Litify

Practice management solution for legal firms

4,6 /5 (35 reviews) Write a Review!

Litify Overview

What is 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.

Litify Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact vendor for pricing information


Litify Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Litify case workflow
Litify intake questionnaire
Litify personalized dashboard
Litify case qualification screenshot
Litify video Litify video Litify video Litify video Litify screenshot: Litify case workflow Litify screenshot: Litify intake questionnaire Litify screenshot: Litify personalized dashboard Litify screenshot: Litify case qualification screenshot

Litify Reviews

Litify Reviews

Overall rating
4,6
/
5
Excellent
27

Very good
6

Average
0

Poor
1

Terrible
1

Value for Money
4,4
Features
4,5
Ease of Use
4,4
Customer Support
4,7
94% recommended this app
Anthony J.

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


Jon L.

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

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)


Keith F.

A Nightmare To Work With


Verified Reviewer

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

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


Jake S.

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

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.


Anthony J.
Industry: Legal Services

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

Used Daily for 6-12 months
Reviewed on 2017/10/25
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jon L.
Industry: Law Practice
Company size: 201-500 Employees

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

Used Daily for 1+ year
Reviewed on 2019/11/21
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Keith F.

A Nightmare To Work With

Used Daily for 6-12 months
Reviewed on 2018/07/11
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Verified Reviewer

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

Used Daily for 1+ year
Reviewed on 2017/10/24
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jake S.
Industry: Law Practice
Company size: 1 001-5 000 Employees

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

Used Daily for 1+ year
Reviewed on 2017/10/25
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,9/10
Based on 35 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Litify Pricing

Litify Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact vendor for pricing information

Contact vendor for pricing information

Value for Money
4,4/5
Based on 35 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Litify Features

Litify Features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management
Features
4,5/5
Based on 35 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for Litify

Additional information for Litify

Key features of Litify

  • Archiving & Retention
  • Billing & Invoicing
  • Calendar Management
  • Client Management
  • Client Portal
  • Completion Tracking
  • Contact Management
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Management
  • Document Tagging
  • Financial Management
  • Full Text Search
  • HR Management
  • Records Management
  • Task Management
  • Version Control

Litify FAQs

Litify FAQs

Below are some frequently asked questions for Litify.

Q. What type of pricing plans does Litify offer?

Litify offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact vendor for pricing information

Q. What are the main features of Litify?

Litify offers the following features:

  • Archiving & Retention
  • Billing & Invoicing
  • Calendar Management
  • Client Management
  • Client Portal
  • Completion Tracking
  • Contact Management
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Management
  • Document Tagging
  • Financial Management
  • Full Text Search
  • HR Management
  • Records Management
  • Task Management
  • Version Control

Q. Who are the typical users of Litify?

Litify has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Litify support?

Litify supports the following languages:

English

Q. What type of pricing plans does Litify offer?

Litify has the following pricing plans:

Subscription

Q. Does Litify support mobile devices?

We do not have any information about what devices Litify supports

Q. What other apps does Litify integrate with?

Litify integrates with the following applications:

QuickBooks Online, Salesforce Sales Cloud, SmartCloud Connect, Xero

Q. What level of support does Litify offer?

Litify offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials, FAQs