Litify Reviews

“helpful case organization tool

Pros

Keeping client files and active cases organized is much more manageable with this software. There's space to store and quickly access most of the key information and it also helps put a consistent process in place without much hassle.

Cons

It would be better if it offered more flexibility for the specific needs and preferred views of different businesses or departments. The data migration process could also work better especially when moving information between different programs.

“quicker data entry, confusing URLs

Pros

Getting through forms is faster since I can move from field to field quickly and fill in the information without much delay. Overall it works pretty well.

Cons

The part I like least about it is how it handles URLs. It would be much better if links could be converted into something that can be attached or added by file name instead.

“highly customizable tool

Pros

The open cases list is set up in a really helpful way since cases can be organized by stage. It feels like a highly customizable system overall and that makes practice management much more efficient.

Cons

What I'd like it to handle better is sub-categorizing cases. For example with a vehicle or personal injury matter, it would be useful to also categorize the defendant like Geico, Liberty Mutual and similar parties.

“Great to work with!

Pros

Litify is very easy to use and I really like how many options there are for setting up the workspace the way I want. Overall it is very user friendly and pleasant to work with.

Cons

To be honest I have no cons to share!

“highly recommended!

Pros

Its interface is very user friendly, with a clean layout that makes everything simple to use and navigate. I'd gladly recommend this application to just about anyone I know.

Cons

It gets annoying whenever I choose a specific case and it opens in a new tab. That leaves me with a bunch of unnecessary tabs open.

“clean interface and helpful tools

Pros

The Docrio add-in stood out the most and the overall look of the platform feels polished. When our firm moved over to this system, getting used to it did not take long at all which made the transition much easier. The Conversations box has also been a helpful feature.

Cons

One thing I would change is having the latest case note show up on the Details page. At times, there are also so many folders that it starts to feel a bit counterproductive.

“Offer clear workflow visibility

Pros

Using Litify makes it really simple to see the work other team members have already completed which helps a lot when staying on top of a case. It does take some time to learn and fully understand how everything is set up though.

Cons

I still have trouble with some of the mapping and figuring out where certain things are supposed to go. There are times when I am looking for a lien or damage item and the documents don't generate where I expect them to. I have also run into issues where it won't let me copy from the intake folder or I think I am working in the matter but somehow realize I ended up in Intake instead.

“Nothing much to like!

Pros

There hasn't been a lot that stands out positively. It takes too many clicks to get into folders and similar areas and we also get far too many marketing emails that aren't relevant to our team.

Cons

For several years, Stoy Law has been trying to get [sensitive content hidden] removed from your email bank. Unfortunately, we are still receiving emails addressed to [sensitive content hidden].

“too many steps for basic tasks

Pros

The search feature is the strongest part of the software. It lets me locate what I need without too much trouble.

Cons

Getting even simple things done requires far too many steps. On top of that the price feels completely out of proportion for what our team needs.

“Fits the specific needs

Pros

I find it pretty decent and easy to work with. Also it can be adapted to fit your specific needs and the reports it generates really help us track our efforts and see where our focus should be.

Cons

There was definitely a learning curve at the beginning and I needed some training to get comfortable with it. Once I got used to how it works though, it became a very valuable tool for our law firm and after that initial training it was excellent.

“Pretty easy to use tool

Pros

There are lots of ways to manage and adjust a file after uploading it into Litify. The app is easy to use and moving files from one matter to another is simple. The interface doesn't take long to learn and most of it feels very self-explanatory once you start using it.

Cons

The app does crash occasionally. There are also a few minor instances where files take longer than expected to upload. When uploading large batches especially 50+ files, performance can slow down. It's not something that happens all the time but I have also seen Party entries duplicate themselves when adding one to a matter.

“Well organized and quick to navigate

Pros

Navigation is very easy and the layout is well organized so getting to the information I need doesn't take long. One feature I really appreciate is being able to edit chatters after they've been posted which helps avoid extra confusion later on.

Cons

Well the updated color scheme isn't my favorite because it feels a bit too bright. I also wish some functions would save automatically whenever changes are made.

“Packed with useful features

Pros

Using Litify has been not been a issue at all and the modular setup lets you build things out in a very flexible way. It's a strong platform with a lot of features that really help simplify and organize casework.

Cons

One part that still trips me up is that not every Salesforce feature carries over into this tool. I was very used to working in SF so not having access to some of those familiar, reliable tools took some adjustment.

