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 reports are not user readable out of the box and have to be exported to Excel for further data manipulation which is a pain and should not be necessary.

There are many features and functionality that allows me to work with clients to help track resources, costs, and expenses. The tool is easy to use compared to most others in the market.

The team at Tenrox is great to work with and the recent improvements to the user interface make it a breeze to use.

The thing that I most like about Upland PSA is that it is a Great tool to easy manager your projects financials.

Unfortunately the interface is absolutely terrible. It feels like the interface was top-of-the-line maybe back in 2004.

For employee time keeping, the use of the application is easy but still has limitations in terms of approving hours or seeing individual payroll information such as vacation, sick balances.

Tenrox has a lot of things to work on. It's slow (for my company), they are reluctant to make upgrades based on your needs and based on what package you get, you typically get low customer service.

I enjoy the combination of managing projects, being able to complete timesheets and also have PTO requests tracked in the system. It does make it easy to have it all in one place.

We absolutely love the project module including the project plan, budget, forecast, and resource management. This PSA had many of the tools we were looking for when we selected it.

It is difficult to extract information about time off and assignment for users.

My favorite application to use and share with others.

The benefits of having knowledgeable personnel is a valuable asset to any organization.

Intuitive interface that our users found easy to adopt.

In terns of adding additional applications project management setup, it seems to be limited in terms of accessing.

Ease of use, ability to integrate to all our back office systems and the support from the services team.

The important thing is Tenrox does the job quickly and with little hassle after things are set up and added to your timesheet, letting you get back to the important tasks of the day.

Tenrox is a fairly easy to use piece of software that, when set up, can be updated in seconds to add to your work timesheets.

It can sometimes be tricky adding projects / tasks to your personal timesheet collection. This could be due to how it is set up however.

There are so many more modern companies that can accomplish the things that your company needs to get done and give you better customer service.

As one of the longest running leaders in this market I highly recommend people evaluating service solutions to take a look.

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

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

Upland PSA (formerly Tenrox) helps build a predictable and profitable services business. Upland PSA centralizes timesheet and expense automation for your entire workforce with templates for different roles, clients, projects, or resources.

Optimize resource and project management for maximum profitability based on team member skills and availability. Create repeatable project templates in Upland PSA and take advantage of proposal automation so you can win more business.

Deliver 100% transparency from bid to close for budgets, costs, demand, capacity and progress. Give your team members the right answers at the right time with knowledge management, enhancing onboarding and customer service. Drive customer loyalty with active collaboration and ongoing feedback and engagement surveys.

Use Upland PSA's intuitive analytics dashboards and reports to monitor business performance for profitability. Reduce revenue leakage with financial forecasting and streamlined customer billing and invoicing.

Upland PSA's flexible design enables approval workflows matched to your internal processes and efficient data exchange between front and back-office solutions, such as CRM, ERP and financial, and HR and payroll systems.

Companies of all sizes use Upland PSA to help build a predictable and repeatable services business with customer-centered professional services automation software.

Top 3 reasons why customers love Upland PSA:

1) Complete system configuration: Automate workflows and approvals to match the way your business runs today and easily make updates when you need to.

2) Start with the essentials: Get up and running quickly with what you need today with comprehensive capabilities for time and expense management, resource management, project financials, and project management. Add more advanced features when you’re ready.

3) Expertise ready to help: Leverage pre-designed or custom training to set your team up for success from Day 1.



Real Time Analytics

Project Workflow

Project Templates

Proposal Generation

Portfolio Management

Project Planning/Scheduling

Project Management

Gantt/Timeline View

Projections

Resource Management

Multiple Projects

Resource Allocation & Planning

Resource Scheduling

Project Accounting

Project Tracking

Percent-Complete Tracking

Reporting/Project Tracking

Budget Management

Quotes/Estimates

Mac OS

Web browser (OS agnostic)

Windows 10

Upland PSA is a modular system that can be deployed in its entirety or in distinct modules. It is priced on a per-user, per month basis, according to the modules deployed to your organization.

Litify vs Upland PSA

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