Litify

Review of Litify Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Litify

Litify is a cloud-based legal practice management platform designed for various legal practices including personal injury firms, insurance defense practices, immigration firms, corporate legal departments, and claims litigation teams. The platform features role-specific automation, highlighting critical tasks and information based on team members' responsibilities throughout the matter lifecycle. Its analytics engine provides a real-time source of truth with data filtering options to address business questions. Litify allows no-code configuration for customizing workflows, reports, and views without technical expertise. It maintains enterprise-grade security to protect sensitive information, control access based on roles, and block suspicious activity. Additionally, the solution includes matter management, document management for organizing legal documents, conflict checking, timekeeping, billing features, and mobile functionality. These capabilities support legal operations from intake management to document automation.

Litify Screenshots

Litify Features

Features of Litify
Calendar Management
Client Portal
Communication Management
Contract/License Management
CRM
Document Generation
Expense Tracking
Mobile Access
Reporting & Statistics
Task Management

Litify Integrations

QuickBooks Online logo
QuickBooks Online
Microsoft Outlook logo
Microsoft Outlook
NetDocuments logo
NetDocuments
Accounting Seed logo
Accounting Seed
Docufree logo
Docufree
Docusign logo
Docusign

Customer Reviews

See why people love Litify

5 Star
50%
4 Star
20%
3 Star
10%
2 Star
20%
1 Star
0%
Ibukunoluwa S.

Ibukunoluwa S.

Verified User

Law Practice · 51-200 employees

Used daily for less than 12 months
Dec 22, 2025

Litify Enhances patient workflow

Litify is a great app that improves operational efficiency and reduced no-shows

What they liked
  • Enhanced patient experience and automated patient engagement
Room for improvement
  • It streamline appointment scheduling and reminders

Lance F.

Verified User

Law Practice · 11-50 employees

Used daily for less than 12 months
Dec 22, 2025

Litify for Data-Driven Decisions

Our firm has gotten so much insight into our data, allowing us to make data-driven decisions not based on a "feeling" or hunch related to the business side of law.

What they liked

The extensive customization capabilities, reporting and dashboards for our leadership team

Room for improvement
  • The initial implementation is a large undertaking
Switched From

Reporting and dashboard capabilities needed for our leadership team.

Why they chose it

"Familiarity with the Salesforce as an admin."

Verified Professional

Architecture & Planning · 2-10 employees

Used monthly for less than 12 months
Dec 22, 2025

Little really helped

We used this when we were going through litigation on a project and it really helped us get the answers we needed.

What they liked
  • Very user friendly, easy to use
  • The ai integrations were really awesome to see and I was able to get so many answers very fast
Room for improvement
  • It’s a bit on the pricier side and the user interface was a bit challenging to understand
  • But overall 4 stars

Emily L.

Verified User

Law Practice · 5001-10000 employees

Used daily for less than 12 months
Dec 22, 2025

Not for Litigation Use

I was actually part of the trial of it, and I found that the developers knew absolutely nothing about civil litigation. This program is geared towards presuit case management only, so the name Litify doesn't really fit at all.

What they liked
  • The ability to text clients on their cell phones
Room for improvement
  • Lack of discovery tracking program
  • The dashboard in this program is only for pre-suit negotiation tracking
  • There's no component to help with tracking the discovery process
Switched From

The law firm I worked at was the company creating Litify, so it was mandatory. We switched from Aderant Client Profiles - not available in pull down list.

Mike A.

Verified User

Food & Beverages · 11-50 employees

Used daily for free trial
Dec 22, 2025

Litify review

Overall it was a great experience using litify and I would recommend to anyone interested in looking for anyone

What they liked

Very easy to use definitely see the value for money one of the better products out on the market recommend

Room for improvement

I found that the only issue was it was slightly hard to share other than that four stars across the board

Nolan E.

Verified User

Law Practice · 11-50 employees

Used daily for more than 2 years
May 28, 2026

Great detail-oriented product

Verified reviewer

What they liked
  • Customizable; many data points with good ability to filter and sort
Room for improvement
  • Can be overwhelming with so many options and data points
  • Visual UI might be a little more welcoming or user-friendly, especially for admin uses
Switched From

Anticipated a need for scalabilty and automation; wanted more granular data collection and analysis without so much manual work up.

Susan F.

Verified User

Law Practice · 51-200 employees

Used daily for less than 2 years
May 28, 2026

Two Years and Problems Daily

We have been using Litify for two years and not one day goes by where we don't have an issue with some aspect of Litify. There was an issue when our org was created and our documents were migrated from Needles and we have spent months trying to get everything resolved so Litify will work properly. So far, that has not been accomplished. When support fixes one issue, it "breaks" something else. All they want to do now is push us to purchase LSAP to fix issues that we didn't create. 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. Cons: The fact that they tied themselves to Salesforce causes many headaches that involved an unacceptable answer of "Sorry we cannot do anything about it, because of Salesforce". The platform has too many bells and whistles which make navigation difficult. 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.

What they liked

The Reports are nice, however, extremely difficult to create without extensive training

Room for improvement

There are way too many steps to accomplish one simple thing and the layout does not work for our law firm - there is a lot of frustration among all users

Switched From

We were having an issue with the Needles calendar syncing with Outlook. We were ASSURED that would not be an issue with Litify. It has turned out to be an even bigger issue with Litify than it was with Needles.

Why they chose it

"I was not involved in the selection or decision."

Braya E.

Verified User

Law Practice · 501-1000 employees

Used daily for less than 2 years
May 28, 2026

Love It! Easy to use!

it was easy and quick to learn to use. I learn how to use the software in one day with training and I love it.

What they liked
  • Its easy to use
  • I didn't have any issues learning to use this software
  • Every thing was so easy to find
Room for improvement
  • you cant look up people by their birthday
  • I dont like the fact that you have to use the clients name or account number
Jessieah M.

Jessieah M.

Verified User

Entertainment · 2-10 employees

Used monthly for less than 6 months
May 28, 2026

Litify Review

Litify is a powerful, Salesforce-based legal management platform ideal for firms seeking robust case tracking and automation – but its complexity, learning curve, and occasional performance issues may deter smaller teams looking for simplicity.

What they liked

Offers comprehensive case management & reporting built on Salesforce, enabling firms to centralize case data, automate tasks, and improve team communication and efficiency across offices

Room for improvement

Steep learning curve and setup complexity, with users frequently reporting slow document handling (especially in its Docrio module), limited intuitiveness, and occasional integration issues

Peter M.

Verified User

Retail · 51-200 employees

Used monthly for less than 12 months
May 28, 2026

Highly customizable, cloud-based, and capable of automating tasks

It allows for remote access, which can boost team efficiency. Automated reminders and follow-ups save significant time

What they liked

Combines legal case management with CRM, allowing for unified handling of client and workflow information

Room for improvement

The platform is considered expensive, particularly since it's built on top of Salesforce, and it feels we are paying for a product we do not fully own

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