About Litify

Litify, built on Salesforce, is a cloud-based practice management solution, which assists small to large legal firms with case screening and client management. Key features include risk and expense tracking, forecasting, referral management, and reporting.

The application comes with an intake feature, which enables users to run campaigns, collect lead details through a set of questionnaires and create profiles based on location, history of interactions, and more. Team members can use the predictive dialer functionality to schedule meetings or phone calls and send updates to attorneys. Litify’s customer relationship management (CRM) module helps employees conduct surveys through various tools and collect customer feedback.

Litify includes a document management module, which lets managers create folders, organize matters automatically, and assign tasks to team members. Lawyers can track the progress status of cases, identify issues in real-time as well as record transactions. The platform helps attorneys plan legal operations, prioritize cases, and manage calendars.

Litify provides personalized dashboards with pre-built and customized reports designed to help firms identify key performance indicators, monitor the client life cycle, and improve overall performance.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Litify

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Litify

Images

Litify Software - Empower your staff to quickly qualify the right cases for your law firm every time. Our customizable questionnaires guide intake agents step-by-step so that they know immediately which cases to turn down and which clients to sign.
Litify Software - Create matter plans specific to every case type and practice area your team practices. Modify processes, sequences, and templates as necessary to support your team as they evolve.
Litify Software - Find the right file every time by filtering by document properties or searching by term. OCR (optical character recognition) allows you to search the text within every file, even PDFs and images, so you can quickly find what you are looking for.
Litify Software - Use our integrated timer or manually enter time. Save time entries to the relevant matter, and manage billing rates and discounts by party.
Litify Software - Thousands of cases are referred every day on the Litify Referral Network. Log in to quickly find trusted lawyers anywhere in the country. The best part? It's free to join.
Litify Software - Monitor the pulse of your business with configurable reports and dashboards. Track the bill realization rates, processing speed and more so you can spot negative trends before they become a problem.
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Litify video Litify Software - Empower your staff to quickly qualify the right cases for your law firm every time. Our customizable questionnaires guide intake agents step-by-step so that they know immediately which cases to turn down and which clients to sign. Litify Software - Create matter plans specific to every case type and practice area your team practices. Modify processes, sequences, and templates as necessary to support your team as they evolve. Litify Software - Find the right file every time by filtering by document properties or searching by term. OCR (optical character recognition) allows you to search the text within every file, even PDFs and images, so you can quickly find what you are looking for. Litify Software - Use our integrated timer or manually enter time. Save time entries to the relevant matter, and manage billing rates and discounts by party. Litify Software - Thousands of cases are referred every day on the Litify Referral Network. Log in to quickly find trusted lawyers anywhere in the country. The best part? It's free to join. Litify Software - Monitor the pulse of your business with configurable reports and dashboards. Track the bill realization rates, processing speed and more so you can spot negative trends before they become a problem.

Features

Total features of Litify: 54

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Archiving & Retention
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Compliance Tracking
  • Conflict Management
  • Contact Management
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Customer Database
  • Customizable Reports
  • Customizable Templates
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • File Management
  • File Sharing
  • Financial Management
  • For Legal Professionals
  • Full Text Search
  • Legal Case Management
  • Multi-Location
  • Optical Character Recognition
  • Records Management
  • Reminders
  • Reporting & Statistics
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Task Management
  • Time Tracking
  • Trust Accounting
  • Version Control
  • Workflow Management

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Reviews

Overall rating

4,6 /5
(36)
Value for Money
4,4/5
Features
4,5/5
Ease of Use
4,4/5
Customer Support
4,6/5

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Showing 5 reviews of 36
Anthony J.
Overall rating
  • Industry: Legal Services
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Consistently exceed all expectations and blow the competitors out of the water.

Reviewed on 2017/10/25

Pros

Salesforce ecosystem lays the foundation and the amazing Litify team builds the structure that, for the first time ever, provides an amazing, industry specific tailored platform that can do anything a law firm can dream to do... and more. This platform has the ability to completely change the industry from a technology and efficiency perspective; and that change, is desperately needed.

Cons

That I had to wait this long to get it. There are constantly improving the product as a young player in the industry. That being said, they communicate with their large and small clients, prioritize needs and have rolled out features faster than I could ever have imagined. I've been following them since before they launched and to have built a platform that already surpasses players that have been in the space for decades is incredible. I can't wait to see the features they continue to improve and build that I haven't even known I needed at this point.

