For law firms

The Litify specialists law firms trust to build, automate & support

We have deep, hands-on Litify experience across firms of every size and case type — and we know exactly how to configure, automate, and optimize it around how your firm works, to best practice.

Litify experts 15+ Litify certified Best-practice automation Ongoing support
0+
Law firms served
0
Clients served
0+
Salesforce certifications
0+
Litify certified
0/5
Delivery rating
A team, not a single hire

One full-time developer, or a whole team?

Hiring one Salesforce developer is expensive and gives you a single skillset. Our team gives you every skill your firm needs — including real law-firm know-how — for a fraction of the cost.

One full-time Salesforce developer

$140k+ / year
  • One person, one skillset
  • Months to hire and ramp up
  • No 24/7 or after-hours support
  • No cover for urgent escalations
  • Full salary even with no active work
  • A single point of failure — vacations, sick days, turnover
  • No QA, no second pair of eyes
  • No law-firm expertise
VS
Recommended

A whole team with CRM DEBUGZONE

Pay only when you need it
  • Litify specialist
  • Salesforce specialist
  • Developer
  • Solution architect
  • Data specialist
  • Admin & ongoing support
  • No spare cost, no unnecessary cost
  • 24/7 support
  • Urgent support for any escalation
  • Dedicated QA team — tested before it reaches you
  • Peer-reviewed work — a second expert checks every change
  • No gaps for holidays or sick days
  • Always current on Salesforce & Litify updates
  • Professional attorneys on our team who understand your pain points — and think from a technical standpoint too, so we design processes that actually pay off for your firm through real efficiency.

Every skill on demand — no hiring risk, no ramp-up, no single point of failure.

We've done your kind of work

Proven across firm sizes and case types

From solo practices to large multi-office firms, and across nearly every practice area — we've built and automated Litify for firms like yours.

Large firms

Complex, multi-team operations standardized and scaled.

Mid-size firms

Growing firms that need automation to do more with less.

Small firms

Right-sized setups that punch far above their weight.

Personal injury Workers' compensation Mass tort Medical malpractice Employment Product liability Class action Immigration Family law Insurance defense + any practice area
Deep Litify expertise

We know every Litify object — and how to automate it

Not surface-level. We understand how each Litify object works, so we can configure and automate any part of a matter to best practice.

Custom matter plans per case type
Automated & dependent task sets
Task sets on specific criteria
Standard, custom & role-based team assignment
Expense, damage & resolution creation
Transactions
Request & negotiation creation
Treatment, injuries & roles
Document & template generation
Event creation
Any record on specific criteria
Custom workflows
Custom LWC components
Custom screen flows — UI, validation & data capture
Remove manual work

We turn manual busywork into automated processes

The repetitive work that eats your team's day becomes automatic — accurate, consistent, and hands-off.

Before — manual

  • Copying data between systems
  • Texting and emailing clients by hand
  • Logging every call manually
  • Chasing signatures over email
  • Building documents from scratch

After — automated with us

  • Data synced automatically across tools
  • Automated SMS & email at each stage
  • Calls logged and matched to the matter
  • E-sign sent and tracked automatically
  • Documents generated in one click
Integrations built for law firms

We know what to integrate — and why

We've built integrations specifically for law firms, to best practice, without disrupting your existing workflow.

SMS automation

Auto-texts driven by your matters.

Call automation

Calls logged and routed automatically.

Click-to-call UI

Dial straight from the record.

Outlook & Gmail

Two-way email & calendar sync.

E-signature

Sent & tracked from the matter.

Payments & billing

Connected to accounting.

Document automation

Generate legal docs in one click.

Any API

If it connects, we can integrate it.

We also connect QuickBooks, DocuSign, Slack, CallRail, SMS-Magic, Google Sheets, fax, and more.

Best practice, no disruption

We improve and automate — without breaking how your firm already works

Everything we build follows Salesforce & Litify best practices and respects your current process, so your team gains power without a painful change.

Built to best practice
No disruption to your workflow
Delivered by certified experts
AI for law firms

Add AI where it saves real time

We bring ChatGPT & Claude into your Litify org — securely, with guardrails.

ChatGPT & Claude integration

Leading AI inside your matters.

Document summaries

Key facts & dates in seconds.

Intake triage

Screen and route leads instantly.

Drafting

First drafts in your firm's voice.

Client chatbots

Answer & capture leads 24/7.

Data & reporting

Clean dashboards, automatically.

Ready to get more from Litify?

Let's talk about your firm — we'll show you exactly how we'd configure, automate, and support Litify for you.

Schedule a Call