Even Salesforce Benefits From the Power of Litify

Salesforce is the leading cloud-based CRM provider designed to help businesses find more prospects, close more deals, and wow customers with amazing service. Over 150,000 companies, including 90% of the Fortune 500, are growing their business with Salesforce.

As a highly configurable platform, the legal team already used Salesforce to run parts of the department, especially from a matter management perspective. They had visibility into intakes and their internal business, but the platform stopped short of extending that visibility into the team’s relationships with their law firms.

Rather than continuing to configure the platform themselves, the team implemented Litify to fulfill their outstanding legal operations needs.

Limited insight into collaboration, spend, and firm performance

Before adding Litify to their tech stack, the legal department could see basic details via the Salesforce platform, including matters and invoices. However, they lacked a comprehensive view of their relationships with the firms they worked with, which hindered collaboration.

The team was also looking for a better way to understand and manage outside counsel spend, a key component of the department’s budget. This included tracking progress, determining the total book of business, and evaluating performance across the broader portfolio. More than ever, general counsels are being viewed as business leaders who must run a more efficient, so the department needed a solution to help drive the business forward and become even better partners to the organization.

Evolving legal operations from matter tracking to strategic partnership

There were two factors that stood out to the Salesforce team when selecting Litify. One was extending their matter management to understand the workflows with their law firms and drive better collaboration. The second was giving the team a full 360-degree view into those relationships, beyond a transactional one. The department wanted to better understand each relationship holistically to build a deeper understanding of those engagements.

Litify's ability to make sense of unstructured data across emails or notes also stood out. Much of the needed insight into their law firm relationships was buried in troves of unstructured data. Litify offered a structured intake process, improved collaboration, enhanced insights, and the ability to learn from each engagement.

Driving efficiency through deeper insight into spend and performance

Since incorporating Litify, the legal team has gained better insight into outside counsel spend, firm relationships, and internal productivity, resulting in increased overall efficiency.

According to the Salesforce legal team, "we're now twice as efficient as before, with better management of outside counsel spend being a key driver."

The department created a workflow that makes it easier for attorneys to provide insights during the outside counsel selection process, including setting expectations for the engagement. They combine this with historical data from previous work with a firm to make more informed decisions.

Because Litify is built on Salesforce, the department is also able to take advantage of Agentforce, the company’s next-generation agentic AI and autonomous automation platform. This enables the team to focus on more complex projects while ensuring they remain strong partners for the rest of the organization. Using Agentforce, they've built an AI agent that provides first-tier legal support to all 70,000 internal users. Then the department leverages Litify to manage incoming work, routing it to the appropriate teams while helping each individual manage their workload.

Where else has the team seen the most significant changes? Increased visibility into matter status, resource allocation, and financial data has empowered the team to better manage requests from start to finish. With a foundation of trusted data across the entire workflow, AI agents can now measure capacity more effectively, which helps to allocate requests to the right person.

What’s next?

It's not just about efficiency anymore; it's about helping raise the effectiveness of the legal group altogether.

Legal AI is kicking off a second wave for legal operations. There's now an opportunity to lead this transformation because AI is all about making sense of unstructured data, and the legal department has more of that than many other folks in the typical corporation.

The team at Salesforce is also exploring how to provide more opportunities to the firms they work with, such as the idea of competitive bids. They want to create a more effective market ecosystem that fits the needs of their attorneys, brings trust in the proposals, and creates opportunities for firms that may feel siloed from other groups and need a vessel to showcase their talent.

‍Ready to dive into the data and leverage the latest in legaltech? Schedule a free demo with our team to see how Litify can help. And find out how Litify AI can help your team optimize outside counsel spend and drive better business outcomes.