“versatile layout that delivers

Pros

One thing I enjoy most about it is its compact layout. It feels simple to navigate and flexible enough to work well for just about any company.

Cons

Every now and then, it does take longer than expected to load which is one part of the experience I don't enjoy as much.

“Powerful reporting and helpful support

Pros

The customer support team and onboarding materials have been very helpful and the platform keeps getting better through regular updates and new features. Its reporting tools and dashboards are a real strength, giving firms visibility into performance and the progress of their cases.

Cons

At times the platform can be slow and doesn't perform as well as it should. Uploading documents and sending them can take a few minutes to complete.

“useful features but document uploads drag

Pros

It is pretty user friendly and it's easy to access with plenty of really cool features built in. File sharing is especially fast and convenient which has been a big plus.

Cons

It can slow down when opening large documents and it still doesn't support every file type. Document management also feels less smooth than it should and when uploading hundreds of documents, renaming each one takes way too much time.

“clear layout but slower performance

Pros

Working in Litify is very easy and collaborating with others on a case is simple. The learning curve is excellent so training can happen quickly without sacrificing accuracy. Its layout is also very clear which leaves little room for confusion or second-guessing.

Cons

The website works very slow, almost like it's running on servers that are running out of capacity. It's definitely slower now than it was when I first started using it a couple of years ago. The integration with Banjax is the biggest frustration since it's hard to tell whether a document was actually sent or if it only began processing.

“cleaner layout, clearer work

Pros

The updated design looks fantastic as it is bold in the right places, easier on the eyes and overall much clearer to read and work with.

Cons

It can still feel hectic when searching through multiple claims that have the same name. Matching a company or medical facility to several claims can also be frustrating.

“Offer great value for the price

Pros

Running case management through Litify has been very easy. It keeps case information well organized and from an admin side, creating and customizing objects is simple. That cuts down development time and makes the platform feel like a strong value for the money.

Cons

Some features are limited in how you can use them which sometimes forces you to build a complicated workaround. On top of that certain updates have made the system feel a bit slower at times.

“powerful workflows and reporting

Pros

Working in Litify felt very natural thanks to its user friendly layout and the way it connects well with Salesforce which made case management much more efficient and easy to handle. The automation features, flexible workflows and real-time reporting were especially valuable, helping the team stay organized, collaborate better and boost overall productivity.

Cons

A few parts of the platform took some time to learn, particularly the more advanced reporting and customization tools and certain tasks involved multiple steps that felt a bit time-consuming in the beginning. There were also occasional slowdowns in the system during busy usage periods.

“User-friendly software!

Pros

It is very easy to use and the layout is simple to work with. Downloading files and sharing them with people both inside and outside the organization is also really convenient which I like.

Cons

Whenever there's an update or a new rollout some features that weren't part of the update tend to act up and show glitches or error messages.

“Good tool

Pros

From the beginning I find the platform very user friendly so getting around and working in it has been hassle-free and easy.

Cons

Every now and then, frustrating errors suddenly appear on the website and interrupt what I am doing. When that happens, I cannot continue on the same page and have to refresh it. The downside is that all the content and text I had carefully prepared gets lost which is really discouraging.

“Useful outlook posting and notes

Pros

One feature I really enjoy is the search column and the Litify note tab is especially useful since I can create a note and start a chatter directly from that note. Another thing I really like is being able to send an Outlook message straight into it without having to copy and paste anything manually. The expense spreadsheet is also a nice feature and works well for me.

Cons

There are still a few things that make it harder to use than it should be. Having too many tabs open can get overwhelming and the activity timeline feels a bit confusing. The main chatter tab on the case is also not very clear so it was hard for me to find the note that was posted from Outlook into this tool. I also don't like that when I merge or create a letter, the margins are not aligned and I am not able to adjust them properly.

“drag and drop document editing

Pros

Uploading documents in Litify it really easy since I can just drag and drop files right into the system. It's also a big plus that I am able to make edits directly within the tool.

Cons

I notice the calendar is fairly limited. There isn't much you can do inside it and it doesn't let you remove items or even highlight calendar entries.

“Highly valuable tool

Pros

Being able to tailor our client matters has been extremely valuable. It lets us build custom case reports for things like SOLs, medical record statuses and other matter-specific details. We can also generate the status reports our bank requires while still adjusting the output to match their exact field requirements.

