Today’s most successful law firms and legal departments know that delivering the best outcomes requires the right technology to serve as the foundation of their business. However, not all legaltech solutions are equal, and generic platforms that aren’t specifically designed for the complexities of the legal industry can slow your team down. 

That’s why Litify, built on Salesforce, is transforming how legal teams manage the entire legal process, from intake to billing. The powerful combination of Litify and Salesforce brings clarity, structure, and security even in the most intricate legal environments.

We’re breaking down what it means to be built on the Salesforce platform, what benefits Litify customers can expect, and how Litify and Salesforce can help legal teams improve efficiency and transparency.

Why Salesforce for legal teams? Three core advantages

Many legal teams still work across disconnected systems: spreadsheets for intake, email for approvals, and legacy tools for matter tracking. Each solution handles a separate task, but none of them work together. That fragmentation slows response times and makes it harder to deliver measurable value. 

Salesforce offers a more connected approach. When paired with Litify, it becomes a legal-specific platform that supports the full scope of work for modern legal departments.

1. Scalability and security

Salesforce is the world's most trusted and used cloud-based software platform, and for good reason. As a cloud solution, they provide stronger security protections than traditional on-premise setups, which can rely on outdated infrastructure. Salesforce also ensures 99.99% uptime reliability, essential for teams handling urgent matters or client requests. 

Since Litify is built on Salesforce, your legal data is protected by encrypted storage, regional data centers, and multi-tenant architecture, which ensures your organization's data is isolated and secure from other businesses using Salesforce. The platform also grows with your team, so you can easily scale without sacrificing speed or security.

2. Agentic AI and automation

Agentforce, Salesforce’s AI-powered platform, brings agentic AI and autonomous automation into the legal workspace. Agentforce enables users to build and deploy AI agents that can make decisions or execute tasks without human oversight. By leveraging these agentic AI capabilities in combination with Litify’s legal platform, legal teams can move from reactive to proactive as agentic AI surfaces potential case conflicts, forecasts high-value cases, or highlights inconsistencies between billing rules, budgets, and billing line items.

Small automations like these can help legal teams save time for higher-value legal work. And because firms have the option to build their own AI agents, teams will spend even less time configuring the system and more time benefiting from AI-powered actions, like routing a service request to the right team or department or alerting a matter owner when timelines slip.

3. Designed for configuration

Litify takes the flexibility of Salesforce and applies it directly to legal operations. You can configure the platform based on your unique business needs, ensuring processes are handled exactly the way you need. And you can customize the platform through clicks, not code, instead of having to rely on a vendor to make updates for you. 

You can also configure objects, layouts, and dashboards to match different legal service types, business units, or matter categories. Because it’s all on Salesforce, you can make these changes quickly as your priorities evolve.

Five key features of Litify on Salesforce

Litify is the only legal operating platform built natively on Salesforce and designed specifically for today's forward-thinking legal departments and law firms. While Salesforce is a powerful platform, it’s not built for legal out of the box. Litify adds the legal-specific functionalities that transform it into a complete solution for law firms and legal teams.

1. An intuitive experience

Litify delivers a clean, intuitive interface that can be customized at the user level so the platform works for your team, not against it. This also includes mobile access, which is vital so General Counsels, attorneys, or their teams can review documents or update a matter on the go. 

Managing legal requests requires clarity and speed. With Litify, you can streamline and simplify the intake process by providing a single point of entry for all requests, rather than having these land in email inboxes or separate platforms.

Everything is consolidated — your team will no longer need to bounce between email, SharePoint, and spreadsheets as matters progress. Information seamlessly flows from one stage in the process to the next, creating a truly interconnected experience.

2. Built-in flexibility

Each legal department functions differently. With Litify, you can tailor your workflows, like setting up unique approval processes to accommodate internal staff or outside counsel, or triggering automated reminders when legal requests approach their deadlines. 

You can also build dashboards that report on the exact metrics your leadership team cares about while cutting out what you don’t need. Litify adapts to the way your team works, not the other way around.

3. Two platforms working as one

Salesforce’s engineering teams constantly push updates that improve automation, reporting, and security. At the same time, Litify’s product team continuously adds new features made specifically for legal users. That means your team benefits from regular enhancements with minimal resources required on your end.

The network of Salesforce developers and administrators is vast, ensuring you will always have access to resources to help you develop and configure the system, whether that’s by hiring a Salesforce Admin already familiar with the platform or accessing learning courses through Salesforce or Litify.

With both teams working to bring you the best in legaltech, you can spend more time utilizing the system and less time troubleshooting.

4. System integration

Are there systems your team loves using? With Salesforce and Litify’s open platform, comprehensive API toolkit, and extensive partner network, you can still keep the systems you need most while centralizing all your data and processes into one place.

5. Data protection comes standard

Litify is grounded in security, with Salesforce providing the core infrastructure. Together, they deliver enterprise-grade protections like encryption, multi-factor authentication, and granular access controls.

To reinforce that foundation, Litify also undergoes independent SOC 2 Type I and II audits to validate that its internal processes meet the highest standards for data protection. Your sensitive information stays protected end-to-end.

Advantages of Litify over other legal tools

Most basic tracking tools and internal systems can’t handle the complexity of today’s legal work. Litify offers a more robust platform that adapts to your team’s needs and grows with you.

Native Salesforce integration

Litify is built on Salesforce, and your team gets full access to a platform that’s already trusted across many organizations, including Salesforce’s own legal team. 

Litify’s native Salesforce integration is valuable in helping law firms or legal teams bring all their processes into one platform, from intake to reporting. Instead of specific processes happening in their own tools, everything works together to help you oversee every part of your legal processes.

