A CRM that stands alone still leaves your team copying data between systems. The real power of Salesforce and Litify comes when they connect to the other tools your firm relies on — so information is entered once and flows everywhere automatically.
What firms connect most
- Accounting and payments for billing and trust accounting.
- E-signature so agreements are sent and tracked from the matter.
- Email and calendars for two-way sync of messages and events.
- Phone and SMS so calls and texts are logged automatically.
- Marketing and lead sources so every enquiry lands in the CRM.
If it has an API, we can connect it
The result is one accurate view of every client and matter, no double data entry, and automations that span all your tools. Most modern software offers an API — and if it does, we can almost always integrate it cleanly and securely.
Tired of copying data between systems? Let's connect your tools so everything talks to Salesforce and Litify.
How we'd do this for your firm
A proven, transparent process — no guesswork, no surprises.
Map
We map the tools your firm uses and how data should flow.
Connect
Build reliable, two-way integrations.
Automate
Data entered once, everywhere it is needed.
Maintain
Monitoring so the connections keep working.
Want this for your firm?
Get a free, transparent estimate in minutes — or talk to a specialist.
