Salesforce ecosystem lays the foundation and the amazing Litify team builds the structure that, for the first time ever, provides an amazing, industry specific tailored platform that can do anything a law firm can dream to do... and more. This platform has the ability to completely change the industry from a technology and efficiency perspective; and that change, is desperately needed.

That I had to wait this long to get it. There are constantly improving the product as a young player in the industry. That being said, they communicate with their large and small clients, prioritize needs and have rolled out features faster than I could ever have imagined. I've been following them since before they launched and to have built a platform that already surpasses players that have been in the space for decades is incredible. I can't wait to see the features they continue to improve and build that I haven't even known I needed at this point.

The great thing about litify is how easy is the customization to any work flow, Also that you can integrate other component, like you accounting system and your phone system.

I think they should dedicate more time to do more with phone system integration.

Reporting capability and it is cloud based

Quite frankly for our business, Litify is more than we need. I believe it is a good product for certain law firms but it is not the best fit for our firm.

Litify has a lot of value built into the product, while the Salesforce platforms allow for a substantial amount of customization for your specific firm. The new leadership shows promise in advancing Litify's potential further, and they've done a better job at keeping client facing employees. Some older, underdeveloped features (questionnaires for example) have the promise of being improved, but as of now unsure as to when those improvements will be available.

Flexible platform Extensive knowledge articles Adding new features consistently New direction is more tangible than previous years, transparent product road maps

Some features are underdeveloped/untouched Instances of bugs in the platform met with "We know this is an issue, but it's not a priority to fix right now"

It has automated so many parts of the job that we require less employees to do the same volume of work as we did without it. It enables me to see everything i need to know from a firm management perspective from my phone which gives me the freedom to do other things and not worry about what is happening at the firm.

The robust dashboards are amazing at saving you time when running a busy law practice. I can get a snapshot of everything I need to know across the entire firm in an easy-to-digest form. Its like a snapshot that identifies any issues i need to address without me having to delve into the details to find it.

It takes a long time to set it up and get it operating as you like it. It is not easy to learn to create the reports.

Litify is part of the foundation of our firm. It gives us remarkable insight into the status of every client and matter in every respect, from onboarding to progress and even problems. Our firm is on the smaller size, so I am very thankful for the time Litify spent with me to make sure that we were a fit.

Litify had what we were looking for: a comprehensive set of features for all stages of the life cycle of client representation.

I was surprised by how long it took to customize and setup Litify for my firm. There is a very steep learning curve, so when we bring on new employees, it takes a bit of time to get them up to speed.

It has come a long way once I fully understood its limitations and capabilities. We are starting to implement some of the ideas that i had when first looking at the product. I only see it improving our operations from here on.

The ability to create much better automation than we were able to create before, to restrict permissions to certain tasks that would assist with data integrity and the flexibility to make the system better for your operations.

The implementation was very difficult and I should have spent a year long working to learn its capabilities and viewed many more firms setup before starting down implimentation.

Outstanding customer support, especially when you have access to LSAP services.

It's built on the salesforce platform and can be customizable.

Create and update questionnaires,requires significant computer resources for each tab. Its incompatibility with Salesforce Service Cloud poses challenges for seamless integration with a phone system.

Overall, our experience has been terrific. I recommend Litify to any plaintiff's personal injury law firm.

Resides on top of Salesforce and therefore is secure and likely long lasting.

The integration with Banjaxed, our texting platform, didn't go exactly as advertised.

The automations and reporting make our team very efficient in everything we do. We would not have been able to grow into what we are without it.

Took a while for us to get live. That would be mostly because of our old system being antiquated and this system having more bells in whistles. However once we went live it was a no brainer on why we bought it.

Overall, our experience has been great. The support team at Litify has been great about addressing any questions or issues we have run into and adding new functionality where it makes sense. The only downside I would say is that sometimes Litify launches too many new features without first doing deeper development on existing functionality. If Litify can shift towards building out what already exists, it will be a huge advantage and they will dominate the legal space for tech forward firms.

Litify is a very tech forward case management solution built on top of Salesforce. What this means is that development and new features can happen at a much faster pace than traditional legal case management solutions that are solely build for legal. This is a great function for firms who are very tech forward and really want to push the boundaries of what is possible. In addition, customer support at Litify is fantastic. I wish that all vendors I worked with had support as good as that at Litify.

Because Litify runs on Salesforce and is not your traditional pre-built case management solution, some firms may find it difficult to get going at first. It really forces you to have well though out business processes. For many firms, this is not the norm and can slow adoption of Litify. For those that do have well thought out business processes, this is a great asset to build on those processes.

The Litify support team has been quick to respond when needed. It's an excellent application for our needs. We have over 200 staff in multiple locations. Ability to create customized reports on the fly is very helpful Ideal for Plaintiff firms that work on a contingency fee basis (particularly Personal Injury firms)

I chose this because it was very important that we had full control to customize features and modify the application to suit our needs. Because it's on Salesforce, it was relatively easy for us to build in new features as needed, without waiting for Litify to make global changes that would affect its entire user base. We also wanted easy API access with other cloud-based platforms without the need for in house programming resources. The fact that Zapier.com provides a simple drag and drop UI to do this with Salesforce was important and has allowed us to connect to several other applications quickly and effectively.

I don't love the Salesforce UI. It gets the job done, but it's a bit clunky to navigate compared to some other cloud-based platforms, however, this is not something Litify has control of so I wouldn't count it as a reason not to use this application. Not the best option for firms with under 20 users unless there was an expectation of growth. Unless you plan on using it as is, with no customization, it would be advantageous to have in house technical resources.

