Insurance defense firms face rising expectations from carriers for fast updates, accurate billing, and clear performance data. Many firms still struggle with outdated tools, leading to inefficiencies and revenue loss. This article explores how Litify’s cloud-based case management platform helps firms streamline workflows, ensure billing compliance, and strengthen carrier relationships, backed by case studies from firms that improved profitability and client trust using the software.

Insurance defense firms looking to meet carrier expectations and grow valuable panel relationships must be able to provide quick updates about cases, accurate billing information, and superior service.

However, many teams are still working with outdated tools instead of modern law firm workflow software. Reporting takes too long, case information is scattered across systems, and billing errors create unnecessary friction with clients. 

Litify’s insurance defense case management software brings everything into one platform. Attorneys can track time automatically, manage billing rules more easily, and access real-time insights on firm performance. As a leading example of legaltech for defense counsel, Litify helps firms turn day-to-day operations into a strategic advantage.

The challenges facing insurance defense firms

Every carrier has its own rules and expectations, and it’s not always easy to deliver everything they need. Managing cases becomes a balancing act for firms handling dozens of clients with different billing guidelines and reporting needs. 

These challenges tend to surface most in billing compliance, productivity, and maintaining strong client relationships.

Lost revenue and billing guidelines compliance

Firms that focus on compliance with legal billing guidelines from the start of a matter are better positioned to avoid revenue loss and increase billable hours. However, billing guidelines are becoming more complex, and even small mistakes can cost firms real money. 

A missed detail in a time entry or a non-compliant billing narrative often leads to rejected invoices and reduced collections. To make matters worse, manually reviewing and correcting those invoices takes hours that attorneys and billing teams don’t have.

Siloed systems

Insurance defense firms using separate systems for each step in the legal process risk losing valuable information, wasting time on manual updates, and hindering the success of AI and automation. 

With data and processes stored in different systems, such as case files and billing, firms lack a complete view of performance and individual metrics. Since data is the foundation for successful AI use, if matter data is kept in a different system from billing, AI can only use part of the information, resulting in less reliable reports.

The productivity puzzle

For many firms, these siloed systems also mean productivity suffers. Attorneys and staff waste time jumping between multiple systems just to update matters, track time, manage documents, and handle billing. 

These disconnected workflows slow everything down and make it harder to keep cases moving. Over time, those small inefficiencies add up, making it difficult for teams to capture the billable hours they need to be financially successful or to scale their defense strategies.

Securing and growing panel counsel relationships

Carriers need transparency. They want to see performance metrics, billing accuracy, and measurable outcomes from their panel firms. Without accurate data, firms struggle to show their value and may lose opportunities to competitors that can.

Firms relying on disconnected systems may face challenges growing carrier relationships because they are unable to provide the valuable insights needed to improve their ranking. Time is wasted looking for information and compiling updates, leading many carriers to move on to different counsel.

How Litify’s legal software drives success

Litify is a cloud-based platform for insurance defense firms to manage matters, automate tasks, and track firm performance. Built on Salesforce, the platform combines security and automation in one solution. 

With Litify, firms can:

• Increase billable hours through automated time capture
• Have fewer write-downs with built-in billing compliance
• Strengthen carrier relationships with clear, data-driven reporting
• Simplify day-to-day operations by managing cases and documents in one place
• Have better visibility into profitability with robust reporting tools
• Unleash their entire team’s full potential using the power of AI

You’ll notice the impact right away. For example, Staines, Eppling & Kenney increased attorney utilization rates by 30% and reduced invoice rejections after moving to Litify’s insurance litigation software. 

And they’re not the only ones. Other leading firms are seeing similar results.

McFarlane Law: Transforming billing and reporting efficiency

McFarlane Law, a Florida-based insurance litigation firm, used to rely on two separate systems for billing and practice management. The setup slowed the entire process down. Those delays often led to billing errors that frustrated attorneys and carrier clients.