Cons

The Docrio feature for saving emails to it matters really needs improvement. There have been several times when I removed the Docrio sync from an email because of confidentiality concerns but the email still synced afterward anyway. Once it's unchecked in the Outlook Docrio add-in, the syncing should stop immediately. On top of that the license pricing is very expensive.

“Powerful fit for law firms

Pros

I find it very easy to use and it comes with a wide range of useful Salesforce customizations that really support the needs of a law firm. Docrio also makes document management much more convenient.

Cons

There is not much to complain about. The only thing is that it takes some time to learn because there are so many features and automations built into the system.

“Case management done right

Pros

Handling cases is very easy especially when I can quickly see which team member is assigned to each one. I also really enjoyed keeping everything organized in one place, from discovery deadlines to contact details.

Cons

One part that was confusing was the info score and not really knowing what impacts it. There is definitely a bit of a learning curve at first but once you get the score where it needs to be, it feels very rewarding.

“great dashboards and reporting

Pros

Having everything connected in one place especially the products and reporting, makes the platform feel very complete. The dashboards and profile settings can be customized in so many ways which really helps tailor day to day work to different needs.

Cons

Getting comfortable with the system takes a long time. Even after using it for months, I still do not feel like I have fully mastered it and the number of options available for each task can feel overwhelming.

“fantastic for case files

Pros

Working in Litify has been really easy for saving, editing and managing documents. Plus it makes case management much more organized and one feature I especially like is being able to upload a file as a new version instead of deleting the old one or keeping multiple copies in the same file.

Cons

Its layout can seem a bit complicated. Once you get familiar with where the tabs and options are though, it becomes very simple to use.

“powerful department-focused workflows

Pros

The department-specific task lists are really helpful and Litify comes with a lot of features that let us handle our daily responsibilities efficiently.

Cons

Training was a bit challenging at first because there was a lot to learn and the system wasn't very user friendly right away. Once I got used to it though it became much easier to navigate and work in.

“allows easy case access

Pros

It is very user friendly and it is simple to locate documents and information for a specific case or matter.

Cons

Since each case can store a large amount of information, the full case page takes a while to load before everything is ready to review or the documents can be found.

“custom reports, cluttered screens

Pros

Running reports is not a problem anymore, plus it stores a large amount of data and the platform can be customized quite a bit. Reporting problems is also simple and the role feature has been genuinely useful.

Cons

Searching for information can be frustrating unless the spelling or formatting is exact. It also takes too many clicks to get to what you need, the layout feels crowded and hard to navigate and it tends to open far too many tabs.

“Great for case handling and sharing

Pros

Handling cases and sharing files in Litify has not been a problem at all. We switched over from another system and although we brought some of the matter plan from that older program, not all of it transferred over very well.

Cons

One thing that's frustrating is having to generate every document one by one. It would be much better if we could select multiple documents and generate them all at the same time.

“Provide case management boost

Pros

It is a friendly and flexible system thats simple to use and makes tasks much easier. Once everything is fully set up and connected, it will let us handle intake results in the same platform, improve case management with Litify and stop relying on uiBakery which sometimes freezes.

Cons

It does freeze from time to time. Sending a text message can also take several minutes to go through. On top of that having a training environment would really help with learning and exploring the tool better.

“customizable but visually crowded

Pros

One thing that works well with Litify is how easily we can stay in touch with clients. It can seem a bit busy or complicated at the beginning but it also gives us the flexibility to customize it to fit our needs.

Cons

The part I liked least about it is that there's so much going on across the screen that important information can sometimes get buried or overlooked.

“Dashboard and reports shine

Pros

Having everything in one place means I am not constantly jumping between a bunch of tabs to reach different sections. The reporting options are really useful too and the dashboard is something I genuinely like using.

Cons

A few areas where documents need to be attached still require pasting in a document link instead of letting you search for the file directly. Using a searchable bar would be much faster and more practical than tracking down the link, copying it and pasting it where it needs to go.

“Secure case collaboration

Pros

It is very easy to use and it gives me a secure way to stay connected with my coworkers on specific cases.

Cons

One thing that does bother me is that the sign-in screen sometimes won't let me log in unless I use a particular URL.

