Litify review

The meeting of new technology and the legal profession has been on the rise at this age. It is more evident when lawyers and law firms are now using legal practice management software.

One of these software is Litify Platform. Designed as an all-in-one tool for law firms and in-house legal departments, Litify offers a lot of features for its subscribers.

This review is for lawyers and law firms looking for options on the perfect legal practice management software that works for them.

What is Litify?

Litify is a legal practice management software (PMS) that can be used by law firms or in-house legal teams to consolidate and simplify their work through this single software.

It works as a cloud-based system as it operates alongside Salesforce, a cloud software solution. One will have the benefits of these two programs when subscribing to Litify.

Through this PMS, law firms or in-house legal teams improve their operations by collaborating with each other more easily through its many tools and features.

How does Litify work?

Litify houses all the basic needs of the user. This includes task monitoring, matter management, billing, among others.

Litify is highly customizable to the needs of law firms or in-house legal teams. While Litify is the main software, users have different options on the features and other tools that they can subscribe to depending on different factors:

• if the user is an in-house legal team for a business or if they are a separate law firm
• the industry and legal practice area that the firm or legal team is working for

As such, Litify offers four main products:

• Litify Practice Management: suitable for law firms with high-volume billable work across different legal practice areas
• Litify Enterprise Legal Management: made for in-house legal teams of businesses and enterprises, no matter the industry
• Plaintiff Practice Management: designed for plaintiff law firms working for different legal practice areas and with high client and matter intakes
• Claims Litigation Management: for in-house legal teams of insurance companies doing claims litigation

Because of how these products are structured, Litify can be used by various entities, such as:

• law firms
• in-house legal teams
• government agencies
• nonprofit organizations

These main products will be explained further below, including the features that each product offers for these entities.

For an overview of how Litify works, watch this video:

More articles on managing a law firm and improving workflows can be found in our page on Practice Management.

What are the features of Litify?

Litify Platform offers these standard functionalities for its users:

• Automation: manual work is eliminated through the Platform’s tools, such as customizable automated processes across its different windows
• Insights: the Dashboard window will show the firm’s or the legal team’s performance through visual data and graphs
• Configuration: whenever desired, the windows and processes of Litify can be customized to fit the needs of the firm or the legal team
• Innovation: the software is regularly updated by Litify’s team to adjust with the users’ needs and improve their experience
• Security: users are rest assure that their data are properly secured and there are security protocols within the software

Specific features and tools will then vary depending on the product that the user has subscribed to. As initially discussed above, here are the four main products of Litify:

Litify Practice Management

Litify Platform becomes a Full Service Practice Management once it has all its features and capabilities, subject to rates prescribed by the support or sales team.

Here’s a quick look at the inclusions under Litify:

• Litify Platform
• Matter management
• Intake management
• Task management
• Unlimited reports & dashboards
• Customer Relationship Management (CRM)
• Microsoft Outlook integration
• Calendar integration
• Mobile app
• Full Sandbox

Customer Relationship Management (CRM)

As a full service practice management tool, Litify offers a Customer Relationship Management (CRM) tool. This is a centralized window that will show all the necessary information a lawyer needs for each client.

It also has a Conflict Check feature, which will prompt users if a case is possibly in conflict with a previous one based on the database of the firm or team.

Matters and documents management

Matters and documents management are also made easier through Litify.

In the Matter window, users can view tasks of different matters, which can also be automated so that lawyers can save more time.

Litify also has a centralized location for all the files and documents of clients and lawyers. These can be consolidated per matter, making it easier to locate files on time.

Documents management, as a Platform Extension, includes the following:

• Document generation
• Optical character recognition
• Full document previews
• Microsoft Word integration

Integration and syncing

There are third-party apps that can be integrated and synced into the Litify Platform. This helps centralize the user’s files, tasks, calendars, events, and deadlines into one program. No need to switch between windows because of the different programs used by a lawyer.

Intake management

Intake management is a feature of the Full Service Practice Management which may also be incorporated in the system as a Platform Extension.

This function helps firms accept clients through various means. An intake portal, along with a client portal, may be added to a user’s website. Status updates on client intakes may also be done in this Extension.

The portal can be reviewed through the Dashboard, where intake analytics can be seen.

Timekeeping and billings

When a lawyer is working on a specific case, Litify’s timekeeping tools will help them automatically capture billable hours on standard tasks. This is to help them later when adding up client’s payables through an accurate billing statement.

Litify’s billing features will help lawyers and firms get paid easily. It also has an automated bill review technology, which will correct any errors for a more accurate bill.

Litify Enterprise Legal Management

Litify Enterprise Legal Management (or ELM) is the product suitable for in-house legal teams. These may be legal teams of private businesses, or even government organizations.

