Litify: A Centralized Hub for Legal Practice Management

Curtis Brewer


“Every day, we work hard to build a more accessible and efficient legal industry. We take pride in the work we do, and we value the employees who make it happen.”

Modern enterprise legal technology is the broader legal operations strategy that results in greater visibility, and an open environment that enables outside counsel to collaborate in a more seamless way. This increased transparency can help mitigate legal risks, reduce litigation costs, and enable firms to navigate shifting terrain in an efficient way — eliminating the silos the industry has worked in for so long and creating that space to show up in all-new ways. In the rapidly evolving landscape of legal services, is a pioneer leveraging cutting-edge technology to streamline workflows, enhance client collaboration, and drive business growth in the legal space.

Litify was founded in 2016 by lawyers who saw a better way for legal professionals to run their businesses. Outdated, on-premise technology was the status quo until Litify was born to bring the power of Salesforce’s well-established, cloud-based platform up to speed on the needs of the legal industry. Drawing on their combined expertise in law, business, and technology, Moskowitz and Connett envisioned a platform that would empower law firms of all sizes to optimize their operations, improve client service, and achieve better outcomes for their clients.

The company's flagship platform, also named Litify, serves as a centralized hub for managing all aspects of a legal practice, from client intake and case management to document automation and business analytics. By consolidating essential functions within a unified platform, Litify enables law firms to streamline their workflows, reduce inefficiencies, and enhance productivity. Litify’s all-in-one platform empowers law firms and in-house teams to achieve repeated success by continually standardizing, measuring, and improving legal operations. “Every day, we work hard to build a more accessible and efficient legal industry. We take pride in the work we do, and we value the employees who make it happen.”

Legal operations professionals need standard processes and real-time analytics to turn the legal department into an efficient, connected part of the business. Litify’s Salesforce-native platform does just that. At the core of Litify's platform lies its robust case management capabilities, which provide legal professionals with the tools they need to effectively manage their caseloads and deliver exceptional client service. From client intake and matter organization to task assignment and deadline tracking, Litify's case management features empower legal professionals to stay organized, proactive, and responsive throughout the entire legal process.

Litify's platform allows law firms to streamline the client intake process, capture critical client information, and track client communications and interactions. By centralizing client data within a unified database, Litify enables legal professionals to gain a 360-degree view of their clients and deliver personalized service tailored to their needs. “Litify is the only Enterprise Legal Management solution built on Salesforce — a platform your IT and business teams already use and love. Take advantage of the usability, security, automation, and insights that come standard with Salesforce and make it speak legal with Litify.”

Litify's case management tools enable legal professionals to automate routine tasks, streamline workflows, and ensure compliance with deadlines and court requirements. With features such as customizable workflows, task automation, and deadline tracking, Litify helps law firms optimize their operations and improve efficiency across all stages of the legal process. Whereas the Litify's document automation tools allow legal professionals to create, customize, and automate legal documents and forms with ease. By leveraging pre-built templates, electronic signatures, and version control, Litify simplifies the document creation process, reduces errors, and accelerates document turnaround times.

Litify's platform provides law firms with actionable insights and analytics to measure performance, track key metrics, and identify areas for improvement. By leveraging data-driven insights, law firms can make informed decisions, optimize their operations, and drive business growth. In addition to its core platform, Litify offers a range of integrations and add-on solutions to extend the functionality of its platform and meet the unique needs of legal professionals. These include integrations with leading legal research tools, e-discovery platforms, accounting software, and more, enabling law firms to streamline their operations and enhance their capabilities.

Beyond its commitment to technology and innovation, Litify is deeply invested in supporting the legal community and promoting access to justice. Through initiatives such as pro bono legal services, community outreach programs, and legal education initiatives, Litify strives to empower underserved communities and advance equal access to legal resources and representation. As Litify continues to transform the way legal services are delivered, it’s important to help legal teams manage this innovation through strategic alliances. By partnering with clients, the team can better help uncover (and solve) pain points, embrace automation, and drive greater efficiency and transparency throughout their processes.