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.

Customer Service was horrible. You could not talk to someone when you wanted to.

It was simple enough, even for a novice user like myself. The fact I could integrate it with my bank account and automatically enter expenses and raise invoices with my own branding etc. was great.

The single most annoying thing about it is the support.

The FreshBooks/Xero integration stopped working around 2017 (I don't know why; each company blames the other).

We were currently using Quickbooks, which had, at the time, very limited cloub-based capability. Xero looked great, was easy to use, and made it possible for our virtual team to work together.

I love how easy it is to sync bank feeds and reconcile transactions. I love the rule feature that allows me to set my routine transactions to the correct COA.

There is more information in the project tabs than what you can obtain in the report which is disappointing.

I believe Xero have captured a very nice niche of the industry with it's very business orientated user interface and simplisitic feel. It makes accounting somewhat fun for the business owner.

Ve not used the full power of Xero yet but so far it’s been great in helping me keep track of real time spending etc. It’s certainly an asset to the business and I’m learning more as I use it.

Finances are easier to keep up to date and more frequently, the software updates are seamless, the reports are great, the integrations are outstanding, and the service is super.

Every feature I need is an extra add on charge. The remember me at login does not work and I have to waste time with 2 step login every time I leave the computer for 5 minutes.

Xero has been a great experience for me. If you want software that can automatically allocate transactions when and where you need them to go, save yourself time and check out Xero.

Great software, price is affordable for small businesses.

Xero is easy to use (with a little direction perhaps) and it's been great for invoicing, payroll, and tracking our finances.

Easy to share with accountants. A thoughtful social enterprise discount given too.

And there are odd glitches in the reporting (cannot recall all the details now, I only have one client left using this app) that I had to watch out for.

Appalling Software - Avoid at all Costs in My Opinion.

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

Xero has more than 200,000 users across the world. The invoicing application allows users to design their own custom invoices, automatically send invoices and import banking transactions to monitor when bills are paid.

ShortDescription

Xero is a global small business platform with 3.95 million subscribers which includes core accounting, payroll, workforce management, expenses and projects. Xero also has an extensive ecosystem of connected apps and connections to banks and other financial institutions, helping small businesses access a range of solutions from within its open platform to help them run their business and manage their finances. Xero is a FIFA Women’s Football partner.

About Xero accounting software 

Xero provides small business owners, accountants and bookkeepers with powerful online accounting software and access to up-to-date financial data. It’s designed to make life better for small businesses, their advisors and communities around the world. It connects businesses with their bank, their advisor, accounting tools, payment services and third-party apps, so everything is securely available at any time, on any device. 
Benefits for small businesses
Xero’s beautiful, easy-to-use small business accounting software automates and streamlines many day-to-day tasks, including bank reconciliation, quoting, invoicing, making and collecting payments, tax, managing employees, expenses, projects and payroll. Businesses can view  up-to-date numbers on the Xero dashboard, in reports, and in analytics. It’s easy for businesses to see how they’re tracking, stay in control of cash flow and make informed decisions. 
Because Xero is cloud-based, businesses can work with their data easily from anywhere as well as collaborate with their accountant and bookkeeper. Many features are available on mobile, so people can run their business on the go.

Support and learning

Xero’s offers free 24/7 support, learning, and discussions at Xero Central, backed by a team of expert support staff. Customers are also invited to put forward and vote on product ideas.

Responsible data use commitments

Xero takes a defense-in-depth approach to protecting its systems and customer data. Data is protected by multiple layers of security, including encryption when it’s transferred and stored, and subject to strict privacy controls. Xero uses multi-factor authentication; software updates are free; and Xero does regular data backups.
Xero is certified as compliant with ISO/IEC 27001:2013, complies with the Payment Card Industry Data Security Standard, and produces Service Organization Control (SOC 2) reports.

Xero App Store

Xero connects with more than 1000 third-party apps designed to solve everyday business challenges, get data flowing between Xero and other apps, and provide a more complete view of how a business is performing. The Xero App Store is the place to easily find, try and connect apps that are certified by Xero and reviewed by users.

Pricing plans and free trial

Xero offers a free trial of its accounting software for 30 days, and a range of pricing plans designed to suit different needs. Subscriptions to Xero are invoiced monthly. 
 Accountants and bookkeepers get free access to Xero online accounting software and to Xero HQ when they sign up (for free) as Xero partners.
Xero for accountants and bookkeepers
Accountants and bookkeepers gain access to smart practice management software with tools for streamlined workflows, efficient compliance, and a cloud-based single accounting ledger for every client. They can collaborate within Xero with their colleagues or with clients, automate manual tasks, and access client records at any time. 
Xero’s integrated practice management software includes Xero HQ, Xero Practice Manager, Xero Workpapers and Xero Tax. 

Xero the company

Xero is a global company with offices in seven countries and over 3.95 million subscribers. It’s a leader in online accounting across New Zealand, Australia and the United Kingdom, and has won multiple awards for its software and services. Xero is listed on the Australian Stock Exchange (ASX).

Revenue Recognition

Cataloging/Categorization

Product Identification

Forecasting

Tax Management

Purchase Order Management

Electronic Payments

Multi-Channel Management

Price/Margin Management

Recurring/Subscription Billing

Due Date Tracking

Asset Accounting

Vacation/Leave Tracking

Nonprofits

Charting

Progress Tracking

Job Costing

General Ledger

Bank Reconciliation

Financial Analysis

Mobile Payments

Ad hoc Reporting

Retail Inventory Management

Order Management

Project Billing

Credit Card Processing

Transaction History

CPA Firms

Project Management

Customizable Invoices

Cash Flow Management

Reorder Management

Shipping Management

Accrual Accounting

Automated Quoting

Warehouse Management

Automatic Billing

Inventory Optimization

Accounting

Email Templates

Early: $5.50/month
Growing: $16/month
Established: $31/month

Litify vs Xero

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Product Demo & Screenshots

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