Its features are essentially like the Full Service Practice Management, but with additional functionalities.

Document automation

In addition to matters and documents management (as discussed in the Full Service Practice Management), Litify ELM also offers document automation. Users can prepare documents by making templates. They can auto-fill these templates using the centralized information that is already in the system.

eBilling

Aside from the timekeeping and billings features (also discussed above) that are similarly available to Litify ELM, its ebilling portal has some additional features for ELM users.

Real-time commenting on invoices can be done through the eBilling portal, especially when collaborating with outside counsel on a case.

As a Platform Extension, eBilling includes the following features:

• eBilling portal
• Manual invoice creation
• Automated invoice review
• Matter status
• Direct messaging

Dashboards

The Productivity Dashboard is a staple feature for the different products of Litify. These will provide data-driven insights on each lawyer based on performance, efficiency, and risk.

Through the Dashboard, the firm is empowered to increase transparency among its partners and look at other important metrics, such as client satisfaction.

When an external counsel has been engaged for a specific case by the user, billing concerns can easily be seen through the Dashboard for Outside Counsel Oversight.

This will also help users monitor the matters handled by outside counsel and the ability to look at insights on their productivity.

Plaintiff Practice Management

Litify’s Plaintiff Practice Management Software is designed for plaintiff law firms. It has the following features, which are also found in the other products:

• CRM feature and Conflict Check
• Matter management
• Document automation
• Dashboards
• Integration and syncing

In addition to these, the Plaintiff Practice Management has some unique features:

Lead generation & ROI

Dashboards are enhanced with the ability to see customer information that will help targeted marketing campaigns by law firms.

Campaign ROIs can also be measured so that firms are guided on their marketing spending.

Client Portal

To improve the lawyer-client relationship, a client portal can be installed on the law firm’s website. This portal can work as a client intake tool where interested clients can reach out to the firm and provide information.

Moving forward, it can also work as a webpage where clients can check the status of their cases and communicate with the firm’s staff.

Claims Litigation Management

Claims Litigation Management is the product of Litify for an insurance business’s in-house legal department.

While this product has the features of Litify’s other products, it also has customed features for teams doing claims litigation.

Watch this video to know more about Litify’s Claims Litigation Management:

Other features

Litify has other features that are available to all products, although it may incur additional costs for the user.

Mobile app

Litify Platform works both as a laptop program and as a mobile app. This mobile app can also be customized according to the needs of the lawyer, so that what is only shown are necessary windows and features.

Litify Platform Extensions

On top of the Litify Platform are extensions or add-ons which users can leverage to improve processes. These will also enhance the existing tools of the Litify Platform.

These extensions will also vary if it is used by a law firm (Litify Practice Management) or by an in-house legal team (Litify Enterprise Legal Management).

Here the Platform Extensions that users can choose from:

• Document Management
• Timekeeping & Billing
• Client Portal
• eBilling
• Intake Management

How to subscribe

Interested subscribers can first request a personalized demo from Litify’s support team. They must answer initial questions, such as how many will use the software and whether users are from an in-house legal department or a law firm.

How much is Litify and what are its subscription options?

Litify’s subscription options would depend on whether it is for a law firm or an in-house legal team.

Litify’s Default Plan starts at $200 USD/user/month. However, their other prices for the subscription options are not shown on Litify’s official website.

An interested user will have to contact their sales team for an initial quote, which is also related to a request for a free demo with Litify’s team.

Integrations

There are many third-party programs that can be integrated into Litify. Here are just some of these programs:

• Calendar Rules
• Call Rail
• Case Status
• DocuSign
• LawGro
• LawPay
• Lexitas
• Microsoft Word
• Outlook
• RingCentral

How can I reach Litify’s support team?

A user can use the “Submit a Ticket” or “Submit Support Request” buttons found on Litify’s website to contact the support team. This is in addition to the email and contact numbers.

Other resources that are found on Litify’s website can initially help its users. It has the Litify Community, educational ebooks, blogs, videos, podcasts, upcoming events, webinars, and recordings of previous events or webinars.

Is Litify good to use?

Litify brings many advantages for its users – from managing multiple tasks and matters, to billing and timekeeping, and client intake tools.

It’s an all-in-one software that can help users automate and simplify workflows, so that the time previously allotted for these may be used on other more important tasks.

The software has options for law firms or for in-house legal teams. Either way, it can be customized so that it fits the needs of users in the firm or team.

Interested in more articles on how technology can improve the day-to-day tasks of lawyers and law firms? Head over to our Legal Technology section to find out how tech supports the practice of law.