AI & Automation
ChatGPT & Claude Integration
Leading AI, right inside Salesforce.
We connect ChatGPT and Claude directly into your Salesforce & Litify org so your team can summarize records, emails, and long documents on demand — securely and in context.
What's included
- Direct ChatGPT and Claude integration
- Record, email, and thread summarization
- In-context AI actions on any object
- Secure, privacy-conscious setup
- Custom prompts tuned to your firm
- Usage guardrails and controls
The benefits
Summarize in seconds instead of reading for hours
AI where your team already works
Consistent, on-brand outputs
A serious productivity boost for your staff
How we work
1
Discover
We learn your goals, workflows, and where this can help most.
2
Plan & estimate
You get a clear, transparent scope and estimate — no surprises.
3
Build & deliver
Our certified team delivers on time, aligned to the plan.
4
Support & grow
We stay on to support, optimize, and scale as you grow.
Ready to get started?
Let's talk about ChatGPT & Claude Integration for your firm — or build a transparent estimate in minutes.