Jon L.
Overall rating
  • Industry: Law Practice
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Excellent choice if you want a cloud based application with unlimited customization options

Reviewed on 2019/11/21

The Litify support team has been quick to respond when needed.
It's an excellent application for...

The Litify support team has been quick to respond when needed.
It's an excellent application for our needs. We have over 200 staff in multiple locations.
Ability to create customized reports on the fly is very helpful
Ideal for Plaintiff firms that work on a contingency fee basis (particularly Personal Injury firms)

Pros

I chose this because it was very important that we had full control to customize features and modify the application to suit our needs. Because it's on Salesforce, it was relatively easy for us to build in new features as needed, without waiting for Litify to make global changes that would affect its entire user base.
We also wanted easy API access with other cloud-based platforms without the need for in house programming resources. The fact that Zapier.com provides a simple drag and drop UI to do this with Salesforce was important and has allowed us to connect to several other applications quickly and effectively.

Cons

I don't love the Salesforce UI. It gets the job done, but it's a bit clunky to navigate compared to some other cloud-based platforms, however, this is not something Litify has control of so I wouldn't count it as a reason not to use this application.
Not the best option for firms with under 20 users unless there was an expectation of growth.
Unless you plan on using it as is, with no customization, it would be advantageous to have in house technical resources.

Keith F.
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

A Nightmare To Work With

Reviewed on 2018/07/11

Pros

I like how the reports can be completely altered to your liking. Even though you need to be trained for an extensive amount of time to code them in yourself.

Cons

The fact that they tied themselves to Salesforce caused many headaches that involved an unacceptable answer of "Sorry we cannot do anything about it, because of Salesforce". Something as simple as adding a new user took almost a week to add and since Salesforce requires upfront cost, that cost was pushed to us with no room to back out of a contract.
The platform had too many bells and whistles that made navigation difficult. Many times, we would have to open tab after tab to get an answer.
There were errors that would consistently (multiple times a week) happen that would DELETE information.
Intake section was also too complicated and slowed our process up making the calls far longer then they needed to be. If you want this platform to work well for you, you will need at least one full-time coder to make changes on a daily basis.
This CRM does not have any unusual features that set it apart. If you are an attorney, I strongly suggest using a different CRM. I have tried many and this is by far my least favorite.

Verified Reviewer
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use, well thought out, accessible and provides valuable analytics with the touch of a...

Reviewed on 2017/10/24

Mobility, accessibility, easy case maanagement and seamless referral of cases between lawyers.

Mobility, accessibility, easy case maanagement and seamless referral of cases between lawyers.

Pros

Litify is an excellent case management platform that catapults the legal profession into the 21st century. I can access the software easily from my phone which adds a level of mobility that I haven't previously experienced. The referral capabilities are extraordinary and allow for seamless referral of cases between lawyers. The information built into the platform for active cases and cases under review is very helpful.

Cons

While Litify is very well optimized for use on a mobile phone (in my case, an iPhone), I would like to see an iPhone app.

Response from Litify

Hi Reviewer thank you for the review!

I wish to let you know that as part of litify you get full access to our iPhone app powered by salesforce. You can use this here free of charge :
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4nxSEAR

If you have problems installing it please just contact [email protected] or me personally [email protected]

Regards,
Ryan

Co-founder

Jake S.
Overall rating
  • Industry: Law Practice
  • Company size: 1 001-5 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Litify has enabled us to revolutionize our practice and ensure every client is accounted for.

Reviewed on 2017/10/25

Litify automates marketing, client management, intake, matters, documents, referrals, reporting,...

Litify automates marketing, client management, intake, matters, documents, referrals, reporting, and finance, all in a single, secure, easy-to-use application. By leveraging the power Litify, our law firm has the tools we need to perform at the highest level.

Pros

Litify gives you the ability to see any case and what is happening with it, regardless of where you are. Their robust reporting features include complex marketing data, which gives us the ability to make informed decisions that better serve clients and our bottom line. And because of Litify's mobile availability via the Litify mobile app, you can manage everything, anytime, anywhere. Litify empowers you with a lot of data and analytics, and with great knowledge comes great responsibility.

Showing 5 reviews of 36 Read all reviews

Litify FAQs

Below are some frequently asked questions for Litify.

Litify offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact vendor for pricing information.

Litify has the following typical customers:

11-50, 51-200, 201-500, 501-1 000, 1 001+

Litify supports the following languages:

English

Litify supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Litify integrates with the following applications:

Quickbooks Online, Revenue Grid, Salesforce Sales Cloud, Xero

Litify offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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