# Litify Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Litify the right Law Practice Management solution for you? Explore 138 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/160393/Litify/reviews

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Litify

4.4 (138)

[View alternatives](https://www.capterra.com/p/160393/Litify/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Litify

Ease of use

4.2

Customer Service

4.3

## Pros and Cons in Reviews

RM

Renee M

ParalegalLaw Practice, 51 - 200 employeesUsed the software for: 1-2 years.

“I love how you can do everything from emails, document sharing, calendaring, expenses, etc. from within this program and everything is easily searchable. “

December 11, 2025

RM

Rafael M

CMALaw Practice, 51 - 200 employeesUsed the software for: More than 2 years.

“There a few, minimal occasions, where files tend to take more than expected to upload. When handling great batches of files, in terms of uploading them to the software, the app tends to get slower above 50+ files While not recurrent, it does appear some times that whenever you're adding a Party to a matter it gets duplicated by itself.“

December 19, 2025

RR

Rinu R

Technical support engineerEntertainment, 51 - 200 employeesUsed the software for: 6-12 months.

“Case Management is really helpful in Litify as it helps manage cases from intake to closure, including tracking progress, assigning tasks, and managing documents.“

June 10, 2025

SB

Sarah B

Legal AssistantLegal Services, 51 - 200 employeesUsed the software for: 1-2 years.

“I do not like having to generate each document separately, I wish that we were able to click on more than document to generate at a time.“

December 16, 2025

ML

Marie L

NegotiatorLaw Practice, 51 - 200 employeesUsed the software for: 1-2 years.

“Pros, I love the search column, I like the litify note tab I can create a note and chatter from that particular note.“

December 16, 2025

MC

Miriam C

ParalegalLegal Services, 51 - 200 employeesUsed the software for: 1-2 years.

“Don't love it- While it offers a wide range of features, I think the information gets lost and I like to have my tasks and notes clear“

December 12, 2025

MB

Michelle B

COOLaw Practice, 51 - 200 employeesUsed the software for: 6-12 months.

“The chat feature and task management enables teams to collaborate and always have the same information at their fingertips. “

December 11, 2025

Bm

Brenda m

CMALegal Services, 51 - 200 employeesUsed the software for: 1-2 years.

“I do not like that sometimes the sign in screen will not log in unless you go through a certain URL.“

December 11, 2025

## Showing most helpful reviews

Showing 1-25 of 138 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Anthony J.  
Founder, CEO  
Legal Services  
Used the software for: 6-12 months

### "Consistently exceed all expectations and blow the competitors out of the water."

October 25, 2017

5.0

Pros

Salesforce ecosystem lays the foundation and the amazing Litify team builds the structure that, for the first time ever, provides an amazing, industry specific tailored platform that can do anything a law firm can dream to do... and more. This platform has the ability to completely change the industry from a technology and efficiency perspective; and that change, is desperately needed.

Cons

That I had to wait this long to get it. There are constantly improving the product as a young player in the industry. That being said, they communicate with their large and small clients, prioritize needs and have rolled out features faster than I could ever have imagined. I've been following them since before they launched and to have built a platform that already surpasses players that have been in the space for decades is incredible. I can't wait to see the features they continue to improve and build that I haven't even known I needed at this point.

Review Source

LB

Louis B.  
Technologies Manager  
Law Practice  
Used the software for: 6-12 months

### "Technologies Manager "

December 17, 2025

5.0

I love it, overall it's a great software with lots of pluses. The small things I would want to add dont really take away from the overall experience.

Pros

I love the ease of use as well as the modular building you can do. It's a great software with many things that help with streamlining case work.

Cons

The thing that always gets me is that not everything from Salesforce works through Litify. I was so used to SF that not being able to use some of the tried and true features in Litify was tough.

Switched from

[MerusCase](https://www.capterra.com/p/139979/MerusCase/)

Litify offered more features we wanted. The only thing that Merus has over Litify is the direct connection to eams.

Review Source

KE

Kat E.  
Resource Specialist  
Law Practice  
Used the software for: 1-2 years

### "So much promise"

December 17, 2025

3.0

I like the organization of Litify, It's flexible as far as who can see/have access to what. I think speed could be a lot better and the capability to drag and drop documents within Litify (i.e. into the fax section or into another matter) as well as outside onto my desktop or an email.

