Article Summary: Most legal teams don’t need another tool, they need momentum inside the system they already use. Get a quick look at agentic AI and how Agentforce, a core pillar of LitifyAI, can make the biggest impact, from checking for conflicts and drafting documents to surfacing precedents and cleaning up billing.

What is agentic AI?

Agentic AI stitches together multiple actions to build a workflow requiring minimal human interaction. If generative AI writes or summarizes, then agentic AI acts. It plans steps, takes action, and checks results, looping until it completes the task or hands it to a person for review.

Agentic AI pairs large language models (LLMs) with workflow logic so it can choose the right action at the right time. The AI agent keeps momentum without you needing to use multiple tools.

If you need a refresher on AI concepts, check out our glossary of AI terms for legal!

Benefits of agentic AI for law firms and legal departments

This shift is what turns AI from a background tool into a competitive advantage.

Leveraging agentic AI is less about replacing humans and more about upleveling attorneys and staff by handling high-volume tasks so they can spend their time on strategy, analysis, and client relationships.

For legal departments, agentic AI can turn unstructured legal requests into structured data so the team can make more informed decisions about how best to support the wider organization. The AI agent can orchestrate workflows, such as handling routine questions using internal knowledge resources, or automatically taking action on an invoice in the accounts payable system. 

For law firms, agentic AI transforms high-volume processes, like intakes or data entry. Clients can be onboarded in minutes, with the AI agent moving them through the process efficiently, drastically improving the client experience. Client data enters the system in a structured way so the executive team can get a better picture of firm performance.

Challenges and concerns with agentic AI

As many benefits as new technology offers, it can also raise real questions and concerns. 

Security and privacy come first — your matters demand it. Litify runs on Salesforce and protects your data by providing enterprise-grade security features, including role-based access, encryption, and audit trails. Because we’re building and implementing AI within the same platform, those security measures also provide coverage while using agentic AI within the Litify platform.

We use a closed AI model with isolated processing and trusted infrastructure partners such as Salesforce, AWS, and Anthropic. Together, that foundation creates an enterprise legal platform for regulated teams.

With that in place, real people get to stay in control. Agentforce speeds up routine steps but still asks for review where judgment matters. You decide what actions it can take and when human approval is required. The goal is to make legal work easier without replacing the people who do it.

Adoption matters, too. Our implementation and customer success teams guide rollout with training and adoption steps. Users learn in the flow of work and can see value on day one. 

The payoff is meaningful. Agentic AI removes low-value tasks so attorneys can focus on strategy, clients, and analysis. This is how AI transforms legal case management, helping both clients and teams.

How Agentforce powers legal workflows

Litify is built on Salesforce, and Agentforce, Salesforce’s agentic AI platform, combines the power of Salesforce with the data inside Litify to provide the context needed for the AI agent to successfully complete tasks. 

Every action you assign to Agentforce follows your permissions and creates an audit trail. Agentforce operates inside your platform of action, where intake, matters, documents, and billing already live, so that it can leverage the right information for any task. 

Key benefits:

• Take action on key problems or inefficiencies across the organization
• Use centralized data to make context-based decisions, giving the AI agent autonomy to decide what step to take
• Apply a playbook of standardized best practices to ensure consistent outcomes.
• Leverage Salesforce's role-based access, detailed logging, and Litify’s closed-model approach to AI to provide scale and security.

How does Agentforce streamline legal processes?

With Agentforce leveraging Litify data and workflows, legal organizations can benefit from time savings, better insights, and enhanced visibility.

• Turn intake into a matter in minutes. AI summarizes the facts and fills the required fields. Task owners and due dates are set, and missing documents are requested automatically.
• Run conflicts the moment an intake arrives. Agentforce screens parties against firm rules and guidelines. If it finds a conflict, it alerts a reviewer. If no conflict is found, the check is logged to the matter.
• Route the legal front door. Agentforce classifies requests and collects the required documents. New matters open with the right data from day one.
• Draft faster. A first draft is built from case facts and approved clauses. Attorneys can review changes in context and save the final to the file.
• Bring precedent into the workspace. As a draft is created, relevant outcomes and clause language appear beside the record. Pick what is needed and keep moving.
• Get co-counsel recommendations. Rate, evaluate, and optimize panel firm selection per matter, incorporating billing data, past performance, qualifications, and case criteria.
• Scrub billing before submission. Each time entry is reviewed for compliance. If it violates a guideline, a recommendation is provided to address it.
• Recover missed time. Gaps in time entry appear by matter and by user, so teams can update any issues before the period closes.
• Prep for hearings and trial. Depositions and court transcripts condense into brief summaries, with each item linking back to the source.

