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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, Salesforce implemented Litify to fulfill their outstanding legal operations needs. We spoke with their SVP and COO of Legal and Corporate Affairs, Léo Murgel, to learn more and understand how they benefit from the combined power of Litify and Salesforce.

Life Before Litify

Before adding Litify to their tech stack, Murgel’s team 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. “We needed to understand our relationship with our firms better, track their progress, determine the total book of business, and evaluate our performance across the broader portfolio,” Murgel said. 

In addition, Murgel wanted his team to become even better partners for the rest of the organization. “More than ever, general counsels are being viewed as business leaders who must run a more efficient team. We needed a solution to help drive the rest of the business forward,” he added.

Evaluating Litify

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

Murgel also highlighted the importance of Litify's ability to make sense of unstructured data, such as emails or notes: “Much of this insight was buried in emails. Litify has transformed our case management into a complete matter management solution. The system offers a structured intake process, improved collaboration, enhanced data insights, and the ability to learn from each engagement.”

Ultimately, Murgel views Litify as a key component of the team’s next phase of transformation, Murgel said. “Legal operations initially focused primarily on efficiency, but as we continue to evolve, the most successful teams will achieve better results through a combination of processes, technology, and innovation.”

Life with Litify

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

Murgel noted, “A baseline measure of efficiency is the total legal budget relative to revenue. We're now twice as efficient as when I started in this role, with better management of outside counsel spend being a key driver.”

He continued, “We’ve created a workflow that makes it easier for attorneys to provide insights during the outside counsel selection process, including setting expectations for the engagement. We combine this with historical data from previous work with a firm to make more informed decisions.”

Because Litify is built on Salesforce, they also have the right foundation to start leveraging 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’re strong partners for the rest of the organization. “Our AI agent provides first-tier legal support to all 70,000 internal users. Then we leverage Litify to manage incoming work, routing it to the appropriate teams while helping each individual manage their workload,” Murgel explains.

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, our AI agents can measure capacity more effectively, which helps us allocate requests to the right person,” Murgel said. “Litify has been invaluable in providing deep financial insights into our relationships with our firms, enabling us to manage costs and understand where our investments are going.”

He added, “Litify allows us to stay engaged with each interaction, whether it involves Sales, Support, Employment, or any team we work with. That’s been transformative for us.”

What’s next?

What does the future hold for Murgel and the rest of Salesforce’s legal department? “It's not just about efficiency anymore, but it's about helping raise the effectiveness of the legal group altogether,” Murgel said.

In particular, Murgel sees more opportunities for his team to leverage unstructured data. “AI is kicking off a second wave for legal operations and legaltech. We have an opportunity to lead this transformation because generative AI is all about making sense of unstructured data, and the legal department has more of that than many other folks in a typical corporation.”

Murgel’s team is also exploring how to provide more opportunities to the firms they work with, such as the idea of competitive bids. “We want to create a more effective market ecosystem that fits the needs of our attorneys, that brings trust in the proposals, and that 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.