“Centralized case access, weak support

Pros

Working with hybrid and remote legal teams has been much more manageable thanks to Litify's centralized workspace. Attorneys, paralegals and support staff can all view real-time case updates, keep an eye on key deadlines and share notes in one place instead of depending on long email threads or disconnected tools. Clients benefit too since communication is clearer and response times are quicker.

Cons

The licensing model doesn't work well for migration law firms and the interface is not user friendly. Support also hasn't been very good.

“helpful for files and cases

Pros

Litify is a user friendly tool. It also offers plenty of options for sharing files and it has been very useful for both document management and case management.

Cons

I noticed that it responds slowly and could definitely be more responsive overall. Other than that, I really do not have any other complaints.

“Mixture of good and bad

Pros

Having everything in one place is really helpful. It makes it quick to look up client emails and phone numbers and being able to save doctor email information is useful too.

Cons

Automatic case triggers have been frustrating. I still cannot figure out how to make them work for our practice and every time a new intake turns into a matter, I get flooded with around 20 emails that I end up ignoring.

“Has a lot of useful tools

Pros

Litify stood out for its organization features and the simple integrations it offers. It also includes a lot of tools that make document management much more easy.

Cons

The help section needs improvements especially when it comes to guiding users through the different errors they might encounter while working.

“Highly customizable software

Pros

One thing that really stands out with Litify is how flexible it is. Once you get the hang of how everything is structured, you can tailor it really well to fit your workflows. The automation tools cut down a lot of manual tasks and the case management side feels reliable for everyday use.

Cons

The price is on the higher side and there is definitely a learning curve especially if you are new to Salesforce although it gets more manageable over time.

“customizable case management powerhouse

Pros

It is a powerful platform with a lot of room for customization. The case and client management side is especially strong, making it possible to keep an entire matter organized within one system. The chat function and task management tools also help teams stay aligned and work collaboratively with the same up-to-date information in front of them. On top of that both our customer service team and Litify's support reps have been outstanding as they are very responsive, helpful and always ready to assist.

Cons

One downside is that a lot of the system needs to be customized, particularly when it comes to integrating it with other software like Accounting Seed and NetDocs.

“powerhouse for case tracking

Pros

The platform is very user friendly and offers a lot of customization. It can be tailored to organize files more effectively, monitor file activity and keep everyone on the case team informed and up to date.

Cons

There's definitely a bit of a learning curve when it comes to figuring out which customizations work best. Once the setup starts to make sense though, those customization options end up making each adjustment much more helpful.

“pretty decent tool!

Pros

Having both case management and document management in one system is a big plus. It's also user friendly and works really well for storing files as well as editing them when needed.

Cons

At times the timeline can be tricky to navigate and finding exactly what I need isn't always as easy as it should be.

“A complete tool overall

Pros

The thing I like is having emails, document sharing, calendaring, expenses and more all in one place. Everything is searchable which makes finding what I need really quick. I also rely a lot on the task tabs and reminders to stay on top of pending work and keep outstanding items from slipping through the cracks.

Cons

I feel like one thing that would really help is being able to clone information from the details and party tabs into companion cases since that would cut down on repetitive data entry and save time. I'd also love to see a talk-to-text feature added for phone call logs and emails because that would make things even faster.

“Has user friendly tools

Pros

The way the tools are arranged visually, along with how easy the options feel to use, makes the platform very approachable. Users at any skill level can move through the features without much trouble and get their work done confidently and efficiently.

Cons

The connection between the apps could be better coordinated so interactions feel more consistent and unified across the platform, with fewer mismatches between features.

“too many clicks to finish tasks

Pros

Having so much information gathered on the details page is helpful because it puts a lot in one spot so there's less need to jump around different parts of a file just to find what you need.

Cons

Honestly the system isn't very user friendly. Getting a single task done often takes more steps than it should and sometimes you have to click through multiple times before the task is actually completed.

“Well organized and user friendly

Pros

Everything is very easy to use. The layout is structured in levels, items are simple to locate and the whole system is user friendly overall. The tab setup does a nice job of keeping everything organized which has been really helpful.

Cons

Working with videos can be a bit frustrating. A lot of the time, you have to download the video for it to play correctly or restart it several times just to fast-forward to the section you want to watch.

“helpful for search and quick sharing

Pros

The search feature proves really useful since it takes you straight to exactly what you need. Sharing files is also very convenient because you can just send a link instead of going through extra steps.

Cons

A few documents ended up being uploaded by the AI into the wrong folders and some of them had incorrect or unrelated names.