Salesforce Litify: The Game-Changer for Legal Businesses

In the digital age, businesses are constantly on the lookout for innovative solutions that can streamline their operations, improve effic

In the digital age, businesses are constantly on the lookout for innovative solutions that can streamline their operations, improve efficiency, and enhance customer experience. For legal businesses, this solution comes in the form of Salesforce Litify. But what exactly is Litify, and how can it revolutionize your legal business? Let’s dive in and explore.

About Salesforce

Since its inception in 1999, Salesforce has proved itself to be a force to be reckoned with in the realm of Customer Relationship Management (CRM). Salesforce has empowered companies of all sizes, across various industries, to leverage potent technologies such as cloud, mobile, social, blockchain, voice, and artificial intelligence.

Also read – Industries that use Salesforce CRM the most

As the leading cloud-based CRM platform, Salesforce boasts of impressive statistics. It is used by over 150,000 customers worldwide, with 83% of Fortune 500 companies utilizing its services. The platform controls a significant 20% share of the overall CRM market. Businesses that leverage Salesforce reportedly increase revenue by an average of 20% and see an overall average ROI of 50%.

Also read – What are the advantages of Salesforce over other CRMs?

Salesforce offers robust data security, with data centers established in several major cities and 5 countries. Additionally, Salesforce’s AppExchange includes integral applications like DocuSign and Outlook, thereby enabling you to manage different business aspects from one platform seamlessly.

What is Salesforce Litify?

Salesforce Litify is a comprehensive, cloud-based legal management platform built on the world’s #1 CRM platform, Salesforce. It’s designed to transform the way law firms operate, offering a suite of tools that cover every aspect of legal operations, from client management to document handling, case management, and analytics.

Litify: A Strategic Salesforce Extension

In an impressive synergy, Litify was built on the powerful foundation that Salesforce provides. Litify is ideally suited for legal teams, offering a unique platform to manage legal matters, bill hours, and track spend. Litify and Salesforce’s combined platform offers five key attributes that provide a competitive edge to legal teams.

  1. Intuitive Experience: Both platforms are designed with user experience at their core, offering an intuitive, eye-catching interface that’s easily accessible on desktop and mobile.
  2. Flexibility: The platform’s high flexibility allows for customization, ensuring that the solution perfectly suits your business’s evolving needs.
  3. Value for Money: Leveraging Salesforce and Litify means you get two innovative platforms for the price of one.
  4. System Integration: Salesforce’s AppExchange enables you to integrate over 3400 additional apps, making Litify the comprehensive platform your firm needs for efficient operation.
  5. Security: High-grade security comes standard with the platform. Your subscription includes advanced security protocols, two-factor authentication, data encryption, user-level permissions, and multiple data centers worldwide.

Why Choose Salesforce Litify?

1. Flexibility and Security

Litify offers the configurability, security, and powerful analytical capabilities of Salesforce, the #1 cloud-based business software. It’s designed to adapt to your unique business needs, allowing you to integrate other systems or design new process automations and reports.

2. The Litify-Salesforce Advantage

Salesforce is the powerful base on which Litify is built, making it perfectly suited for legal teams. It allows you to manage matters, bill hours, and track spend, all in one platform. Here are some key attributes of the combined Litify-Salesforce platform:

  • Ease of Use: Salesforce is chosen by 150,000 customers worldwide for its intuitive design. Litify takes a human-centric approach to designing legal features, offering a tailored experience for each unique legal team.
  • Flexibility: The Salesforce platform is highly flexible, enabling your law firm to configure a solution that is perfectly suited for your business now and in the future.
  • Innovation: With both the Litify and Salesforce engineer teams working together, you can expect 8+ new, transformative product updates per year.
  • Integration: The Salesforce AppExchange allows you to integrate or install more than 3400 additional apps, making Litify the all-in-one platform your firm needs to run efficiently.
  • Security: Salesforce is one of the largest cloud-software companies in the world, they have invested heavily in the security of the platform. By extension, Litify customers benefit from the advanced security protocol that Salesforce offers.

3. Remote Work Capabilities

In the wake of the COVID-19 pandemic, Litify has proven to be a reliable tool for remote work. With its cloud-based system, law firms were able to transition into working remotely almost immediately.

Use Cases of Salesforce Litify

Litify is designed to cater to all types of law firms, including plaintiff, immigration, defense, in-house counsel, government agencies, and criminal. Here are some use cases:

  • Matter Management: Build matter plans relevant to each case type. Establish a consistent sequence of tasks for each litigation stage, assign each task to a team member, and set a level of priority.
  • Document Management: Create custom templates or use suggested Litify templates for commonly used documents like records requests, agreements, and motions to compel.
  • Time Tracking: Make billing a breeze by tracking the time you spend on each matter within Litify.
  • Real-Time Analytics: Customize dashboards and reports to quickly view matters by case type, litigation stage, assigned attorney or paralegal, and more.

Key Takeaway

  1. Salesforce’s prevalence and reliability, indicated by its use by 83% of Fortune 500 companies and 150,000 customers worldwide.
  2. Salesforce’s beneficial features such as various integrations (DocuSign, Outlook), wide reach (data centers in several major cities and five countries), and a significant market share (20% of the CRM market).
  3. The statistical benefits businesses experience using Salesforce, like a 20% increase in revenue and an average ROI of 50%.
  4. The synergistic relationship between Salesforce and Litify, especially beneficial for legal teams. This combination allows legal matters management, hours billing, and spending tracking all in one platform.
  5. Key attributes of the Litify-Salesforce platform: easy and intuitive experience, high flexibility, cost-effectiveness (two platforms for the price of one), easy integration of other important systems, and high-grade security.


Business growth happens when you connect the dots. Efficiency arises when you have an integrated workflow and collaborative environment. Salesforce and Litify make this vision a reality, leading to a business transformation that can take your organization to the next level.

Salesforce Litify is more than just a legal management platform; it’s a game-changer for legal businesses. With its flexibility, security, and comprehensive suite of tools, it’s poised to revolutionize the way law firms operate. Whether you’re a small law firm or a large legal corporation, Salesforce Litify can adapt to your unique needs and help you deliver better results for your clients.

Don’t leave your business’s critical capabilities to standalone legal technology vendors. Instead, trust in the forward-thinking combination of Salesforce and Litify. Your business’s future could depend on it. So, why wait? Embrace the future of legal operations with Salesforce Litify today.

Want expert help to implement, integrate, manage and support. Contact us for a free consultation.


  1. Salesforce AppExchange
  2. Litify Platform
  3. Salesforce Litify Advantage
  4. Remote Law Firm Software
  5. Litify for Every Law Firm

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