Litify

End-to-end practice management & legal operating platform

About Litify

Litify was selected as the 2023 Practice Management Solution Provider of the Year.
Learn more: https://www.litify.com/blog/litify-selected-2022-practice-management-solution-of-year/

Litify is the end-to-end legal operating platform designed to create better business outcomes for your legal team and better legal outcomes for your clients. Our industry-leading platform is fully configurable to meet your business’s unique requirements and is built on Salesforce, one of the most secure platforms in the world.

Matters & Intakes
Our Matters & Intakes product lets you standardize processes across your legal team and make sure best practices are applied to every case. Configure matter plans based on your specific workflows and then automatically generate them when a matter is opened in Litify, with tasks automatically assigned to the relevant team members. Bring the same level of standardization to your intakes processes with configurable intakes questionnaires.

Document Management
Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Documents are easily accessible from within a matter plan and you can even save files directly from Outlook to the matter plan with our Docrio Email feature. Docrio also lets you automatically generate documents by populating pre-built templates with information pulled directly from the matter plan.

Time & Billing
Increase both time capture and bill realization with our suite of timekeeping and billing features. Automated billing rules automatically enforce your clients’ billing guidelines, so there’s less for bill reviewers to write down. Matter budgets are displayed within the matter plan to help your team allocate resources appropriately. Finally, Litify helps make sure small billable tasks don’t fall through the cracks by prompting users to make a time entry when they generate standard documents in Docrio or save documents to a matter from Outlook.

Reporting & Dashboards
Litify makes it easy to understand what’s happening inside your business with user-friendly, highly configurable dashboards that are fully built into the product. Gain valuable insight into topics like which team members are over- or under-performing, where matters are getting held up, and which marketing channels are yielding the best return on investment.


Key benefits of Litify

Matters & Intakes
Our Matters & Intakes product lets you standardize processes across your legal team and make sure best practices are applied to every case. Configure matter plans based on your specific workflows and then automatically generate them when a matter is opened in Litify, with tasks automatically assigned to the relevant team members. Bring the same level of standardization to your intakes processes with configurable intakes questionnaires.

Document Management
Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Documents are easily accessible from within a matter plan and you can even save files directly from Outlook to the matter plan with our Docrio Email feature. Docrio also lets you automatically generate documents by populating pre-built templates with information pulled directly from the matter plan.

Time & Billing
Increase both time capture and bill realization with our suite of timekeeping and billing features. Automated billing rules automatically enforce your clients’ billing guidelines, so there’s less for bill reviewers to write down. Matter budgets are displayed within the matter plan to help your team allocate resources appropriately. Finally, Litify helps make sure small billable tasks don’t fall through the cracks by prompting users to make a time entry when they generate standard documents in Docrio or save documents to a matter from Outlook.

Reporting & Dashboards
Litify makes it easy to understand what’s happening inside your business with user-friendly, highly configurable dashboards that are fully built into the product. Gain valuable insight into topics like which team members are over- or under-performing, where matters are getting held up, and which marketing channels are yielding the best return on investment.

Plus extensive integrations and professional services, support & training!


Images

Litify Software - Performance Dashboard: Litify makes it easy to understand what’s happening inside your business with user-friendly, highly configurable dashboards that are fully built into the product.
Litify Software - Matter Plans: Streamline and standardize your matter plans to ensure every matter is run like your best matter.
Litify Software - Document Management: Documents are easily accessible from within a matter plan and Litify lets you automatically generate documents by populating pre-built templates with information pulled directly from the matter plan.
Litify Software - Contact Record with Duplicate Warning: Litify automatically searches and notifies you of any duplicate records to keep data accurate and helpful.
Litify Software - Manage Documents via Email: Save files directly from Outlook to the matter plan with our Docrio Email feature.
Litify Software - Time Entry with Automated Billing Rules: Automated billing rules automatically enforce your clients’ billing guidelines, so there’s less for bill reviewers to write down.
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Litify video
Litify video
Litify video
Litify Software - Performance Dashboard: Litify makes it easy to understand what’s happening inside your business with user-friendly, highly configurable dashboards that are fully built into the product.
Litify Software - Matter Plans: Streamline and standardize your matter plans to ensure every matter is run like your best matter.
Litify Software - Document Management: Documents are easily accessible from within a matter plan and Litify lets you automatically generate documents by populating pre-built templates with information pulled directly from the matter plan.
Litify Software - Contact Record with Duplicate Warning: Litify automatically searches and notifies you of any duplicate records to keep data accurate and helpful.
Litify Software - Manage Documents via Email: Save files directly from Outlook to the matter plan with our Docrio Email feature.
Litify Software - Time Entry with Automated Billing Rules: Automated billing rules automatically enforce your clients’ billing guidelines, so there’s less for bill reviewers to write down.

