The whole thing at times can be a bit difficult to navigate through. I think it requires to much clicking.

Overall there is better team communication between offices and team members. There is also better documentation of the files to assure all team members can pick up a file and help a client.

We integrated litify with our Salesforce and it has ruined Salesforce.

I love the ease of use which makes it very easy to train intake specialists. The use custom work flows allows them to accurately screen and sign cases autonomously.

Gathering of preliminary information from new clients, integrating legal documents to the case files.

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.

Some packages are very rigid and does not provide us flexibility.

Excellent choice if you want a cloud based application with unlimited customization options.

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.

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

Litify is very user friendly. The system support team is quick to respond, and help.

We also wanted easy API access with other cloud-based platforms without the need for in house programming resources.

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 Docrio features are outstanding and improve our Case Managers UX.

For instance, it helps with the intake process (gathering of preliminary information from a new client) as well as with storing and loading case files easily.

The one thing that was great about litify that everything would be on one screen and the quick info boxes are a plus.

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).

The search function that was the backbone of our Salesforce use was completely ruined.

The Litify support team has been quick to respond when needed. It's an excellent application for our needs.

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.

The workflow feature is quiet robust and if thought out well can replace manual approval processes.

It is very easy to share and work on a shared document. Check-in and check-out processes not so effective and easy but It is well-considered.

It will be the best money you spend and will save you the cost is saved searching in weeks.

Overall user interface is very bad. Not encourage you to use it.

In short I would say it’s a great intuitive in terms of document management and also in keeping them in a preferred way as well.

Some problems with the length of some of the names documents. There is problem with documents that have more than 250 characters.

Now it is a useful product. The document engine of this certain application helps a lot in searching documents as well I can easily find keywords, names etc through it with more ease.

The functionality of being able to store and find files is great for the price.

It Helps To Organize Your Documents In An Order But User Interface Should Be Improved.

I love the ease of use and the technological advantage that M-Files 2018 provides.

The thing I like the most is the seamless integration with Microsoft products.

For smaller organizations, I recommend using the built-in database option. M-Files installation and administration requires much less planning compared to SharePoint.

Its useful features I can easily locate each one of my folder and even the content present in a certain file. It keeps simple and easy to understand interface.

Other think I like at it is integrated and working pretty fine with Microsoft Office softwares. It aslo makes our business efficiency great.

Ease of use, minimum invasion of existing systems <> easy integration, vesatility. Paradigm shift from Where to What.

M-Files search capability is by far the best feature. It not only searches metadata, but will search the text of the document.

This application helps in all these functions and much more by its high quality features that are superb easy to handle as well.

And extremely promt and helpful customer support.

User interface is vey bad. It is very difficult to find required files.

The software very reliable or secure for example you can choose which departments can see the files or you can define the security levels etc.

I can not say it is bad software however biggest disadvantage is; its speed. You need quite large time to share files.

It is good value for money but for a small charity like ours it's a huge investment but I am glad that we made it.

Perfectly developed product with so many useful features.

Great Product, Customer Service needs some work.

Overall good, worth taking the time to fully define before implementing, technical support good but sales support can be slow to respond.

The user experience is well integrated with Windows (can access using a drive map). Suitable for on-premier or cloud deployments, including AWS Workspaces of VMWare OneSpace.

It is a solution offered according to the needs of every institution / organization. The biggest advantage at this point is that it is very simple to customize.

US Dollar

Litify was selected as the 2022 Practice Management Solution Provider of the Year.
Learn more: https://www.litify.com/blog/litify-selected-2022-practice-management-solution-of-year/

Litify is the end-to-end legal operating platform that breaks down business silos to power better process, collaboration, insight, and performance. 

It's the only legal platform with tailored solutions for law firms, in-house legal teams, government agencies, nonprofits, and more — connecting the entire legal ecosystem with flexible and comprehensive technology. 

Our industry-leading platform is fully configurable to meet your business’ unique requirements and is built on Salesforce, one of the most secure platforms in the world. 

Litify streamlines and automates matter and case management, document generation, intakes, timekeeping and billing, customer relationship management (CRM), and client communications, while providing data-driven insights that allow law firms and legal teams to scale and improve their financial performance.  

Matters & Intakes
Our Matters & Intakes product lets you standardize processes across your legal team and make sure best practices are applied to every case. Configure matter plans based on your specific workflows and then automatically generate them when a matter is opened in Litify, with tasks automatically assigned to the relevant team members. Bring the same level of standardization to your intakes processes with configurable intakes questionnaires.

