Litify review
A configurable legal platform for firms that need intake, matters, billing, and trust workflows together.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Litify is a cloud-based legal operations and practice management platform for law firms and corporate legal departments. It brings client intake, matter management, document work, timekeeping, billing, legal spend, trust workflows, reporting, and client communications into one configurable system. Access is available across web, iOS, and Android, making it suited to enterprise legal teams managing varied processes across offices, departments, or matter types.
Litify uses a contact-sales pricing model, so the buying process is oriented toward an individual evaluation rather than a published tier comparison. Its scope spans operational and financial workflows: dynamic intake questionnaires, legal service requests, matter plans, automated document generation, PDF editing, time capture, billing rules, invoice generation, budgeting, invoice review, and eBilling. Client portals support document submission, progress tracking, communication, and payments. Trust and IOLTA workflows add permissions, approvals, and audit records for firms that need structured handling of trust transactions.
The platform also fits teams that need an established business ecosystem. It is built on Salesforce infrastructure and integrates with Outlook, DocuSign, Workday, SAP, QuickBooks, NetDocuments, and iManage. AI-assisted drafting, summarization, conflict review, workflow automation, and time capture extend its focus beyond record keeping, while configurable dashboards and real-time analytics support operational oversight. Litify is a strong match for enterprise firms with complex workflows and multiple connected systems. Smaller practices or teams seeking a narrowly focused, quickly configured tool may prefer a simpler product.
Litify pros and cons
- Where it wins
- Configurable intake, matter plans, documents, billing, and analytics
- Trust and IOLTA workflows include permissions, approvals, and audit records
- Web, iOS, and Android access with broad business integrations
- Where it doesn't
- Sales-led purchasing adds a step before budgeting
- Configuration may require substantial workflow planning
- Its breadth may exceed the needs of smaller practices
Litify fact sheet, pricing and score →
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