Litify Tutorial for Beginners | Legal Practice Management 2025

Summary

In this video, we dive into Litify, a comprehensive legal practice management software built on Salesforce. The platform helps law firms and legal departments manage workflows, enhance efficiency, and improve client outcomes. Key features include matter management, CRM, document management, task automation, financial tracking, and powerful analytics. With cloud-based and mobile access, Litify empowers legal teams to manage cases on the go. The video highlights its integrations, customization options, and client support services, making it an ideal solution for high-performance legal teams seeking streamlined operations.

Takeaways

• 😀 Litify is a legal practice management platform built on Salesforce, designed to improve law firms' workflows and efficiency.
• 😀 To access Litify, you need to request a personalized demo, as they do not offer a free trial account.
• 😀 Litify provides a mobile app, allowing legal teams to access their data and reports on the go.
• 😀 Key features of Litify include matter management, client relationship management (CRM), and document management for legal teams.
• 😀 The platform offers automated task assignments, customizable workflows, and case tracking to optimize efficiency.
• 😀 Litify’s AI-powered tools, such as Litify AI, aim to drive efficiencies in legal case and document management.
• 😀 Integrated Salesforce-powered CRM enables efficient client interaction tracking and automated follow-ups.
• 😀 Litify supports various integrations with tools like Microsoft Office, Google Workspace, and eDiscovery platforms.
• 😀 The platform offers billing and financial management tools, including time tracking, invoicing, and expense management.
• 😀 Litify is fully cloud-based, ensuring secure remote access from anywhere, along with mobile-friendly features for easy case management.
• 😀 Litify’s implementation process includes expert training, support, and resources to help law firms optimize their use of the platform.

Q & A

What is Litify and what does it do?

Litify is a legal practice management platform built on Salesforce. It helps law firms and legal departments manage their workflows, improve efficiency, and deliver better outcomes by offering centralized tools for case and client management, document storage, and various automation features.

Can you get started with Litify immediately?

No, Litify does not offer a free trial account. To start using the platform, you must request a personalized demo by providing your company details and legal team information on their website.

What is the main benefit of Litify being built on Salesforce?

Being built on Salesforce allows Litify to integrate seamlessly with other Salesforce applications, enabling robust integrations with tools like Microsoft Office, Google Workspace, and various e-discovery platforms, while also offering a flexible cloud-based infrastructure.

How does Litify support mobile users?

Litify has a mobile-friendly interface, allowing legal teams to manage cases, access documents, and collaborate on-the-go, ensuring remote access to critical data and tools from anywhere.

What are some key features of Litify's Matter Management tool?

Litify's Matter Management tool offers a centralized platform to manage cases from intake to resolution. It includes customizable workflows, automated task assignments, and reminders for collaboration across different practice areas like personal injury, mass torts, and corporate legal matters.

How does Litify improve client relationship management (CRM)?

Litify's integrated Salesforce-powered CRM helps track and manage client interactions, automate follow-ups and notifications, and nurture client relationships, ultimately improving communication and customer service.

What document management features does Litify offer?

Litify provides secure document storage organized by case or client. It also includes document generation tools to create standardized legal forms, letters, and contracts, making document management streamlined and efficient.

How does Litify handle billing and financial management?

Litify includes tools for time tracking, invoicing, and expense management, with integrations to accounting platforms like QuickBooks and LawPay, ensuring accurate financial tracking and reporting for legal teams.

What are the integrations available with Litify?

Litify supports a wide range of integrations, including those with Salesforce apps, Microsoft Office, Google Workspace, e-discovery platforms, and accounting tools like QuickBooks, offering flexibility and adaptability for diverse legal practices.

What types of legal practices can benefit from using Litify?

Litify is designed for high-volume legal practices, including personal injury, insurance defense, immigration claims, litigation, and in-house legal services, offering specialized tools to streamline processes and improve operational efficiency.