Litify is a comprehensive, secure, cloud-based legal platform designed for high-performance legal operations. It leverages powerful business analytics and artificial intelligence to automate tasks, manage matters, and provide insights. The platform offers role-specific automation, surfacing critical tasks and information based on team member roles throughout the matter lifecycle. Its built-in analytics engine provides a real-time, single source of truth for all data, with unlimited filtering capabilities to answer key business questions. Litify is highly configurable through a no-code environment, allowing unique workflows and reports to be customized without technical expertise. Security is paramount, with strict protocols controlling access to sensitive information, blocking suspicious activity, and ensuring data confidentiality. The platform also integrates AI solutions through its homegrown Litify AI, strategic partnerships, and Agentforce, a next-generation agentic AI built on Salesforce technology. Built on the Salesforce platform, Litify offers enterprise-grade scalability, usability, security, automation, and insights tailored for the legal industry. Key features include Customer Relationship Management, Matter Management, Intake Management, Conflict Check, Document Management, Legal AI, Dynamic Dashboards, Timekeeping, Billing, Corporate eBilling, Digital Disbursements, Client Portal, Email & Calendar Sync, Document Automation, and Mobile capabilities. Litify integrates with over 3,400 technologies, acting as an operating platform to centralize processes and data.

Features & Benefits

• Role-specific Automation: Automates critical tasks and surfaces information based on each team member’s role across the matter lifecycle.
• Powerful Analytics Engine: Provides a real-time, single source of truth for all information with unlimited data filtering capabilities.
• No-Code Configurability: Allows customization of workflows, reports, and views in a no-code environment for a competitive advantage.
• Best-in-Class Security: Employs strict security protocols to control access, block suspicious activity, and maintain data confidentiality.
• AI Innovation: Offers homegrown AI solutions, strategic AI partnerships, and agentic AI workflows for enhanced data and process turbocharging.
• Salesforce Foundation: Built on the trusted Salesforce platform, ensuring scalability, usability, and robust automation.