The firm implemented Litify to consolidate its systems and automate time entry and billing. Now, billing happens in one platform with built-in compliance rules that prevent rejected invoices before they’re submitted.

The results:

• Carriers reduced or denied 70–80% fewer hours after the switch to Litify
• Billing cycles are cut from a month to two weeks
• Improved client reporting and stronger carrier relationships

Read the McFarlane case study

Quintairos, Prieto, Wood & Boyer: Standardizing processes to boost profits

With 50 offices nationwide, Quintairos, Prieto, Wood & Boyer faced a different challenge: inconsistent processes across locations and teams. Attorneys tracked time differently, and data was scattered across local servers. These gaps led to frequent write-downs and made it difficult for firm leaders to get a clear view of performance.

Litify gave the firm a single platform to manage its data, timekeeping, and billing. Attorneys now follow the same process for logging hours, and carrier-specific rules are applied instantly as entries are made. Leadership can now see firmwide performance in real time and quickly spot areas of improvement.

The results:

• Less time spent on write-downs and rejected invoices
• More billable time captured across the firm
• A single source of truth for firm and client data

Read the Quintairos case study

Staines, Eppling & Kenney: Gaining a competitive edge with cloud innovation

Staines, Eppling & Kenney (SEK), based in Louisiana, used an on-premise system that limited their ability to scale. When Hurricane Ida forced the team to work remotely, they lost access to critical case files for two weeks because the firm’s servers went down. That moment became a turning point.

The firm adopted Litify’s cloud-based platform to eliminate those limitations and gain more flexibility. Now, attorneys can manage cases, review bills, and access performance data from anywhere. With Litify’s advanced defense litigation management capabilities, the system also applies carrier-specific billing rules automatically to help prevent costly invoice rejections.

The results:

• Real-time analytics on key performance metrics
• Automated bill review to reduce carrier rejections
• A competitive advantage in winning new business with data-backed insights

Read the SEK case study

The future of insurance defense

The future of insurance defense belongs to firms that adapt. As client expectations rise and competition increases, success depends on finding smarter ways to work. From incorporating legal AI throughout the workflow to doubling down on data-driven decisions, insurance defense firms that embrace innovation will stand out amongst their competitors.

Litify’s insurance defense case management software simplifies the entire legal process by centralizing case management, billing, and reporting. It’s the foundation for improving law firm profitability with software designed for your needs.

Request a demo to see how Litify can help your firm lead the way.

FAQs

How can Litify help build stronger carrier-counsel relationships?

Litify gives firms on-demand access to the data carriers care about most: case timelines, cost savings, settlement ranges, and outcomes. 

Firms can turn this data into meaningful insights to show exactly how they deliver value. Over time, that transparency strengthens trust and opens the door to new panel opportunities.

What are the benefits of automating case management for law firms?

Automation helps firms save time and stay organized. Here’s how it supports teams:

• Less admin work for attorneys so they can focus on client matters
• Fewer billing errors with carrier rules applied automatically
• Faster reporting with real-time visibility into performance
• More consistency across teams and offices

How can legal software help insurance defense firms improve efficiency?

Most firms don’t lose time because attorneys are working slowly. They lose it to inefficient systems. Switching between tools, searching for documents, and reconciling data across platforms creates unnecessary friction. Litify eliminates that by connecting timekeeping, case management, billing, and reporting. Attorneys can get the information they need faster, and the firm can manage higher volumes of work.

How does defense litigation management software support billing compliance?

Carrier billing rules are strict, but the real challenge comes from how often they change. Litify lets firms configure client-specific requirements directly into the platform. 

When attorneys log time, the system flags potential issues immediately, before any invoices are sent. That proactive approach shows carriers that your firm takes compliance seriously.

How does insurance litigation software improve efficiency?

Attorneys spend too much time searching for what they need when critical information lives in different systems. For firms managing hundreds or even thousands of active matters, efficiency is about creating better systems that scale.

Litify connects attorneys, staff, and leadership on one platform. Everyone works from the same data, allowing teams to move cases forward faster.