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Litify

A configurable legal operating platform that connects intake, matters, documents, billing, automation, and analytics on Salesforce.

Contingency Fee Billing Integrates with Confido Legal Featured

Bring Your Firm’s Operations Together

Litify gives law firms and legal teams one configurable platform to manage work across the business, from client intake and case management to documents, billing, reporting, and automation.

Built on Salesforce, Litify combines legal-specific functionality with the flexibility of an enterprise cloud platform. Firms can configure workflows around their own processes, connect data across departments, and build dashboards that give leadership a clearer view of performance without piecing information together across disconnected systems.

Its open architecture also makes Litify a strong fit for firms with more complex technology stacks. Through native integrations, APIs, and the broader Salesforce ecosystem, firms can connect Litify with the tools their teams already rely on while keeping the matter record at the center of the workflow.

With Confido Legal, firms can extend Litify into payments and disbursements, including secure payment links, recurring payment plans, payment posting, evergreen retainers, and digital disbursements to clients and third parties.

Key Capabilities

Litify brings legal work onto one configurable platform, helping firms connect cases, clients, documents, financials, workflows, and firm-wide data.

Case & Matter Management

Case & Matter Management

Centralize matter details, contacts, tasks, documents, communications, deadlines, and case activity while configuring matter plans around your firm’s processes.

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Intake & CRM

Manage leads and prospective clients, standardize intake processes, track relationships, and connect intake data directly to matters using Salesforce-powered CRM capabilities.

Task & Workflow Automation

Workflow & Process Automation

Configure workflows, tasks, alerts, document generation, and other actions to automate repetitive work and keep cases moving through consistent processes.

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Document Management & Generation

Manage matter documents, generate files from templates, collaborate across teams, and connect document activity directly with cases and workflows.

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Timekeeping & Billing

Capture time, manage billing workflows, generate invoices, apply billing rules, and connect financial activity with the matters and clients behind it.

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Reporting & Business Analytics

Use customizable dashboards and reporting to monitor case performance, productivity, financials, intake, workloads, and other firm-wide KPIs in real time.

Ready to Modernize Your Firm's Payments?

Join thousands of legal professionals who trust Confido Legal to simplify client billing and fund disbursement.