‍Litify is a cloud-based legal management platform built on Salesforce that adapts to any law firm’s workflows, from boutique practices to national organizations. It unifies matter management, billing, document handling, analytics, and AI tools into one secure system that scales as firms grow. With features for every practice area, Litify streamlines operations, improves collaboration, and helps deliver stronger client outcomes.

The legal industry is vast. With more than 40,000 firms across the United States, no two operate the same way. Each has its own practice areas, client relationships, and day-to-day processes. That’s why cookie-cutter systems rarely deliver what modern firms need.

Litify changes that. Our law firm management software is built on Salesforce and is fully configurable. It adapts to the way your firm already works, so that you can make your unique way of working a competitive advantage in the market. 

From matter intakes to billing and analytics, Litify brings every part of your operations into one secure, cloud-based legal software platform that scales as you grow.

What types of law firms can benefit from Litify?

Short answer: all of them.

Litify supports a wide range of practice areas and firm sizes. It works just as well for boutique practices as it does for national organizations. 

Our platform gives every team the tools to manage cases better and deliver stronger results.

Personal Injury

Litify provides plaintiff law firms with software that brings structure to every stage of a case while helping attorneys provide a great client experience. Intakes are standardized so no details are missed, and matter workflows run automatically to keep cases moving forward. Firms also gain visibility into key case metrics, which helps them maximize recoveries and keep overhead manageable.

Immigration

Accurate document handling and strict deadlines are critical for immigration practices. Litify’s immigration law software simplifies case tracking, improves document accuracy with templates, and makes collaboration easier across teams and clients. With Litify, firms can provide better client experiences by delivering real-time insights and a secure client portal for case updates and document sharing.

Defense

Insurance defense firms operate under tight billing guidelines. Litify helps capture more billable hours with built-in legal time tracking software, while analytics provide transparency for carrier reporting and compliance.

Criminal

In criminal defense, quick access to case files and evidence makes all the difference. Litify’s criminal law case management tools keep all documents, communications, and tasks organized, so nothing slips through the cracks.

What features does Litify offer for streamlining law firm operations?

Litify brings every part of your practice into a single platform. Here are the features firms rely on most to improve workflows and client outcomes:

Matter management to streamline case workflows

With Litify’s matter management software, you can standardize processes across practice areas. Create matter plans tailored to each case type, set task sequences for every stage of litigation, and assign responsibilities with clear priorities.

Each matter record serves as a central hub, bringing together events, documents, call logs, emails, time entries, and more. This connected view ensures you always know the next step in moving a case forward.

Email and calendar integration for seamless work

Litify integrates with Outlook so your team can work without switching between systems. 

You can save emails, tasks, calendar events, and time entries directly to a matter and keep everything tied to the right case file. This keeps communication and records in sync across the platform. 

Because Litify is cloud-based legal software, your team always has secure access to the most up-to-date information, no matter where they’re working.

Advanced document management to organize and access documents 

Attorneys manage a constant flow of agreements, motions, records requests, and evidence. Litify’s legal document management system keeps everything tied to the right matter.

You can build custom templates for commonly used documents to streamline document creation and collaborate on live edits without leaving the platform. 

Seamless collaboration to enhance team communication

As a cloud-based legal software, Litify lets everyone on your team view and edit the same record at the same time. There’s no need to worry about duplicate work or missed updates. You can see exactly what colleagues are working on and get the most accurate status for each matter.

Plus, the conversations that usually live in email or chat apps happen right inside Litify. Team members can comment on a matter, tag colleagues, share files, or even “like” updates directly in the platform. 

Integrated time tracking for simplifying billing processes

Accurate billing is a must for profitability. Litify’s built-in legal time tracking software makes it easy to capture every billable hour, whether by using a stopwatch feature or quickly logging time in bulk when working on a single matter.

With transparent time tracking, Litify supports stronger client relationships while making sure firms are paid fairly for the work they deliver.

Real-time legal analytics for data-driven decision making

Litify’s reporting engine gives firms the ability to measure performance at every level, from case progress to team workload. 

Personalized dashboards let you track matters by case type, litigation stage, or assigned attorney. You can also monitor open tasks by user and priority level. Each team member can tailor their dashboard to focus on the metrics that matter most to their role. 

These real-time analytics for law firms make it possible to spot trends early, forecast revenue with greater accuracy, and measure productivity over time.

Security and compliance to protect your firm’s data

Litify is a secure legal software platform that keeps sensitive client information safe. Built on the cloud, it offers redundancy across multiple off-site servers, two-factor authentication, and data encryption in transit and at rest. 

Even in the event of an outage or attempted breach, your data remains protected and accessible.

A comprehensive suite of AI legal tools

Litify AI brings a full suite of AI legal tools into the workflows firms already use on Litify. 

Teams can generate medical record summaries, draft demand letters, check billing for errors, recover missing time, and even condense transcripts into usable briefs, all inside their system of record.

Along with Salesforce's Agentforce, firms will additionally move beyond a system of record into a platform of action by leveraging leading agentic AI and autonomous automation capabilities built directly into the Litify platform.

How does Litify integrate with Salesforce to improve law firm management?

One of Litify’s biggest advantages is that it’s built on Salesforce. This Litify Salesforce integration means firms get the reliability and security of the world’s leading CRM paired with legal-specific tools for matters, billing, and analytics. 

It’s a single platform that adapts to your firm, whether your workflows are simple or more complex.

Why choose Litify over other legal software?

Many platforms promise to improve firm operations but fall short because they lock teams into rigid systems or limit features. 

Litify is different. Our legal practice management software is configurable and scales with your business. You’re never stuck adjusting your work to fit the tool. With the power of Litify and Salesforce, your firm benefits from a unique combination of legal-specific tools and trusted business technology.

Whether you’re expanding into new practice areas, opening additional offices, or adding more attorneys, Litify evolves alongside you. We’re here to serve as a long-term partner.

Get your all-in-one law firm management software with Litify

Running a firm is easier when your tools work together. Litify delivers cloud-based legal software that unifies matter management, documents, billing, reporting, and AI tools in one platform.

With your data and processes in sync, you’ll gain a clearer view of performance and have more time to focus on clients.

Schedule a free demo today and see how Litify’s platform can modernize how your firm operates.

FAQs

Is Litify secure for sensitive legal data?

Yes. Litify is a secure legal software solution built on Salesforce, which meets some of the highest global standards for data protection. 

The platform includes enterprise-grade safeguards such as encryption in transit and at rest, two-factor authentication, and detailed audit trails to monitor access. 

Data is stored redundantly across multiple off-site servers, so it remains safe even in the event of an outage. 

Can I migrate my existing data and systems to Litify?

Yes. The Litify team provides structured onboarding, migration, and implementation services to move your firm’s existing case data, documents, and workflows into the platform. This process includes careful mapping of your information to ensure data integrity and minimal disruption to your operations.

Because Litify is configurable, your new system can mirror and improve upon your previous processes. Our team also provides training so attorneys and staff can get up to speed quickly.