Send and receive referrals
Referrals + Insights
The enhanced version of the Litify free referral system that provides additional functionality to help grow your firm.
Reports and Dashboards to track all referrals
Automated outbound referrals
Access to Litify Customer Success and Support teams
Includes Salesforce basic CRM functionality (collaboration, contact management)
Access to 3rd party apps via the AppExchange
Referrals Pro + Matters
Matter/Case Management platform that will organize your case data from inception to trial or settlement.
Collaborate with team members and co-counsel
Manage all notes and documents
Track your stages, next steps and tasks
Log time and expenses
Reports and Dashboards to understand overall health of the firm
Reminders, triggers and workflows to maximize efficiencies
Provide portal access to clients as necessary for updates
Complete Suite + Intakes
Optimize all inbound lead sources. Enable any employee to quickly qualify cases with an easy interface and smart workflows.
Unique Case Qualification Criteria (CQC) package that guides users to Accept, Decline, or Refer leads efficiently and accurately
Use questionnaire templates out of the box or customized for your firm
Send retainers/form letters from within the same system
Easy Integration to/from: E-Signature packages, CTI, Lead Sources, other Case Management systems
Real time Dashboards to track campaign ROI and employee productivity
Make your firm
a better business.
Take your first step
and schedule a demo today.