, OAuth, MFA, user-level permissions
- API Available
- Yes
- MCP Server
- No
Infrastructure
- Salesforce
- AWS
- Anthropic
AI/ML Stack
- Machine Learning
- Predictive Analytics
- LLM
- Agentic AI
Integrations
- Salesforce ecosystem apps (AppExchange)
- Email and calendar (via Salesforce integrations)
- Document management/storage providers (via Salesforce integrations/connectors)
- E-signature platforms (via Salesforce integrations/connectors)
- Accounting/finance systems (via integrations/ETL as configured)
- Telephony/SMS providers (via integrations as configured)
Security & Compliance
Certifications: SOC 2 Type I, SOC 2 Type II, ISO 27001, HIPAA
Encryption: Encryption at rest and in transit (via Salesforce infrastructure), multi-factor authentication.
Pricing
- Model
- Custom enterprise
- Starting Price
- Contact sales
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual (implied by enterprise focus)
- Free Trial
- No (credit card required)
About Litify, Inc.
Litify is an all-in-one legal operating platform built on Salesforce, designed for law firms, corporate legal departments, government agencies, and nonprofits. It leverages secure, cloud-based technology, powerful business analytics, and artificial intelligence to streamline and automate legal workflows, including intake, matter management, document generation, timekeeping, billing, and client communications.