Pros

It's very easy to use and collaborate with others on the case. The learning curve is fantastic for quick accurate training. The layout is pretty clear and leave little room for guessing.

Cons

The speed of the website seems as though everything is on a set of servers that are running out of space. Things are definitely slower than when I started a couple years ago. The colaboration with Banjax is the worst part becuase I can't tell if the document actually sent or if it just started processing.

Review Source

MV

Mona V.  
Paralegal  
Legal Services  
Used the software for: 1-2 years

### "Great Program"

December 16, 2025

5.0

Litify has been an excellent tool for case management and easy client control. File sharing and document management are easily accessible when working with a big team on the same assignment.

Pros

The ease of case management. Being able to see who on the team is working on the case. I enjoyed organizing a case, from discovery deadlines to contact information.

Cons

The info score and the lack of clarity about what affects it. It is definitely a learning curve, but once the score is up, it is very rewarding.

Switched from

[Filevine](https://www.capterra.com/p/140815/Filevine/)

I switched from File Vine when I switched firms.

Review Source

KT

Kelli T.  
Paralegal  
Law Practice  
Used the software for: 1-2 years

### "Pros of Litifiy "

December 16, 2025

5.0

Litify has made our case management job much easier in a day to day basis. It helps us maximize the usage of our time!

Pros

Easy to use, save and edit documents. Makes case management easy! I love how you can update a file to a new version to save on deleting older versions and/or having several versions in the file.

Cons

The overall look of Litify looks complicated however once you learn where each tab/option is, it is very easy to utilize.

Switched from

[Neos](https://www.capterra.com/p/58931/Neos/)

We made the switch for a more user friendly option.

Review Source

ND

Nick D.  
Case Manager  
Law Practice  
Used the software for: 6-12 months

### "If You Want a Quality Case Management System, Try Litify!"

December 19, 2025

4.0

My overall experience with Litify is generally positive. Litify is the modern tool you need for your case management. It holds tremendous power for your firm.

Pros

I really like the Docrio add-in, as well as the overall appearance. There also was not a steep learning curve when our firm switched over systems. The "Conversations" box is also useful.

Cons

I wish that the most recent case note appeared on the Details page. Also, sometimes the sheer number of folders can be counterproductive.

Switched from

[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)

Poor user support. When we submitted a ticket, they would not get back to us to help us fix the problem.

Review Source

TR

Tamaika R.  
Paralegal  
Legal Services  
Used the software for: 1-2 years

### "A Content Review"

December 16, 2025

5.0

Pretty okay, pretty easy to download documents and find details. It has been an experience working with Litify.

Pros

Uploading Documents- I like the way we can just grab and drop the documents into Litify. I also like we can edit within Litify.

Cons

Calendar: You can't do a lot things within the calendar. It doesn't allow you to remove items or even highlight calendar entries.

Switched from

[Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/)

upper management choice in the firm to switch

Review Source

NM

Nancy M.  
Case Worker  
Law Practice  
Used the software for: 6-12 months

### "NANCY LIT REVIEW "

December 19, 2025

5.0

Fairly good. No issues with it. I would recommend using the application to everyone that I know. I also like how you can edit any document

Pros

How easy it is to use! Super simple design and easy to navigate. I would recommend using the application to everyone that I know.

Cons

That every time i want to select a specific case it opens another tab. So i have unnecessary tabs open.

Switched from

[MerusCase](https://www.capterra.com/p/139979/MerusCase/)

Management made the switch. They decided Litify would work better for our system

Review Source

RM

Renee M.  
Paralegal  
Law Practice  
Used the software for: 1-2 years

### "Litify is a great case management tool! "

December 11, 2025

5.0

I feel like using Litify definitely helps to be able to have all of the case information available in one place where anyone who needs to can access it.

Pros

I love how you can do everything from emails, document sharing, calendaring, expenses, etc. from within this program and everything is easily searchable. I really utilize the tasks tabs and reminders heavily to keep track of outstanding tasks.

Cons

I would like to be able to "clone" data from the details and party tabs to companion cases. This would save time in duplicative data entry. Also, I wish Litify had a talk to text option for phone call logs and emails. This would save time as well.

