Litify

What it is

Litify is a legal operating platform built natively on Salesforce. One data model covers intake, matter management, documents, time and billing, reporting, and, for corporate legal departments, outside-counsel spend and e-billing. Because it runs inside Salesforce, a firm gets Salesforce’s permissions, Flow automation, AppExchange apps and APIs on its legal data without a separate integration layer.

Founded in 2016, Litify sells to two markets. Law firms are the core: high-volume personal injury, insurance defense and immigration practices. Corporate legal departments are the second, built on LegalStratus, the Salesforce-based e-billing product Litify acquired in June 2021. Bessemer Venture Partners bought a majority stake in February 2023, when Litify said it had reached profitability. At its March 2026 relaunch it cited 55,000+ legal professionals and 450+ enterprise clients; the site now says 70,000+ users.

What changed in 2026

Litify rebranded on March 9, 2026 as an AI-native “Platform of Action”. The claim is that the platform does the next step of the work rather than only storing the case. Three releases back that up:

• Litify ACE (Agentic Case Expert), March 31, 2026. A case agent that recommends which intakes to convert, sends client reminders, flags gaps in insurance coverage, requests damages records, and drafts interrogatories and gap analyses during litigation. The launch release named no customers and gave no performance figures.
• LitifyAI Time Capture, May 19, 2026. Passive time capture built with Billables AI. It turns attorney activity in Microsoft 365 into draft time entries matched to a client and matter, with attorney review before anything is final. The “up to 30% more billable time” figure is a vendor claim.
• LitifyAI Instant Demands, June 23, 2026. Built with Supio. A damages assistant builds a source-linked medical chronology, a policy agent tallies damages against policy limits, and once a threshold is hit the system drafts the demand letter and a cited exhibit packet. Litify estimates 40+ manual hours saved per case and 20-50% of pre-litigation work automated, both vendor figures.

Pricing reality

Litify publishes no prices. Software Advice lists a starting price of $150 per user per month. Independent reviewers put the all-in cost, Litify plus Salesforce licensing, at $150-300 per user per month for mid-size firms. Implementation is the larger surprise: plan for 3-6 months with a Salesforce implementation partner. ITQlick puts implementation at $50,000-200,000+, and firms with custom intake and settlement workflows land at the top of that range.

For a 40-user firm at $200 per user per month, the licence line is about $96,000 a year before services. Ask for three separate line items: the Litify subscription, the Salesforce platform licence, and each LitifyAI capability. The press releases do not say whether ACE, Time Capture or Instant Demands are included or sold as add-ons.

Best for

Operations directors and managing partners at personal injury, insurance defense and immigration firms of roughly 20+ attorneys (50+ is the comfortable zone) that already run Salesforce or have a Salesforce admin on staff, and want intake, case work, demands and reporting in one system. It also fits legal operations teams in corporate departments that want matter management and legal spend management inside the company’s existing Salesforce org.

Alternatives and when to pick them

• Clio — the market-share leader in practice management, with published per-user prices and a large app marketplace. Pick it for general practices and firms under 20 lawyers that need no Salesforce admin.
• MyCase — the other large small-firm platform, now part of 8am. Pick it when a small firm wants billing, payments and a client portal in one published-price product.
• Filevine — the fastest-growing challenger in plaintiff-side case management, after raising $400M at an estimated $3B valuation in September 2025. Pick it over Litify when you want the same PI depth without owning a Salesforce org. See Filevine vs Clio.
• Supio or EvenUp standalone — pick one when demand letters are the bottleneck and you do not want to replace your case system.
• Brightflag or Onit — for corporate legal departments whose main need is e-billing and spend control rather than matter work on Salesforce.

If none fit, keep your current case system and fix intake first: one intake form, a conversion-rate report by source, and a weekly review of stalled matters.

Watch-outs

• You are buying Salesforce administration. Reviewers repeatedly name the learning curve, a crowded interface, and the need for a Salesforce admin to customise it. Guard: budget an in-house or retained Salesforce admin before signing, and have them sit in the technical demo.
• Salesforce limits become your limits. Some reviewers report support answers that a problem is Salesforce’s, not Litify’s. Guard: in the contract, name who owns platform-level incidents and the response time for each, and test page speed with your own data volume during the pilot.
• The agent claims are young and unaudited. ACE and Instant Demands launched between March and June 2026 with vendor-only numbers. Guard: run 20 closed cases through Instant Demands and compare letter quality, cited exhibits and hours against what your team produced.
• No official MCP server. Litify exposes Salesforce APIs and ships its own agents, but no vendor MCP server for Claude or other outside agents. Guard: confirm API access and bulk export terms in writing, including at exit. Background: MCP server explained.

For the intake side of this purchase, see legal intake.