If Salesforce is already trusted by other teams within an organization, Litify can help in-house legal teams collaborate more efficiently with those teams, such as assisting with contract negotiations. And IT teams can rest easy knowing that the software has already been vetted and approved for use.

Custom reporting for legal KPIs

Legal departments are under growing pressure to demonstrate impact.

With Litify’s built-in reporting, you can track key performance indicators like time-to-close for matters, outside counsel spend against budget, legal request volume by department, and internal SLA compliance. 

Each KPI is tracked through dashboards tailored to your team. With real data, you can monitor trends, answer leadership’s questions, and future-proof your firm.

Mobile access for attorneys

Legal professionals aren’t always going to be at their desks, especially in-house counsel who are pulled into meetings across departments or need to triage urgent requests on the go. 

Litify’s mobile app gives your team full access to everything they need from wherever they are. Your work moves with you, whether you’re reviewing a contract in the hallway or logging notes after a strategy session.

Implementation and adoption made simple

Every Litify rollout begins with a discovery phase to learn how your legal department operates. The implementation team meets with stakeholders across your departments to map out workflows and identify pain points. 

From there, we configure Litify to support your specific goals. Your legacy data is carefully migrated into the platform, and we train your users on how to work within Litify day to day. 

Throughout implementation and beyond, your dedicated Customer Success Manager stays closely involved to help your team adopt the new system and keep everything properly optimized.

A better alternative to traditional legal case management tools

Other solutions like Clio and PracticePanther offer basic case management for smaller firms, but they weren’t designed to support the scale of legal departments. These tools often lack the breadth and depth of capabilities that law firms or in-house teams need to operate as a strategic unit.

One core advantage of Litify is its Salesforce foundation, which provides enterprise-grade security and reliability backed by a world-class engineering team. This allows Litify to focus on legal-specific innovations because the underlying platform is powerful, secure, and built to enable a wide array of integrations and reporting capabilities.

Competitors, on the other hand, must divide their resources between two large tasks: maintaining their own infrastructure and building legal features. Litify with Salesforce gives you the best of both worlds: a cloud foundation maintained by thousands of engineers and a legal layer that has the functions your team requires.

With Litify and Salesforce, you get:

• A single system of record that connects with the rest of your organization
• Configurable workflows to standardize and simplify everything from legal intake to matter resolution
• Enterprise-grade security, performance, and compliance infrastructure

The fact that Salesforce’s legal department runs on Litify is a strong endorsement. It reflects a broader shift away from legacy systems toward enterprise-grade platforms.

The future of legaltech with AI

AI is changing where legal work gets done, who does it, and how fast. Legal departments are starting to shift more responsibilities in-house thanks to innovative tools that can triage requests and support faster decision-making.

Litify and Salesforce give legal teams access to the AI capabilities needed to make that shift with tools like Agentforce. You can automate internal approvals or prompt follow-ups before deadlines slip. You also get better visibility and control at every stage of the legal lifecycle.

Tasks that once took hours, like compiling updates for leadership or chasing down the status of a request, now take seconds. And as AI advances, legal departments will see even more opportunities to focus on strategic initiatives.

Because Litify is continuously updated alongside Salesforce, your AI capabilities evolve without requiring new tools. This will make it easier than ever to stay ahead of what’s next.

Unlock the full potential of Salesforce for legal teams

Salesforce has the infrastructure, and Litify adds the legal intelligence.

From increasing case volume at plaintiff firms to improving billing accuracy for insurance defense teams, Litify adapts to the unique priorities of each legal team. In-house departments benefit from clearer oversight and fewer manual processes, while nonprofits and agencies can manage complex workflows and track impact without stretching their resources.

No matter your team’s structure or mission, Litify helps you accomplish more.

Explore Litify’s solutions or contact our team to learn more about how we support Salesforce for law firms and in-house legal teams.

FAQs

What is Salesforce for legal?

Salesforce for legal means using the world’s most trusted business solution to power legal operations. Litify takes Salesforce and configures it specifically for the legal industry.

From intake to resolution, the entire case lifecycle lives on a scalable foundation. You get the benefits of Salesforce, which is designed for the way legal teams actually work.

How does Litify enhance Salesforce legal case management?

Litify comes with everything legal teams need: matter tracking, document generation, billing, timekeeping, and real-time reporting. 

But more importantly, it integrates those tools in one solution, eliminating silos and helping your team stay aligned.

Is Salesforce secure enough for legal data?

Yes, and that’s one of its biggest advantages. Salesforce is known for its enterprise-grade security, and those protections extend to Litify users. That includes data encryption, two-factor authentication, permission-based access, and multiple global data centers. 

It’s the kind of infrastructure trusted by industries like healthcare, government, and finance, and it more than meets the bar for legal requirements.

Can Litify integrate with tools I already use?

It can, and it does every day. Litify connects to thousands of business apps, from Outlook and DocuSign to Workday, SAP,  and QuickBooks. You don’t need to overhaul your existing tech stack. Litify fits into it and makes everything work better together.

How much does Litify for Salesforce cost?

Pricing depends on your team’s size, structure, and the features you need, including document management, eBilling, timekeeping, and more. The Litify team will work with you to configure a setup that fits your goals and scales with your growth.

Is Litify right for my legal team?

Litify supports a wide range of legal teams, from plaintiff firms and insurance defense practices to in-house legal departments. 

Each team has its own structure and challenges, and Litify is flexible enough to meet them all. We’ll help configure Litify to match your workflows, so you can start seeing results without overhauling your operations.

Contact our team to learn more.