Litify
AI-native legal practice management platform built on Salesforce.
About
Litify is a cloud legal management platform built natively on Salesforce that unifies matter management, intake, billing, documents, analytics, and AI tools for law firms and corporate legal departments. Founded in 2016 by a team that came out of Morgan & Morgan, the largest US plaintiffs' firm, it is designed for high-volume practices across 15-plus practice areas and scales from boutique firms to national organizations. The platform centralizes intake, workflows, documents, communications, and reporting in one secure system with extensive Salesforce-native customization.
Bessemer Venture Partners acquired a majority stake in Litify in February 2023, a notable validation given Bessemer's other legal tech bets. The company has leaned into AI: LitifyAI Time Capture, powered by Billables AI, autonomously captures billable activities and generates review-ready time entries, and Litify offers an Agentic Case Expert assistant. It previously acquired LegalStratus, a Salesforce-based e-billing and matter-management platform. Pricing is enterprise and quote-based, and firms already on Salesforce get the shortest path to value.
What it can do
- Matter management from intake to resolution on Salesforce
- AI-assisted time capture and review-ready time entries
- Litify Agentic Case Expert AI assistant
- Document management with generation, OCR, and preview
- Billing, e-billing, and financial reporting
- Real-time analytics dashboards across the firm
- Client portal for case status and document upload
Setup
- Request a demo on litify.com scoped to your practice areas.
- Confirm Salesforce licensing (Litify runs on the Salesforce platform).
- Migrate matters, documents, and client data with an implementation partner.
- Configure intake workflows, billing rules, and dashboards.
- Enable LitifyAI features (time capture, Agentic Case Expert) after an AI risk review.
Prerequisites
Salesforce platform licensing; implementation partner recommended for migration.
Use cases
Works with
Trust score — 8/10
Scored 8/10 (verified tier, metrics-v1). Evidence: majority-stake acquisition by Bessemer Venture Partners, Feb 2023 (LawSites); founded 2016 by Morgan & Morgan alumni; LitifyAI Time Capture launch covered by LawSites (May 2026); platform built on Salesforce documented across vendor and partner sources. Strengths: deep Salesforce integration, real AI feature shipping in 2026, credible ownership. Docked for: (1) AI accuracy and realization-uplift claims are vendor-stated; (2) Salesforce dependency adds licensing cost and complexity. License: proprietary.
How the trust score is built
Full methodology →- Adoption · stars/downloads, log-scaled vs peers
- 9.0/10
- Maintenance · recency, releases, issue load
- 9.0/10
- Manual review · sanity read + red-flag check
- 9.0/10
- · Majority stake acquired by Bessemer Venture Partners, Feb 2023 (LawSites)
- · Founded 2016 by Morgan & Morgan alumni; built natively on Salesforce
- · LitifyAI Time Capture (Billables AI) launched May 2026 (LawSites); Agentic Case Expert assistant
- · AI uplift claims vendor-stated; Salesforce dependency adds licensing cost
Sources
Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.