The leading case management software for insurance defense firms
Automate your matters, documents, time entries, and billing on a single, AI-powered cloud platform so your firm can reduce leakage and write-downs and maximize profitability.
The next-generation of Litify ACE is here!
In our biggest AI evolution to date, we’ve expanded Litify ACE’s intelligence with firm-wide reasoning and cross-system access to take your team from case-level efficiencies to operational impact.
Empower your insurance defense firm to operate like a sophisticated business
Streamline high-volume casework by automating non-billable tasks and centralizing data onto one platform.
Streamline administrative tasks with a deep Outlook integration — save and send emails with auto-threading, sync calendar events, and share documents.
Automated matter plans ensure work is auto-assigned to the right roles, standardizing how you operate and ensuring timekeeper compliance.
Fully-native agentic AI handles the back-office like scheduling and reporting, and reaches content stored in external systems like iManage.
Intelligent time capture and automated invoice reviews reduce errors, while direct pre-bill reviews ensure faster payments.
Capture billable activity in real time with AI that drafts time entries as you work.
Automatically enforce client billing guidelines, prompting staff to correct their entries right away.
Enable attorneys to review AI-suggested time entries and pre-bills directly from the matter.
Use real-time insights to justify rates based on performance and improve your panel position.
Every piece of data is captured and organized for real-time, no-code reporting, so you can stand out in a competitive environment.
Track key metrics like average case time, cost per file, and average savings at the firm, client, and matter level to highlight value rather than relying on relationships.
You can also scorecard the carriers you work with on metrics like average write-downs to prioritize the most profitable clients.
Flow from insight to action by using AI agents to surface data, accelerate workflows, and enhance decision-making.
Case Setup Agent: Streamline the intake of new matter assignments by extracting key details from uploaded carrier documents.
Carrier Status Report Agent: Pre-draft quarterly status reports by synthesizing recent matter activity and reviewing the prior report for tone and context.
Deposition Prep Agent: Scan case files and related records to identify the most relevant facts and prepare a strategic preparation document.
Integrated with your favorite tools
“We’ve definitely seen write-downs come down over the last year, and we’ve also seen an increase in our time capture because of the automation and tools we’ve implemented that constantly remind our staff to bill their time.”
Scalable Software To Support Firm Growth And Profitability
Key features built for
insurance defense firms
Conflict Check Agent
Don’t waste time on impossible cases. Automatically check for conflicts against your full database of clients before accepting a case.
Matter Plans
Standardize and automate the way you work from the moment a matter is opened. Stages and tasks are automatically created and assigned to the correct roles, so you can close files quickly while focusing on outcomes and billing for time.
Case Activity Timeline
Instantly get up to speed on a case with a comprehensive, chronological view of the intake and matter history, filterable by emails, events, and documents.
Email & Calendar Sync
Integrate your workspaces into one. Easily save and update emails, events, deadlines, and sensitive documents between Litify and Outlook.
Document Assistant
Automatically retrieve new documents from email, classify file types, match to the correct matter, and surface them in a single queue for review.
LitifyAI Time Capture
Autonomously identify billable activity in real time and generate compliant, review-ready time entries to improve realization and free timekeepers to focus on substantive legal work.
LitifyAI Medical Chronology
Generate accurate, source‑linked medical chronologies and organize medical encounters and bills into a reconciled ledger.
Robust Billing
Allow timekeepers and billing staff to collaborate on pre-bills and invoices in one platform. Automated billing rules spot violations before they are sent to the client.
Mass Bill Generation
Run multiple billing jobs simultaneously or schedule them for off-hours to handle heavy workloads without slowing down your daily operations.
Payment Applications
Gain precise control over payment allocation toward your invoices, including partial payments and allocating funds across multiple invoices to write off entire invoices or specific line items.
Refunds
Create, track, and manage refunds for payments while ensuring refunds don’t exceed the original payment amount or available unapplied balance to maintain accurate financial records.
Reports & Dashboards
Visualize case progress, time on desk, billing realization, and other key performance indicators with personalized reports and dashboards in a user-friendly interface.
Frequently Asked Questions
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Litify automates time capture across tasks, emails, and case activity based on client billing guidelines. Timekeepers receive prompts to record entries, reducing missed time and write-downs while improving overall billing accuracy.
Yes. Litify includes AI-powered time capture, automated billing rules, and invoice review workflows that flag issues before bills reach the client. This ensures compliance with strict guidelines and increases collection rates.
It automates time capture, applies billing rules, and identifies pre-bill errors before invoices are sent. This reduces write-downs, improves collections, and ensures compliance with client guidelines.
Yes. Most platforms integrate with accounting systems, timekeeping tools, and email services to streamline billing and data entry.
Absolutely. Automated workflows, centralized documents, integrated communication logs, AI agents, and mobile access reduce manual work so attorneys can focus on strategy and billable tasks.
It applies automated billing rules, tracks required documentation, enforces task consistency, and prevents non-compliant entries before invoices reach clients.
Want more insights into managing high-volume insurance defense cases?
Here are some popular resources designed to help your firm streamline timekeeping, maximize performance, and operate with AI.
