What is Litify?

Welcome to Litify, the legal management platform which helps you manage, automate, and understand every part of your business like never before. With Litify, you can manage your entire business on a single platform—referrals, intakes, documents, tasks, and user management—and automate functions to streamline your business processes. This guide introduces key concepts from Litify and Salesforce, the powerful cloud computing platform on which Litify is built.

For more information see https://www.litify.com/

Litify Apps

The Litify platform includes apps which help firms manage referrals, intakes, matters, and documents, as well as related business functions such as finance and workflow/process management. Litify apps can also integrate powerfully with external applications and systems. Your firm may currently use all or only some of these Litify apps.


Send and receive referrals with current partners and top firms nationwide. Stay updated on the status of cases you have referred out, and easily update partners on the status of referrals you’ve accepted. There are two Referrals products: Referrals Web App and Referrals Pro.


rtaImage__80_.png Intakes

Streamline the intake process with smart questionnaires, dynamic intake calling lists, case qualification criteria, and workflow processes. Handle more calls, accept the right cases, and get them signed as clients faster than ever before. Check out the complete overview.


rtaImage__81_.png Matters

Build the strongest cases, no matter how complex. Put the facts, contacts and documents relevant to each legal matter together in one place, organized, transparent, and searchable. Check out the complete overview.


Screen_Shot_2021-01-11_at_3.48.39_PM.png Setup

Manage advanced settings and fit Litify to your firm like a glove. Sync data between your firm’s Litify organization and the referrals portal at Litify.com.


Litify and Salesforce

Litify is built on Salesforce, the world’s most trusted cloud platform. Salesforce technology helps Litify firms make decisions based on data, and lets you count on automatic updates and incredible privacy and security. Through the Salesforce AppExchange, firms using Litify can easily extend the power of the platform by adding new features or connecting to thousands of external applications.

Litify and Salesforce protect the integrity of your firm’s data through industry-leading physical, encryption, and network controls. Your firm’s Litify is monitored 24/7/365 to ensure that it will be there when you need it.


Litify Quarterly Releases

Litify releases new features, updates to existing features, and bug fixes every quarter. The Litify platform is growing rapidly across every product, ensuring that firms are constantly gaining new tools to create consistency and streamline case-management processes. Whether you are using referrals, intakes, or matters, your toolkit is constantly expanding on Litify.

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