Getting started with Agentforce and Litify AI

Agentic AI works best when your data is organized in a single platform of action. Many teams start with a short cleanup, aligning fields, refreshing templates, and reviewing billing guidelines. This helps Agentforce follow your guidelines and make sound decisions.

Suggested path:

1. Identify two or three high-impact pain points (e.g., conflicts, intake summaries, invoice review).
2. Build a pilot program around one of those pain points
3. Iterate and test heavily with a subset of users, capture feedback, and roll out to additional teams.
4. Review outcomes and refine guardrails, prompts, templates, and controls.
5. Expand to the next highest-impact problem.

We offer flexible options for adopting Litify AI. Many teams can start at no additional cost, then scale usage across the case lifecycle with pricing that aligns with the work. 

As Salesforce advances Agentforce, Litify brings those capabilities forward so your investment stays current.

Evolving legal workflows with agentic AI

When your team runs on Litify, Agentforce makes every step more connected. Intake moves straight into open matters. Drafts start on the right template with the right data. Updates are clear, and billing goes out clean. 

It’s a smarter way to manage work without adding new tools or processes.

Request a demo and watch a real case come to life with Agentforce, or dive into more ways AI can transform legal workflows.

FAQs

What is Agentforce, and how does it work with Litify?

Agentforce is Salesforce’s agentic AI platform. As a core pillar of Litify AI, it operates inside your legal platform of action to:

• Onboard a client by automatically turning form responses or an email into an intake record
• Route a request for an in-house legal team or answer questions using internal knowledge data 
• Read an intake, summarize the facts, and open a matter with required fields pre-filled
• Draft a first-pass document from your templates and case data
• Check billing entries against client guidelines and flag issues before invoices go out

Because Litify is built on Salesforce, Agentforce can call approved tools (search, draft, classify, compare), write back to records with permissions, and hand off to a person when judgment is needed. 

How does agentic AI differ from traditional legal software?

Traditional legal software tools, such as matter management or enterprise legal management platforms, store information, track performance, and report on key metrics.

Generative AI creates new content, such as text, images, or videos, based on a user’s question or prompt.

Agentic AI does more. When given an action, it plans the steps, leverages the right tools and data, checks results, and loops until it finishes or routes to a human. That makes it adaptable when facts change mid-matter. You still review and approve, but the agent handles the busywork between steps.

Can Agentforce integrate with my existing legal tech tools?

For any tool that integrates with Litify, yes! Litify supports APIs, connectors, and AppExchange apps, so Agentforce can work with data and files you already use, like DMS, email, calendars, eBilling, and more — all subject to your security rules. Any security, access, or visibility guidelines already in use in Litify will carry over to Agentforce.

Is agentic AI secure for sensitive legal data?

Security is foundational. Litify runs on Salesforce with enterprise controls—role-based access, audit trails, and encryption in transit and at rest. Because Litify AI operates within the same context and environment as the rest of the platform, those security measures carry over to protect data, records, and sensitive information while using AI. 

In addition, Litify AI uses a closed model approach with isolated processing and a trusted foundation (Salesforce infrastructure with leading cloud and model partners such as AWS and Anthropic). This ensures client data processing happens in a private, walled-off cloud environment and is not used to train broader models. This provides an additional layer of security and privacy.

Admins decide what data the agent can access, which actions it can take, and when a human must approve.

How can law firms start using Agentforce with Litify?

Start small, prove value, then expand:

• Identify two or three high-impact pain points (e.g., conflicts, intake summaries, invoice review).
• Build a pilot program around one of those pain points
• Iterate and test heavily with a subset of users, capture feedback, and roll out to additional teams.
• Review outcomes and refine guardrails, prompts, templates, and controls.
• Expand to the next highest-impact problem.