Document Management
Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Documents are easily accessible from within a matter plan and you can even save files directly from Outlook to the matter plan with our Docrio Email feature. Docrio also lets you automatically generate documents by populating pre-built templates with information pulled directly from the matter plan.

Time & Billing
Increase both time capture and bill realization with our suite of timekeeping and billing features. Automated billing rules automatically enforce your clients’ billing guidelines, so there’s less for bill reviewers to write down. Matter budgets are displayed within the matter plan to help your team allocate resources appropriately. Finally, Litify helps make sure small billable tasks don’t fall through the cracks by prompting users to make a time entry when they generate standard documents in Docrio or save documents to a matter from Outlook.

Reporting & Dashboards
Litify makes it easy to understand what’s happening inside your business with user-friendly, highly configurable dashboards that are fully built into the product. Gain valuable insight into topics like which team members are over- or under-performing, where matters are getting held up, and which marketing channels are yielding the best return on investment.

Litify offers extensibility, first-class security, and hundreds of integrations.

LongDescription

File Management

Optical Character Recognition

Document Templates

Case Management

Status Tracking

Time Tracking

Staff Calendar

Trust Accounting

Customizable Reports

Document Storage

Access Controls/Permissions

Contract/License Management

Financial Management

Electronic Signature

Docket Management

Communication Management

Document Capture

Customer Database

Calendar Management

Collaboration Tools

Full Text Search

Conflict Management

For Legal Professionals

Document Classification

Multi-Location

Contact Management

Version Control

Completion Tracking

Client Portal

Workflow Management

Email Management

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Customizable Templates

Billing & Invoicing

Document Automation

Expense Tracking

Compliance Tracking

Case Notes

Records Management

Client Management

Secure Data Storage

Archiving & Retention

Task Management

Legal Case Management

Document Management

Court Rules-Based Scheduling

Document Generation

Search/Filter

Data Visualization

Tagging

Invoice History

Payment Processing

Activity Tracking

Invoice Management

Timesheet Management

Hourly Billing

Real-Time Data

Billing Portal

Time & Expense Tracking

Accounting Integration

Real Time Reporting

Third-Party Integrations

Relationship Tracking

Mobile Access

Two-Factor Authentication

Conflict Tracking

Preemptive Conflict Search

Contact Database

Template Management

Content Management

Configurable Workflow

Forms Management

Document Review

Process/Workflow Automation

Budgeting/Forecasting

Spend Management

Reporting/Analytics

Matter Management

Deadline Management

Billable Items Tracking

SSL Security

Customizable Fields

Customizable Forms

Microsoft Outlook Integration

Project Time Tracking

Task Scheduling

For Lawyers

Calendar Sync

Data Import/Export

Approval Process Control

Time Tracking by Client

QuickBooks Integration

Time Tracking by Project

Real-Time Notifications

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

Litify

In Person

Live Online

Webinars

Documentation

Videos

M-Files is the leading platform for knowledge work automation. M-Files enables knowledge workers to instantly find the right information in any context, automate business processes, and enforce information control. This provides businesses with a competitive advantage and substantial ROI as they deliver better customer experiences and higher-quality work with lower risk.

M-Files serves a variety of industries and business needs for mid-market to Enterprise global B2B companies. The M-Files platform is especially suitable for knowledge workers that need to quickly find, collaborate, and process a large number of documents every day.

Benefits:
•EASE OF USE: M-Files increases productivity and improves work quality by making information easy to find and use. 
•WORKFLOW AUTOMATION: M-Files increases consistency of work and reduces errors by automating workflows.
•COLLABORATION: M-Files enables superior customer experiences through a collaborative workspace.
•COMPLIANCE: M-Files reduces business risk by ensuring compliance.
•RETURN ON INVESTMENT: M-Files enables businesses to realize an ROI of nearly 270%

Key features include version control, mobile access, e-signature capabilities, automated workflows, document templates, permission management and offline access. M-Files’ search engine allows users to search for documents via name, document type, keywords and more. Additionally, it allows users to search inside document text. 

Workflow automation tools include notifications sent to users when they need to review or approve document changes. The co-authoring feature allows users to simultaneously edit documents and send invitations to co-workers, workgroups and users via sharing links. Integrations with various applications including Microsoft 365, Salesforce, Google Workspace and SAP are available.

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