Litify, Accounting Seed and AI working as one system, with your people deciding.
Most firms on Litify have a strong case system and a separate world of spreadsheets around it. Settlements are approved in Litify, but attorney commissions are worked out in an Excel macro. Case costs are entered against matters but post to the wrong accounts. Checks clear at the bank but still show as outstanding in the ledger. Every gap needs someone who knows the workaround, and every pay period depends on that person. AI for law firms starts by closing those gaps: one data model from matter to settlement to fee to payroll, rules held as data instead of formulas, and Accounting Seed posting the way your accountant expects. Then AI takes on the repetitive work around it. It suggests bank matches, classifies expenses, reads intake and documents, and answers routine questions, while a named person approves anything that touches money or a client.
We connect the systems a law firm runs on (intake, Litify matters, documents, telephony, Accounting Seed and payroll) so case data and money move between them without spreadsheets in the middle, then add AI where it saves real hours.
Approved settlements flow into each attorney's statement automatically, late approvals roll into the next run, and every settlement is paid exactly once.
Each expense type posts to the right account, advances are relieved when costs are recovered at settlement, and write-offs follow a clear rule.
AI ranks likely matches for unmatched bank transactions by payee, memo, date and amount. Accounting accepts or rejects each one.
AI reads intake forms, medical records and correspondence, extracts the key facts into the matter and flags what needs a person's review.
Attorneys ask why their commission is what it is and get an answer built only from their own statement lines, with permissions respected.
MSOs and multi-office groups share one finance and data standard, configured per firm, so each new firm starts from a proven setup.
AI for law firms on Litify takes on the repetitive work around cases and money: reading intake and documents, suggesting bank matches, classifying expenses and answering routine questions. It works inside Litify and Salesforce, and a person approves anything that changes a financial record or affects a client.
Yes, with the right build. Commission plans, tiers, fee splits and overrides can be held as Salesforce data, so approved settlements feed attorney statements and a payroll export directly instead of going through an Excel workbook.
No. We work with the Litify and Accounting Seed orgs you already have: fixing how they connect and post, and adding automation and AI on top, rather than replacing either system.
No. We design and build the systems. Your accountant decides how transactions should be treated, and your firm stays responsible for trust accounting and bar rules. We build to the treatment they confirm.
Book a free Next-Step Review or take the AI Readiness Assessment. We look at one workflow, such as commissions, case costs or bank reconciliation, and show you what fixing it involves.
Talk to our Litify and Accounting Seed team about commissions, case costs, reconciliation and where AI saves your staff time.
Tell us how your firm runs Litify, Accounting Seed and payroll today. We'll show you where the manual work is and what it takes to remove it.
Most firms have one workflow that only one person understands. Take the free AI Readiness Assessment and get a practical roadmap for connecting your case system, your books and AI.
Take the free AI Readiness Assessment
