Litify

Consistently exceed all expectations and blow the competitors out of the water.

Pros:

Salesforce ecosystem lays the foundation and the amazing Litify team builds the structure that, for the first time ever, provides an amazing, industry specific tailored platform that can do anything a law firm can dream to do... and more. This platform has the ability to completely change the industry from a technology and efficiency perspective; and that change, is desperately needed.

Cons:

That I had to wait this long to get it. There are constantly improving the product as a young player in the industry. That being said, they communicate with their large and small clients, prioritize needs and have rolled out features faster than I could ever have imagined. I've been following them since before they launched and to have built a platform that already surpasses players that have been in the space for decades is incredible. I can't wait to see the features they continue to improve and build that I haven't even known I needed at this point.

Excellent choice if you want a cloud based application with unlimited customization options

Comments: The Litify support team has been quick to respond when needed.
It's an excellent application for our needs. We have over 200 staff in multiple locations.
Ability to create customized reports on the fly is very helpful
Ideal for Plaintiff firms that work on a contingency fee basis (particularly Personal Injury firms)

Pros:

I chose this because it was very important that we had full control to customize features and modify the application to suit our needs. Because it's on Salesforce, it was relatively easy for us to build in new features as needed, without waiting for Litify to make global changes that would affect its entire user base. We also wanted easy API access with other cloud-based platforms without the need for in house programming resources. The fact that Zapier.com provides a simple drag and drop UI to do this with Salesforce was important and has allowed us to connect to several other applications quickly and effectively.

Cons:

I don't love the Salesforce UI. It gets the job done, but it's a bit clunky to navigate compared to some other cloud-based platforms, however, this is not something Litify has control of so I wouldn't count it as a reason not to use this application. Not the best option for firms with under 20 users unless there was an expectation of growth. Unless you plan on using it as is, with no customization, it would be advantageous to have in house technical resources.

A Nightmare To Work With

Pros:

I like how the reports can be completely altered to your liking. Even though you need to be trained for an extensive amount of time to code them in yourself.

Cons:

The fact that they tied themselves to Salesforce caused many headaches that involved an unacceptable answer of "Sorry we cannot do anything about it, because of Salesforce". Something as simple as adding a new user took almost a week to add and since Salesforce requires upfront cost, that cost was pushed to us with no room to back out of a contract. The platform had too many bells and whistles that made navigation difficult. Many times, we would have to open tab after tab to get an answer. There were errors that would consistently (multiple times a week) happen that would DELETE information. Intake section was also too complicated and slowed our process up making the calls far longer then they needed to be. If you want this platform to work well for you, you will need at least one full-time coder to make changes on a daily basis. This CRM does not have any unusual features that set it apart. If you are an attorney, I strongly suggest using a different CRM. I have tried many and this is by far my least favorite.

Easy to use, well thought out, accessible and provides valuable analytics with the touch of a button

Comments: Mobility, accessibility, easy case maanagement and seamless referral of cases between lawyers.

Pros:

Litify is an excellent case management platform that catapults the legal profession into the 21st century. I can access the software easily from my phone which adds a level of mobility that I haven't previously experienced. The referral capabilities are extraordinary and allow for seamless referral of cases between lawyers. The information built into the platform for active cases and cases under review is very helpful.

Cons:

While Litify is very well optimized for use on a mobile phone (in my case, an iPhone), I would like to see an iPhone app.

Litify has enabled us to revolutionize our practice and ensure every client is accounted for.

Comments: Litify automates marketing, client management, intake, matters, documents, referrals, reporting, and finance, all in a single, secure, easy-to-use application. By leveraging the power Litify, our law firm has the tools we need to perform at the highest level.

Pros:

Litify gives you the ability to see any case and what is happening with it, regardless of where you are. Their robust reporting features include complex marketing data, which gives us the ability to make informed decisions that better serve clients and our bottom line. And because of Litify's mobile availability via the Litify mobile app, you can manage everything, anytime, anywhere. Litify empowers you with a lot of data and analytics, and with great knowledge comes great responsibility.