Litify is a powerful, end-to-end legal operating platform designed to modernize and streamline every facet of legal service delivery. Built natively on the Salesforce platform, Litify enables law firms, corporate legal departments, and government legal entities to unify their operations—from legal intake and matter management to document automation, client communication, billing, and analytics.
As a fully customizable, cloud-native solution, Litify offers the flexibility, scalability, and security required to meet the complex needs of today’s legal professionals. By centralizing workflows and promoting data-driven decision-making, Litify empowers legal teams to work smarter, enhance client experiences, and drive firm-wide performance.
Our team of certified Litify consultants understands the challenges legal teams face in managing complex operations, disjointed systems, and evolving client expectations. Litify offers a unified, scalable, and secure legal technology platform built on Salesforce—empowering legal professionals to streamline workflows, enhance collaboration, and gain real-time visibility across the case lifecycle.
Litify, a Salesforce-native legal operating platform, offers law firms and in-house legal teams a unified solution to streamline operations and drive growth. By consolidating legal intake, case management, document automation, billing, and client communications into one intelligent platform, Litify eliminates operational silos and enhances collaboration. Its configurable workflows, advanced security features, and robust analytics empower firms to deliver personalized client service, ensure compliance, and make data-driven decisions. With seamless integrations to tools like Outlook, Vonage, and SMS, Litify enhances transparency, efficiency, and responsiveness across the legal lifecycle.
Our team of certified Litify and Salesforce consultants is equipped to translate your firm’s legal challenges into a fully functional and scalable Litify implementation. Leveraging deep experience across diverse legal domains and case types, we guide your team through the full implementation lifecycle—configuring matter management, intake workflows, document automation, and billing processes to align with your operational goals. From initial design to post-deployment support, we ensure that your Litify environment is optimized for performance, compliance, and long-term growth.
Our Litify consulting services are designed to help legal teams evaluate, plan, and optimize their use of the Salesforce-native Litify platform. Whether you’re exploring a new deployment or refining an existing setup, our certified consultants bring proven legal tech experience to the table. We assess your current systems and workflows, recommend best practices in legal intake, case management, and timekeeping, and provide a tailored roadmap to maximize user adoption and ROI. With our strategic guidance, your firm can achieve better transparency, client service, and operational efficiency.
Our team specializes in building robust integrations between Litify and systems such as DocuSign, SharePoint, DropBox, QuickBooks, Sage Intacct, Vonage, and more. Whether you need API-driven custom connectors or are leveraging Salesforce integration tools like MuleSoft or native AppExchange apps, we ensure secure data flow and real-time synchronization across systems—reducing manual effort, eliminating silos, and enhancing firm-wide productivity.
No two legal practices are the same—and your Litify setup shouldn’t be either. Our customization services are focused on configuring Litify to reflect your unique processes, practice areas, and compliance requirements. From custom intake forms, matter plan templates, and approval workflows, to tailored reporting dashboards and user interfaces, we help legal teams personalize their platform experience. With our Salesforce development expertise and deep understanding of the Litify data model, we deliver solutions that not only meet today’s needs but scale for tomorrow’s growth.
Manage the full lifecycle of legal cases with structured, customizable Matter Plans that align with your firm’s practice areas. Define automated tasks, deadlines, checklists, and approval paths to ensure procedural consistency and improved accountability. With centralized access to case files, correspondence, and milestones, your legal team gains real-time visibility and operational control across all active matters.
Standardize and accelerate your client onboarding process using dynamic, configurable Intake Workflows. Capture leads from multiple sources, qualify them based on predefined criteria, and seamlessly convert them into cases. Litify’s intake engine ensures that no opportunity is missed while enforcing compliance and maintaining data accuracy from the first point of contact.
Automate the creation of legal documents with intelligent templates that pull directly from matter and client records. With deep integration into document repositories like SharePoint, Box, and Dropbox, users can collaborate in real time, version documents, and securely store case-related files. This centralized document management system ensures consistency, efficiency, and audit readiness.
Track time entries with precision, automate billing processes, and ensure timely invoicing—all within the Litify platform. Whether your firm bills by the hour, fixed fees, or retainers, Litify supports flexible timekeeping and legal billing configurations. Integrated dashboards allow attorneys to view logged hours, pending invoices, and payment statuses, reducing administrative burdens and maximizing billable time.
Organize daily legal operations with built-in task assignment, team calendars, and automated reminders. Sync seamlessly with Microsoft Outlook and Google Calendar to manage court dates, client appointments, and internal deadlines. This centralized system reduces the risk of missed events while enhancing team collaboration and productivity.
Enhance client satisfaction through centralized, matter-linked communication. Litify consolidates all channels—emails, phone logs, and SMS ensuring that correspondence is automatically recorded and contextually linked to the appropriate matter. Native integrations with tools like Vonage, Twilio, and Outlook allow for seamless communication and stronger client engagement.
Gain complete visibility into firm performance with dynamic dashboards and custom-built reports. Track key performance indicators such as case volume, billable hours, client intake rates, and attorney productivity. Built on the Salesforce reporting engine, Litify’s analytics capabilities help leadership make data-driven decisions and identify opportunities for continuous improvement.
Leverage Salesforce’s enterprise-grade security model, including robust access controls, audit trails, and data encryption. Litify supports regulatory compliance frameworks relevant to legal practices, helping firms maintain confidentiality, reduce risk exposure, and ensure proper data governance across all operations.
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LogicRain Technologies Pvt. Ltd
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