Litify Implementation and Configuration
• Workflow Discovery
• Intake and Matter Configuration
• Roles, Permissions and Sharing
• Page Layouts and Record Types
• User Training
• Go-Live Support
Litify Consulting, Customization and Integration Services
Litify is a legal practice and operations platform built natively on Salesforce, covering intake, matter management, documents, reporting and more. Litify implementation and integration services make that platform fit a firm's real workflows: configuring it, extending it safely, and connecting it to the intake, telephony, document and finance systems the firm already runs.
Innovation & Scale
Secure & Reliable
Overview
What Does a Litify Implementation Partner Do?
Litify provides the platform; an implementation partner adapts it to your firm. That means mapping intake and matter workflows, configuring Litify and Salesforce, building integrations, migrating data from legacy case management systems, and handing over a setup your administrators can maintain. The platform vendor, your firm and the implementation team each own different parts of that work.
We help firms with:
Intake and Lead Management
Matter and Case Workflows
Document Handling
Telephony and Communications
Finance and Accounting Sync
Reporting and Dashboards
Data Migration
Multi-Firm Standards
AI-Assisted Workflows
The goal is a Litify org that supports how your attorneys and staff actually work, and stays maintainable as the firm grows.
Why It Matters
Where Litify Projects Run Into Trouble
Most Litify problems are not platform problems. They come from integration and customization decisions made under deadline pressure:
Intake Data That Never Reaches the Matter
Integrations That Fail Without Anyone Noticing
Duplicate Contacts and Matters
Custom Code Nobody Can Maintain
Reports Built on Inconsistent Data
Different Firms, Incompatible Workflows
Slow, Risky Releases on a Live Org
Have a Litify Backlog or Integration Project?
Outcomes
What a Well-Implemented Litify Org Delivers
Faster, Cleaner Intake
Inquiries are captured once, matched to existing records and routed to the right team.
One View of Every Matter
Contacts, documents, tasks and communications live in one place.
Reliable Integrations
Each connected system has a defined owner, and failed transactions are visible.
Maintainable Customization
Configuration and Flow first, with custom code only where it earns its place.
Trustworthy Reporting
Consistent data that partners and operations leaders can act on.
Safer Releases
Changes tested in a sandbox and deployed with a rollback plan.
Room to Grow
Shared standards that work across practice areas and firms.
AI Where It Helps
Practical AI for intake and documents, with human review built in.
What We Do
Our Litify Services
Litify Integrations
• Web and Form Intake
• Telephony and Call Tracking
• Document Management
• Accounting and Finance
• E-Signature
• Email and Calendar
Litify Customization
• Flow Automation
• Lightning Web Components
• Apex Where Needed
• Upgrade-Safe Design
• Regression Testing
• Design Decision Records
Data Migration
• Source System Analysis
• Field Mapping
• Data Cleansing and Deduplication
• Trial Migrations
• Reconciliation Reports
• Cutover Planning
Reporting and Dashboards
• Intake and Conversion Reporting
• Matter Pipeline Dashboards
• Staff Workload Views
• Financial Reporting
• Data Quality Checks
Multi-Firm Delivery
• Shared Data Standards
• Firm-Specific Configuration
• Release and Approval Process
• Access Boundaries
• Reusable Components
• Consolidated Reporting
AI Workflows for Litify
• Intake Summarization
• Document Extraction
• Native vs Custom Assessment
• Human Review Steps
• Evaluation Criteria
Ongoing Litify Support
• Enhancement Delivery
• Admin Support
• Release Management
• Integration Monitoring
• Seasonal Release Reviews
Systems We Connect to Litify
✔Web and Form Intake✔Telephony and Call Tracking✔Document Management✔Accounting and Finance✔Marketing Automation✔Data Warehouse and BI
Technology Stack
Salesforce Tools We Use on Litify
Litify runs on Salesforce, so every extension uses the same proven platform tools.
- Salesforce Flow
- Apex
- Lightning Web Components
- Salesforce REST and Bulk APIs
- Platform Events
- Middleware and iPaaS
- Experience Cloud
- Salesforce Reports and Dashboards
Our Process
How We Deliver Litify Projects
Each stage ends with something you can review: a backlog, a design, test evidence or a handover pack.
Assess
Review the current org, workflows and integration backlog.
Design
Decide configure vs Flow vs code, and define data ownership.
Build
Configure, develop and integrate in a sandbox.
Test
Regression and integration testing with recorded evidence.
Release
Staged deployment, training and documentation.
Support
Enhancements, monitoring and release reviews.
Have a Litify Backlog or Integration Project?
WHYCHOOSE WEBUTERS FOR LITIFY
We bring the Salesforce platform and integration depth that Litify projects depend on, and we document every decision so your team can own the result.
Certified Salesforce Partner
Integration Engineering Depth
Configuration-Before-Code Approach
Experience Customizing Packaged Salesforce Apps
Staged Releases on Live Orgs
AI Engineering Where It Adds Value
Flexible Engagement Models
Related Salesforce Work
Salesforce Projects Relevant to Litify
Litify runs on Salesforce. These Salesforce projects show the integration and packaged-app customization skills Litify work relies on.
IntegrationReal-Time Salesforce–NetSuite Sync with SnapLogicProjects, invoices and transactions synced in real time through SnapLogic for a US professional services firm.Real-time Project & invoice sync
IntegrationSalesforce and NetSuite Integration for a NonprofitField mapping, custom logic and automated sync between Salesforce and an ERP across the lead-to-invoice process.65% Operation improvement
Custom AppsExtending Salesforce Accounting SeedStaged customization of a packaged Salesforce application on a live system, without breaking existing processes.60% Faster Order Processing
FAQ'S
A: Litify is a legal practice and operations management platform built natively on Salesforce. It covers intake, matter management, documents and reporting, and inherits Salesforce's security, automation and integration capabilities.
A: Litify provides and supports the platform. An implementation partner configures it for your firm, builds integrations and customizations, migrates data and supports ongoing enhancements. Your firm owns the workflows and decisions.
A: Yes. Because Litify runs on Salesforce, it can connect to intake forms, telephony, document management and finance systems through Salesforce APIs or middleware. We define the trigger, data ownership and failure handling for each integration.
A: Only when configuration and Flow cannot meet the requirement. Code adds maintenance and testing responsibility, so we document why each custom component exists and keep it within supported extension points.
A: Cost depends on the workflows in scope, the number and complexity of integrations, data migration volume and quality, custom development, testing, training and ongoing support. Litify licences are separate from implementation fees.
A: Yes. For groups of firms we agree which standards are shared, what stays firm-specific, who approves changes and how releases are coordinated, so firms keep their own workflows on a consistent foundation.
Litify on Salesforce
Make Litify work the way your firm works.
Implementation, integrations and customization for law firms and legal operations teams.
Discuss your Litify project
Tell us about the workflow, integration or customization you are planning. We will help you scope it and build it without creating maintenance problems later.