Not sure about Litify? Compare with a popular alternative

Starting Price

No pricing found
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

104
30

Integrations

21
No integrations found

Ease of Use

4,3 (55)
3,9 (48)

Value for Money

4,4 (55)
3,9 (48)

Customer Service

4,6 (55)
3,9 (48)
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Reviews

Overall rating

4,6 /5
(55)
Value for Money
4,4/5
Features
4,5/5
Ease of Use
4,3/5
Customer Support
4,6/5

Already have Litify?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 55
Anthony
Anthony
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.

Lenin
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Great tool for Law Firms Operation

Reviewed on 2023/12/15

Pros

The great thing about litify is how easy is the customization to any work flow, Also that you can integrate other component, like you accounting system and your phone system.

Cons

I think they should dedicate more time to do more with phone system integration.

Alternatives Considered

Clio

Reasons for Choosing Litify

Litify was more flexible to integrate with other componenets.

Switched From

Total Office Manager

Reasons for Switching to Litify

Easy way to integrate using API, we were able to integrate, quickbook, Ringcentral, and other applications
Ann
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Firm Adminstrator

Reviewed on 2023/06/16

Pros

Reporting capability and it is cloud based

Cons

Quite frankly for our business, Litify is more than we need. I believe it is a good product for certain law firms but it is not the best fit for our firm.

Alternatives Considered

Filevine

Reasons for Choosing Litify

Aderant Total Office was being phased out for smaller firms so we had to find a new product.

Reasons for Switching to Litify

We ended up switching from Filevine because the system at that time did not integrate with Microsoft Outlook.

Response from Litify

Thank you for the honest review of your Litify experience. We’re glad you’re taking advantage of our reporting capabilities and integration with Microsoft Outlook for your document management needs. Litify is a powerful platform, and every element can be configured to match your specific workflows. Please reach out to your CSM directly — we can support you in setting up the platform and getting it to work better for your needs.

Justin
Overall rating
  • Industry: Legal Services
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Heading in the right direction

Reviewed on 2023/12/11

Litify has a lot of value built into the product, while the Salesforce platforms allow for a...

Litify has a lot of value built into the product, while the Salesforce platforms allow for a substantial amount of customization for your specific firm. The new leadership shows promise in advancing Litify's potential further, and they've done a better job at keeping client facing employees. Some older, underdeveloped features (questionnaires for example) have the promise of being improved, but as of now unsure as to when those improvements will be available.

Pros

Flexible platform
Extensive knowledge articles
Adding new features consistently
New direction is more tangible than previous years, transparent product road maps

Cons

Some features are underdeveloped/untouched
Instances of bugs in the platform met with "We know this is an issue, but it's not a priority to fix right now"

Alternatives Considered

Filevine

Reasons for Choosing Litify

(actually came from Needles, but it was not an option on the dropdown): We wanted a more modern and consistently improving product. We wanted a highly customizable platform, since we are an extremely niche firm, and Litify seemed to have fit the bill.

Switched From

Neos

Reasons for Switching to Litify

Litify had the customizability, transparency of current product vs. us being overpromised features just for the potential of making a sale.
Paul
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Timesaver

Reviewed on 2023/07/11

It has automated so many parts of the job that we require less employees to do the same volume of...

It has automated so many parts of the job that we require less employees to do the same volume of work as we did without it. It enables me to see everything i need to know from a firm management perspective from my phone which gives me the freedom to do other things and not worry about what is happening at the firm.

Pros

The robust dashboards are amazing at saving you time when running a busy law practice. I can get a snapshot of everything I need to know across the entire firm in an easy-to-digest form. Its like a snapshot that identifies any issues i need to address without me having to delve into the details to find it.

Cons

It takes a long time to set it up and get it operating as you like it. It is not easy to learn to create the reports.

Showing 5 reviews of 55 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:

51–200, 201–500, 501–1 000, 1 001–5 000

Litify supports the following languages:

English

Litify supports the following devices:

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

Litify integrates with the following applications:

Accounting Seed, Birdeye, CaseworksPro, DBSync, DocuSign, Docufree, Dropbox Business, Epiq Discovery, Five9, Gmail, LawPay, Microsoft Outlook, NetDocuments, NetSuite, QuickBooks, Quickbooks Online, Reputation Studio, RingCentral Contact Center, Steno, Talkdesk, iManage

Litify offers the following support options:

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

Related categories

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