Review Source

MC

Miriam C.  
Paralegal  
Legal Services  
Used the software for: 1-2 years

### "Falls short of Expectation"

December 12, 2025

3.0

Don't love it- While it offers a wide range of features, I think the information gets lost and I like to have my tasks and notes clear

Pros

I like that we are able to communicate with our clients easily. Even though it can feel busy or complex at first, it has the flexibility to be customized.

Cons

What I liked least about Litify is that there’s so much happening on the screen that information can get lost.

Switched from

[Filevine](https://www.capterra.com/p/140815/Filevine/)

I started a new job that used this software

Review Source

LF

Lance F.  
Operations Manager  
Law Practice  
Used the software for: 6-12 months

### "Litify for Data-Driven Decisions"

January 8, 2025

5.0

Our firm has gotten so much insight into our data, allowing us to make data-driven decisions not based on a "feeling" or hunch related to the business side of law.

Pros

The extensive customization capabilities, reporting and dashboards for our leadership team.

Cons

The initial implementation is a large undertaking.

Alternatives considered

[Neos](https://www.capterra.com/p/58931/Neos/)

Reason for choosing Litify

Familiarity with the Salesforce as an admin.

Switched from

[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)

Reporting and dashboard capabilities needed for our leadership team.

Review Source

NE

Nolan E.  
Attorney and New Client Intake Manager  
Law Practice  
Used the software for: 2+ years

### "Great detail-oriented product"

February 14, 2025

5.0

Pros

Customizable; many data points with good ability to filter and sort

Cons

Can be overwhelming with so many options and data points. Visual UI might be a little more welcoming or user-friendly, especially for admin uses.

Switched from

[Clio](https://www.capterra.com/p/105428/Clio/)

Anticipated a need for scalabilty and automation; wanted more granular data collection and analysis without so much manual work up.

Review Source

LG

Laura G.  
BA  
Legal Services  
Used the software for: 1-2 years

### "End of year Litify review"

December 16, 2025

4.0

Compared to other CRMs I've used, Litify is amazing for organizing data and client information. Its Document Management through Docrio is pretty good and helpful, but some features can be improved.

Pros

Litify is an easy-to-use CRM that helps organize case information. As an admin, it is easy to create and customize objects, improving the time of development and increasing the total value for money.

Cons

Some features have limits in their implementation and force you to create a more complex solution. Some updates make the system run a bit slower.

Review Source

RV

Romario V.  
Intake specialist  
Legal Services  
Used the software for: 1-2 years

### "Nice product"

December 15, 2025

5.0

Nice, it could be better if we would have the possibility to fix it to get it faster to complete the process successfully.

Pros

Friendly and adaptable system, easy to use, simplified task, it should be set up and integrate the tool can allow us to get the intake result in the same tool and to have better case management tool (litify) and stopping to use uiBakery that sometimes get frozen.

Cons

Sometimes get frozen. When i trying to send text message take much mins to complete the process. In the other hand to have a training enviroment due to can help us to dxplore the tool.

Review Source

LJ

Luis J.  
Accountant  
Law Practice  
Used the software for: 2+ years

### "Best CMR for Litigation"

December 16, 2025

5.0

Excellent, very easy to use. Very easy to run and create reports to know the status of each area/department and make decisions.

Pros

Very easy and intuitive to use. You can navigate and find the docs and info for a specific case (matter).

Cons

Sometimes, as every case can save lots of info, it takes time to get the complete case (page) ready to read or find the docs.

Review Source

SG

Sydney G.  
Paralegal  
Law Practice  
Used the software for: 2+ years

### "Litify - Easy to Use but Needs to be Faster"

December 11, 2025

4.0

I have been using Litify for over two years and I am very comfortable with it. It was relatively easy to learn to use but it lacks in responsiveness/speed.

Pros

Litify is easy to use. There are many ways to share files. Litify is helpful with both document management and case management.

Cons

Litify's response time is slow. It needs to be more responsive. Otherwise, I do not have any other complaints.

Review Source

KP

Kristin P.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Great product! "

December 11, 2025

5.0

Pros

The ease of use. Things are leveled, easy to find and overall user friendly. The tabs help organize everything and I find that very helpful.

