The next evolution of Litify ACE: Workflow automation, anywhere you work

Since we first launched LitifyAI, our mission has been simple: skip the AI hype and build tools for law firms and corporate legal departments that deliver measurable impact where it counts. Our goal is to help you deliver exceptional client experiences, optimize and elevate your workforce, and drive firm growth.

When we introduced Litify ACE, our Agentic Case Expert, it eliminated administrative burden by proactively executing tasks on individual matters. Today, ACE takes its biggest leap yet. It now powers end-to-end workflow automation that drives cases forward across your entire practice, combined with firm-wide insights that help you make better strategic decisions. This is intelligence that turns into immediate action from anywhere you choose to work.

AI is nothing without context (and action)

AI is useless if it's stuck in a silo. Most traditional legal AI tools require you to constantly jump between tabs, manually upload documents, and wait (sometimes up to 30 minutes) just for a document to generate or draft. By the time you get your results, the underlying data is already outdated because it isn't living where your actual work happens.

Legal teams have more data than ever, but critical pieces still live scattered across matters, documents, communications, and third-party systems. The result is a steep "toggle tax" — hours lost switching between disconnected tools and re-entering the same data. Most AI assistants have only reinforced that tax, acting as standalone helpers that demand constant manual action or field-by-field approvals.

‍That's where Litify ACE comes in.

Litify ACE is your proactive, autonomous partner natively embedded into Litify. It doesn't sit there waiting for your team to think of a question or prompt it. It understands the context of your matters, flags strategic risks, and executes complex, multi-step workflows on its own. Instead of stopping at a summary or a single suggestion, ACE delivers true agentic execution, replacing repetitive tasks and tedious approvals with repeatable, defensible processes that move each case toward resolution. It handles administrative busywork, so attorneys and legal ops professionals can stay focused on what only humans can do: high-value case strategy.

Multi-step workflow automation that drives cases forward

The real power of ACE is that it doesn’t just answer questions – it also does the work. ACE strings together the many steps a matter requires and runs them as a single continuous, automated workflow, keeping cases moving even when no one is prompting it.

In a single conversation, you can summarize a case, draft the client update, and complete the related task — and the same engine runs those actions in bulk across many matters at once. ACE creates, assigns, edits, and completes Salesforce records at single-matter or firm-wide scale. Every action is previewed and editable before it commits, so a human stays in the loop on every write, with enterprise permission controls governing who can act.

Because ACE operates natively within Litify's platform of action, that automation compounds. It becomes a building block for automated flows across Salesforce, letting you embed intelligence into any custom firm process so the routine work of pushing a case forward happens on its own.

ACE meets you wherever you work

To eliminate friction, ACE adapts seamlessly to your workflow by offering flexible access options:

• Standalone web application: Access full-screen intelligence, supported by frictionless Salesforce OAuth authentication.
• Chrome extension: Work alongside any email client or web application. The Chrome extension automatically detects the active matter and instantly scopes the context, eliminating manual matter selection.
• Lightning Web Component: Embed the complete ACE experience directly onto matter pages, keeping your work centralized and contextually tied to each record.
• ACE on-the-go: Built specifically for mobile functionality rather than scaled-down desktop layouts. Save ACE as a home screen shortcut on your phone for quick app-like access from the courtroom, depositions, or on the go.

No matter how you connect, ACE greets you with role-driven recommendations rather than an empty prompt box. By continuously identifying and surfacing optimal next steps with each action, ACE ensures your team always maintains operational momentum.

A growing ecosystem of AI agents

If your firm has unique legal processes, Litify ACE has you covered with autonomous agents: specialized, pre-packaged, or custom workflows tailored to your firm or practice area. They work in concert to reclaim manual hours and keep every case advancing across its full lifecycle. 

A few examples:

• For a personal injury firm: ACE Document Assistant automatically ingests and classifies new documents, while the LitifyAI Damages Assistant scans for new medical records and bills to continuously generate an accurate, source-linked medical chronology. If documentation is missing, ACE automatically requests it from the corresponding medical provider alongside a signed HIPAA authorization. From there, the Policy Agent auto-tallies new damages against insurance policies, and once damages reach the threshold, LitifyAI Instant Demands is triggered to draft the complete demand packet.
• For insurance defense practices: ACE reviews the client's history of bill reductions, rejections, and appeals to identify recurring reasons for cuts (narrative phrasing, task codes, timekeeper level, block billing, entries exceeding duration thresholds, and activity types the carrier has previously refused). It compares proposed and existing time entries against those patterns, flags entries at elevated risk of reduction with the specific historical precedent, and recommends a compliant rewrite or makes the adjustment automatically before billing.
• For corporate legal departments: ACE Document Assistant automatically classifies and ingests a new legal complaint, extracts key data to create a new matter record and populate fields directly from the complaint, then intelligently assigns the right team to work on the matter, including outside counsel, if applicable.

No prompt engineering necessary

We've replaced the old prompt library with a centralized Skills Library, a managed, easy-to-use collection of firm skills. Skills are simpler to find and use, organized with favorites and filters, and managed centrally so the whole firm stays consistent. ACE can even suggest the right skill in context, so best practices surface exactly when they're needed. Whether a senior partner or a new associate is using the tool, no one has to stare at an empty box or write prompts from scratch.

What makes Litify ACE different

We've removed the friction that usually slows down high-stakes legal work. While competitors are tethered to page limits and manual source selection, Litify ACE comes with:

• Intelligent retrieval: No more manual document selection. ACE instantly locates insights across both case data and matter documents.
• No page limits: Whether your case has 10 documents or 10,000, ACE searches across the entire firm.
• Composable automation: ACE serves as a building block for automated flows in Salesforce, letting you embed intelligence into any custom firm process.
• Contextual memory: ACE remembers your entire conversation history for continuous, intelligent support.
• Real-time results: We've significantly reduced latency with enhanced streaming, eliminating 30-minute processing screens.
• Visuals and reporting built in: ACE answers with more than text, rendering inline stage charts alongside written blockers, risks, and next-action reports, with one-click export to PDF or Excel.
• Polished drafting by default: Every draft comes out styled to match your firm's colors, fonts, and letterhead, and you can refine the look just by asking, right inside the ACE editor.

The proof is in the outcomes

Firms are already seeing the difference. As Dr. Tracy L. Aguilar, Chief Operating Officer at George Salinas Injury Lawyers, whose team has been leveraging Litify ACE across their personal injury practice, puts it:

‍"Resolutions are trending up, and the team is picking up the phone more, getting back to clients, and staying in touch throughout treatment, the part we care about most. Less time stuck in manual work, more time spent where it actually counts."

That gap is exactly where the industry is stuck. AI adoption in legal has surged from 23% in 2023 to 78% in 2025, yet fewer than 15% of organizations report seeing meaningful business impact. Litify ACE is built to close that gap, unlocking scalable growth and stronger outcomes without expanding headcount or your technology stack.

Ready for the future of legal AI?

The future of legal work isn't just about managing cases; it's about actively driving them forward. And the firms that win won't be the ones with the most tools in their tech stack. They'll be the ones whose AI actually works for them, across their firm from anywhere.

Ready to see it in action? Schedule a demo or reach out to your Customer Success Manager today to see Litify ACE with Global Capabilities.