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.
Empower your insurance defense firm to operate like a sophisticated business
Streamline high-volume casework by automating non-billable tasks and centralizing data into one platform.
Streamline administrative tasks, such as calendaring or saving documents. A deep Outlook integration allows your team to focus on case strategy and billable time from anywhere.
Tasks are auto-assigned to the right roles
Clarity on who’s working each case, and what needs to be done
Automated time capture and invoice reviews reduce leakage and errors, while reviewing pre-bills directly from the matter ensures faster payments.
Prompt staff to enter time when completing billable work
Client guidelines are automatically applied to each case
Enable attorneys to review pre-bills directly from the matter
Improve your position on the panel with real-time insights to justify rates based on performance, not price.
Leverage historical case data to make more accurate projections
Create a 360° view of every relationship to tailor your strategies
Every piece of data is captured and organized for real-time, no-code reporting
Move from reactive work to proactive strategy by using AI to surface insights, accelerate workflows, and enhance decision-making.
Intelligent matter summaries, document drafts, and performance insights
Suggest missed time entries and automatically enter time entries based on the latest actions
Process, summarize, and analyze transcripts from court proceedings and depositions.
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 Management
Standardize and automate your unique best practices across all the matters your team handles, including patents, IP, real estate, litigation, and more.
LitifyAI Ask & Draft
Ask anything of your documents and data, from a single file to your entire firm history, to draft, edit, and automate work using centralized, firm-wide AI prompts.
Automated Time Capture
Provide timekeepers with multiple ways to track and capture time, including traditional timers, batch time entries, calendar view, and AI-suggested time entries.
Email & Calendar Sync
Integrate your workspaces into one. Easily save and update emails, events, deadlines, and sensitive documents between Litify and Outlook.
LitifyAI Summarize
Process, summarize, and analyze transcripts from court proceedings and depositions.
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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A: 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.
A: Yes. Litify includes automated billing rules, invoice review workflows, and error-detection tools that flag issues before bills reach the client. This ensures compliance with strict guidelines and increases collection rates.
A: 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.
A: Yes. Most platforms integrate with accounting systems, timekeeping tools, and email services to streamline billing and data entry.
A: Absolutely. Automated workflows, centralized documents, integrated communication logs, and mobile access reduce manual work so attorneys can focus on strategy and billable tasks.
A: It applies automated billing rules, tracks required documentation, enforces task consistency, and prevents non-compliant entries before invoices reach clients.
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