Litify
Litify is a Salesforce-native legal operating platform for in-house legal departments and law firms, spanning legal service request through matter resolution. It combines Intake, Matter Management, Document Management, Time and Billing, Spend Management and Reporting with LitifyAI and the agentic Litify ACE assistant, plus integrations to Outlook, iManage, NetDocuments, SAP and DocuSign. Legal teams gain standardized workflows, automated invoice review against billing rules and live dashboards that replace spreadsheet tracking.
About the product
Litify is an AI-native legal operating platform built on Salesforce that gives corporate legal departments and law firms one system for intake, matters, documents, billing and outside counsel spend. It replaces the disconnected mix of shared drives, email inboxes and spreadsheets that makes legal work difficult to track, measure and report on.
Key features of Litify include:
- Matter Management: Standardizes matter records, task lists, activity timelines and configurable workflows across litigation, IP, real estate, employment and commercial work.
- Legal Intake Automation: Dynamic questionnaires and a legal service request agent capture business requests, run conflict checks with fuzzy matching and route work to the right owner.
- Spend and E-Billing: Processes domestic and international invoices, applies automated billing rule compliance checks and tracks outside counsel spend against matter budgets.
- LitifyAI and ACE: Ask and Draft query documents and matter data across the whole organization, while the ACE agentic case expert handles time capture, summaries and other admin.
- Reporting and Analytics: A no-code reporting engine builds dashboards on live platform data so legal leaders monitor cycle times, workload, spend and matter outcomes in real time.
Best for: Corporate legal departments and high-volume law firms that want one Salesforce-based platform for intake, matter, document and outside counsel spend management.
By running legal operations on Salesforce infrastructure, Litify gives general counsel a defensible record of every matter and a measurable view of department performance, while cutting the administrative work that keeps lawyers from substantive legal advice.
Litify is a Salesforce-native matter management and legal operations platform that unifies intake, documents, e-billing and reporting for corporate legal departments and law firms.

