Salesforce & Litify
Integrations
Connect Salesforce & Litify to everything.
We connect your platform to the tools your firm relies on so data flows automatically and is entered once, everywhere it's needed. If it has an API, we can integrate it.
What's included
- Accounting (QuickBooks) and payments
- E-signature (DocuSign, HelloSign)
- Communication (Slack, SMS, automated email, fax)
- Calendars, email (Outlook / Gmail)
- CallRail, Google Ads, Google Sheets
- Custom API integrations with any system
The benefits
No more double data entry across systems
A single, accurate view of every client and matter
Automations that span all your tools
We can connect virtually anything you use
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 Integrations for your firm — or build a transparent estimate in minutes.