Even a well-built Litify org drifts over time. Fields pile up unused, automations quietly stop firing, data gets messy, and small workarounds become permanent. A periodic health check catches all of it — before it turns into a real problem.
What a health check reviews
- Configuration: is your setup still aligned with how the firm works?
- Automation: are flows and processes running correctly and efficiently?
- Data quality: duplicates, gaps, and inconsistencies that undermine reporting.
- Security: who can see and do what, and is it still appropriate?
- Adoption: what's being used, and what's being avoided?
The outcome
You get a clear, prioritized list of what to fix and improve — turning a drifting org back into a fast, reliable system your team trusts. It is one of the highest-value things a firm can do once Litify has been live for a while.
Not sure how healthy your org is? We'll run a Litify health check and hand you a clear action plan.
How we'd do this for your firm
A proven, transparent process — no guesswork, no surprises.
1
Inspect
We review config, automation, and data.
2
Score
A clear picture of what\'s healthy or not.
3
Prioritize
The fixes that matter most, first.
4
Improve
Clean, optimize, and future-proof.
Want this for your firm?
Get a free, transparent estimate in minutes — or talk to a specialist.
