Litify is a Salesforce-native legal operations platform for plaintiff law firms, covering case management, client intake, document automation, and business analytics. The product's foundation on Salesforce gives it deep CRM-grade reporting and customization that traditional legal practice management tools struggle to match.
Core capabilities: end-to-end case lifecycle management from intake through settlement; lead scoring and intake conversion analytics powered by Salesforce; document automation tied to matter milestones; business dashboards covering case pipeline, attorney productivity, and financial KPIs; and the broader Salesforce AppExchange ecosystem for extensibility.
Best fit: plaintiff law firms, particularly personal injury and mass tort practices that manage high case volumes with complex marketing-to-settlement funnels. Also strong for firms already standardized on Salesforce who want a legal layer rather than a separate practice management silo.
Pricing is enterprise with custom quotes that typically include Salesforce licensing on top of Litify itself. Implementation usually requires a Salesforce-experienced partner.
Litify vs Clio or Filevine: Litify shines for firms wanting Salesforce-grade business intelligence; Clio and Filevine are simpler to deploy. Personal injury firms doing serious case-economics analysis tend toward Litify.
