Salesforce & Litify solutions that pay for themselves
Law firms are our specialty. We've delivered a large number of Litify and Salesforce projects for legal teams — automating manual work, layering in AI, and supporting firms month after month, so you get a whole certified team without hiring a full-time Salesforce developer.
Everything your firm needs on Salesforce & Litify
From implementation to customization, we've built it for law firms — and we can build it for yours.
Litify implementation
Set up and configure Litify around how your firm actually runs — practice areas, roles, and workflows.
Case & matter management
Structured intake-to-resolution matter management with the fields, stages, and views your teams need.
Client intake automation
Automated intake that captures leads, creates matters, and assigns work — no manual re-keying.
Documents & e-sign
Auto-generated letters, agreements, and forms with e-signature built into the workflow.
Custom development
Apex, Lightning Web Components, and Flows tailored to your firm's unique processes.
Integrations
Connect Litify and Salesforce to email, accounting, e-sign, payments, and the tools you already use.
Reporting & dashboards
Real-time visibility into caseloads, revenue, deadlines, and team performance.
Data migration
Clean, accurate migration from legacy systems into Litify with nothing lost along the way.
Everything talks to Salesforce
We connect the tools your firm relies on so data flows automatically — and if it has an API, we can integrate almost anything with Salesforce.
If it has an API, we can integrate almost anything with Salesforce. Don't see your tool? Just ask.
Replace manual work with automation that pays off
Every hour your team spends on data entry is an hour not spent on clients. We automate the busywork so your firm runs leaner.
Manual work
Before- Re-typing the same client data into multiple systems.
- Chasing intake forms and signatures over email.
- Drafting routine documents by hand, every time.
- Deadlines and follow-ups tracked in spreadsheets.
- Reports pulled together manually, days late.
Automated with us
After- Data entered once and synced everywhere automatically.
- Automated intake & e-sign that creates matters for you.
- Documents generated in seconds from templates.
- Automatic deadline & task reminders — nothing slips.
- Live dashboards, always up to date.
Do more with AI built into your workflow
We plug leading models like ChatGPT and Claude straight into your Salesforce & Litify org — to summarize, draft, and surface what matters, without the busywork.
ChatGPT & Claude integration
Connect ChatGPT and Claude directly to Salesforce to summarize records, emails, and long documents on demand.
Document & case summaries
Instantly summarize contracts, filings, and case files right inside the matter — no more reading 40 pages to find one date.
Data summarization
Turn scattered records and activity into clear, plain-English summaries your team can act on in seconds.
Smart intake triage
AI reads new leads and matters, classifies them, and routes each to the right person automatically.
Drafting assistance
Generate first drafts of letters, intake responses, and routine legal documents in your firm's voice.
Email drafting & replies
AI-suggested replies and follow-ups from inside Salesforce, so nothing sits waiting in an inbox.
Contract & discovery review
Automatically extract key clauses, dates, parties, and obligations from documents.
Client chatbots
Answer common client questions 24/7 and capture new leads automatically.
Predictive insights
Flag at-risk matters and surface the next best action for your team before things slip.
Skip the full-time hire
Hiring a full-time Salesforce developer is expensive, slow, and gives you just one person's skillset. With our monthly support plans, you get a whole certified team on demand — for a fraction of the cost of a single salary.
A whole certified team
Admins, developers, and architects — the right expert for every task.
Proactive maintenance
We keep your org healthy, secure, and up to date with every release.
Fast turnarounds
Request changes and enhancements and get them done — no lengthy hiring cycle.
Predictable cost
Simple monthly plans with no surprise bills or long-term risk.
One hire vs. our team
A quick comparison of the two ways to keep Salesforce running.
Your team includes
See what we can automate for your firm
Tell us where your team loses the most time — we'll show you how Salesforce & Litify can fix it, and what it costs.