Litify
A configurable legal operating platform that connects intake, matters, documents, billing, automation, and analytics on Salesforce.
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
Centralize matter details, contacts, tasks, documents, communications, deadlines, and case activity while configuring matter plans around your firm’s processes.
Intake & CRM
Manage leads and prospective clients, standardize intake processes, track relationships, and connect intake data directly to matters using Salesforce-powered CRM capabilities.
Workflow & Process Automation
Configure workflows, tasks, alerts, document generation, and other actions to automate repetitive work and keep cases moving through consistent processes.
Document Management & Generation
Manage matter documents, generate files from templates, collaborate across teams, and connect document activity directly with cases and workflows.
Timekeeping & Billing
Capture time, manage billing workflows, generate invoices, apply billing rules, and connect financial activity with the matters and clients behind it.
Reporting & Business Analytics
Use customizable dashboards and reporting to monitor case performance, productivity, financials, intake, workloads, and other firm-wide KPIs in real time.
Video Resources
Discover Litify in action with our focused video walkthroughs.
3:14
Who is the ideal law firm for Litify?
1:22
The Litify Sales Pitch
5:26
Litify Pricing, Integrations & Security
0:31
Automated Evergreen Retainers in Litify
21:29
An Interview with Dov Slansky of Litify
2:09
How to Charge Credit Card Fees to Clients in Litify
2:03
Bulk Send Invoices in Litify
3:17
Reporting & Insights
Ready to Modernize Your Firm's Payments?
Join thousands of legal professionals who trust Confido Legal to simplify client billing and fund disbursement.