Litify has been fantastic for us. Since it's built on the Salesforce platform there isn't anything you can't accomplish. The amount of tasks and processes we were able to automate because of the platform has saved our team a great amount of time and money. Their customer support is aIso extremely quick to respond to any request submitted via their support portal. Litify also happily takes feedback and we feel like we are really heard when we are requesting a change or feature. I cannot recommend this case management solution more.

The cons are generally smaller issues that can easily be added or enhanced. For example, Docrio being unable remember how you want files sorted has been a common compliant from my team. Every time you refresh the webpage the user has to sort the files again and again which can be time consuming. It's really just smaller things that I'm sure they are actively working on improving as they get feedback. At it's core Litify has been a game changer for our firm, a few small improvements at a time and it will be even better!

Our team members are able to manage many active cases at a given point in time. Our overall experience is a thumbs up for certain. There are challenges at times, but overall, this is a great product that has increased our firm's overall efficiency.

The flexibility. The native Litify objects (e.g. Matter Plans, Stages, Case Types, Default Matter Tasks, etc.) provide us with the flexibility we need to carefully manage many types of cases. It also allows us to make changes (somewhat on the fly), and have those changes apply to the appropriate open cases that need that change reflected.

Better/quicker conversion from an Intake to a Matter. It can take up to 30 seconds to open a Matter. I understand there is a lot happening under the hood during this process (in addition to our non-standard Litify mappings/updates), but making this process quicker in any way would be a huge win for our firm.

I like how the reports can be completely altered to your liking. Even though you need to be trained for an extensive amount of time to code them in yourself.

The fact that they tied themselves to Salesforce caused many headaches that involved an unacceptable answer of "Sorry we cannot do anything about it, because of Salesforce". Something as simple as adding a new user took almost a week to add and since Salesforce requires upfront cost, that cost was pushed to us with no room to back out of a contract. The platform had too many bells and whistles that made navigation difficult. Many times, we would have to open tab after tab to get an answer. There were errors that would consistently (multiple times a week) happen that would DELETE information. Intake section was also too complicated and slowed our process up making the calls far longer then they needed to be. If you want this platform to work well for you, you will need at least one full-time coder to make changes on a daily basis. This CRM does not have any unusual features that set it apart. If you are an attorney, I strongly suggest using a different CRM. I have tried many and this is by far my least favorite.

Not great. Implementation was delayed. Multiple staff changes at Litify during implementation and overall tons of change orders.

Macro firm metric tracking. The software does a decent job of providing metrics that can be used to track costs and gross revenue. Aside from that pretty useless.

Document management is garbage. Litify forces you to pay for its document management system called Docrio. This program has a lot of issues, very slow and causes systems to crash requiring a restart. Think twice before going down this long expensive road.

Mobility, accessibility, easy case maanagement and seamless referral of cases between lawyers.

Litify is an excellent case management platform that catapults the legal profession into the 21st century. I can access the software easily from my phone which adds a level of mobility that I haven't previously experienced. The referral capabilities are extraordinary and allow for seamless referral of cases between lawyers. The information built into the platform for active cases and cases under review is very helpful.

While Litify is very well optimized for use on a mobile phone (in my case, an iPhone), I would like to see an iPhone app.

The report feature is good. roles is improving.

no docket having to create basic features that all law practices would need

We are still new to Litify, but overall I enjoy using the product and I think it is the best product for what our firm needs.

I like that Litify is simple and easy to use. The quick tab are especially helpful when needing info quickly without going into the actual tabs.

One of the things I don't like about Litify currently is that you can't select one template to create several templates. Example: We can't create 4 requests for records to 4 different providers in one case at one time. Currently you have to create one template for one provider and then go back and create it again and again until all 4 are complete.

We have decreased the length of time our files are open, increased our intakes, increased our conversion rate, increased our average fee, and increased our 5 star reviews.

Litify allowed our firm to automate simple tasks to free up our team and attorneys to best serve our clients. Litify works for us, not the other way around!

User adoption was the biggest challenge in switching from a different case management system.

Litify automates marketing, client management, intake, matters, documents, referrals, reporting, and finance, all in a single, secure, easy-to-use application. By leveraging the power Litify, our law firm has the tools we need to perform at the highest level.

Litify gives you the ability to see any case and what is happening with it, regardless of where you are. Their robust reporting features include complex marketing data, which gives us the ability to make informed decisions that better serve clients and our bottom line. And because of Litify's mobile availability via the Litify mobile app, you can manage everything, anytime, anywhere. Litify empowers you with a lot of data and analytics, and with great knowledge comes great responsibility.

Great!

document storage and moving documents is really easy. case mgmt in general.

sometimes it's a little overwhelming b/c it can do so much

The program is very user friendly and self explanatory, it would be very easy to learn on your own but you have the support of the company to help you through every step of the way. The staff has been very helpful every step of the way and continue to help us as we continue to learn about how this program can change the way our firm works.

The program can be customized to meet your needs and will keep your business organized in ways you can not even imagine. There is a place for everything and everything that is entered can be tracked and reported. The system is very complex, there is is much learning to do and I am sure to this date we are still not using it to it's full capacity.

None, I love this system! This software will completely change how your company is currently running.

My firm started using Litify last March and I can say the software is great. It’s easy to use and there are always changes being made for improvements.

Sometimes there are glitches but nothing that couldn’t be fixed.

Excellent customer service. The software is easy to use. Best reporting in the industry.

Platform is built on top of Salesforce allowing end-users to easily customize the software without needing developers.

Self customizations may be too difficult for some users requiring to hire a Salesforce Administrator which can be expensive.