Cons

Playing videos is somewhat a challenge. More often than not you have to download the video so it works properly or you her to restart the video a number of times to fast forward the part you want to view.

Review Source

RV

Robin V.  
Records Retrieval Coordinator  
Law Practice  
Used the software for: 1-2 years

### "2025 Litify Review"

December 16, 2025

5.0

Great platform for our office and departments. Taylors to job specific duties. Always an opportunity to update and make more efficient.

Pros

Very department specific task lists. Litify has alot of features that allow us to perform our job duties efficiently.

Cons

Initially hard to learn and navigate at training. Alot to learn but after getting familiar, easy to work through.

Review Source

BM

Brenda M.  
CMA  
Legal Services  
Used the software for: 1-2 years

### "The power in Litify"

December 11, 2025

5.0

Pros

I like how easy it is to navigate. Its secure way to stay connected with my coworkers about certain cases.

Cons

I do not like that sometimes the sign in screen will not log in unless you go through a certain URL.

Review Source

NM

Nia M.  
Records Retrieval Coordinator  
Legal Services  
Used the software for: 1-2 years

### "Great Management Tool"

December 11, 2025

5.0

Pros

I love the organization tools and easy integrations Litify has available. There are many tools in Litify that makes document management simple.

Cons

Litify should have a better help management section for different errors a user may run into while working.

Review Source

JM

Juan M.  
Legal Assistant  
Legal Services  
Used the software for: 6-12 months

### "Intuitive, but slow at times."

December 11, 2025

3.0

it's been good until I'd say about a week ago when I started running into these issues, nut other than that, at least for my tasks, it's simple to use.

Pros

Easy to use most of the time when just completing tasks and it makes coordination and collaboration simpler

Cons

It is very slow some times. Specially as of recent, whenever y try to click on a note or change tabs, it'll take about a minute to react

Review Source

JG

Jody G.  
Manager  
Accounting  
Used the software for: I used a free trial

### "Great overall"

July 25, 2025

4.0

Working with Litify has been a positive experience overall. Their support team is responsive and consistently helpful, which makes a big difference when navigating the platform. One of their recent additions, DocuRio Email, is a great tool that effectively bridges Outlook and Litify, making email integration much smoother. However, the platform does have its drawbacks. The layout and interface can be unintuitive, often requiring multiple steps to accomplish simple tasks. This can slow down workflows and make routine processes feel more time-consuming than they should be. While the functionality is solid, there's definitely room for improvement in terms of user-friendliness and efficiency. Despite these challenges, Litify remains a powerful tool with excellent support, and its continuous development—like the release of new features—shows promise for the future.

Pros

Litify is so great to work with. Support is responsive and very helpful. They recently released a new product docrio email it is a great product to link emails from outlook to litify.

Cons

It is not simple to use, you have to do more steps because of the layout. It can take much more time to get where you need to be.

Review Source

BE

Braya E.  
Disbursement coordinator  
Law Practice  
Used the software for: 1-2 years

### "Love It! Easy to use!"

June 30, 2025

5.0

it was easy and quick to learn to use. I learn how to use the software in one day with training and I love it.

Pros

Its easy to use. I didn't have any issues learning to use this software. Every thing was so easy to find.

Cons

you cant look up people by their birthday. I dont like the fact that you have to use the clients name or account number.

Review Source

KW

Karson W.  
Mail room worker  
Legal Services  
Used the software for: Less than 6 months

### "Mail room worker "

December 11, 2025

4.0

Pretty good. I would recommend to a friend for their business if I thought they would get some good use out of it.

Pros

It was easy to use and easy to learn how to use. I like how it is set up as well it’s quite easy to figure out.

Cons

I don’t like that you have to spell everything exact to find the person you’re looking for. I wish there was more leisure with spelling.

Review Source

CH

Chris H.  
Legal administrator  
Insurance  
Used the software for: Less than 6 months

### "Easy does it!"

March 27, 2025

4.0

Satisfied about its ease of use and clearly showing what users want to know immediatly on one page.

Pros

Ease of use of the solution Simplicity in usage Clarity in dataset based on the information gathered

Cons

It does not cover a lot of services, it could be the competitive edge though

Review Source

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