# Page 4 | Litify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 --- 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/) * * * Last updated March 13th, 2026 # Page 4 - Reviews of Litify ## Showing most helpful reviews Showing 76-100 of 138 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RR Rinu R. Technical support engineer Entertainment Used the software for: 6-12 months ### "A robust software for everyday use" June 10, 2025 5.0 Pros Case Management is really helpful in Litify as it helps manage cases from intake to closure, including tracking progress, assigning tasks, and managing documents. Cons Some features seem underdeveloped or untouched. I've encountered instances of bugs on the platform where the response was, "We know this is an issue, but it's not a priority to fix at the moment. Review Source GM GEOVANNY M. Construcciones Construction Used the software for: Less than 6 months ### "Lifity nos ayuda a gestionar eficaz " October 16, 2025 5.0 me ayudo mucho en mi empresa a gestionar todos los proceso que implica realizar en la empresa y industrias Pros Todas sus funciones me gustan mucho su sistema que ayudan a las empresas a sitematizar los procesos. Cons Todo está Perfecto en el programa nada falta, me gusto mucho y Perfecto para cualquier empresa que desee Review Source PM Peter M. Account Manager Retail Used the software for: 6-12 months ### "Highly customizable, cloud-based, and capable of automating tasks" October 16, 2025 5.0 It allows for remote access, which can boost team efficiency. Automated reminders and follow-ups save significant time Pros Combines legal case management with CRM, allowing for unified handling of client and workflow information Cons The platform is considered expensive, particularly since it's built on top of Salesforce, and it feels we are paying for a product we do not fully own. Review Source NC Nischay C. LG Trainer and Sales specialist Retail Used the software for: Less than 6 months ### "Great use!!" September 3, 2025 5.0 Pros Litify helps firms streamline routine tasks and workflows, such as document generation and task tracking. Cons A recurring complaint is that Litify can be complex and unintuitive, with an overwhelming user interface and a large number of options. Review Source SB Stephanie B. Owner Health, Wellness and Fitness Used the software for: Less than 6 months ### "Litify has worked fabulous for my buisness!" June 25, 2025 5.0 Pros Litify has taken my buisness to the next level with seamless integration and smooth transition! I couldn’t be happier with the transition! Cons Litify has been a lifesaver for my buisness! I don’t have any negative comments as it worked seamlessly! Review Source CO Claire O. Accounting Accounting Used the software for: Less than 6 months ### "Custom all in one" August 21, 2025 5.0 Pros All-in-one platform – Case management, intake, documents, billing, and reporting in one place. Customization – Built on Salesforce, so it can be tailored to your firm’s workflows. Cons Complex setup & learning curve – Because it’s built on Salesforce, customization and onboarding can feel overwhelming without strong admin support. Review Source LF Lance F. Manager Education Management Used the software for: Less than 6 months ### "Review on Litify" May 25, 2025 5.0 Litify offers a user-friendly platform that streamlines case management, improving efficiency and collaboration. Pros I liked Litify’s seamless legal workflow automation and intuitive interface that boosts firm productivity. Review Source SF Susan F. Paralegal Law Practice Used the software for: 1-2 years ### "Two Years and Problems Daily" January 22, 2024 2.0 We have been using Litify for two years and not one day goes by where we don't have an issue with some aspect of Litify. There was an issue when our org was created and our documents were migrated from Needles and we have spent months trying to get everything resolved so Litify will work properly. So far, that has not been accomplished. When support fixes one issue, it "breaks" something else. All they want to do now is push us to purchase LSAP to fix issues that we didn't create. I like how the reports can be completely altered to your liking. Even though you need to be trained for an extensive amount of time to code them in yourself. Cons: The fact that they tied themselves to Salesforce causes many headaches that involved an unacceptable answer of "Sorry we cannot do anything about it, because of Salesforce". The platform has too many bells and whistles which make navigation difficult. Intake section was also too complicated and slowed our process up making the calls far longer then they needed to be. If you want this platform to work well for you, you will need at least one full-time coder to make changes on a daily basis. Pros The Reports are nice, however, extremely difficult to create without extensive training. Cons There are way too many steps to accomplish one simple thing and the layout does not work for our law firm - there is a lot of frustration among all users. Alternatives considered [Filevine](https://www.capterra.com/p/140815/Filevine/) Reason for choosing Litify I was not involved in the selection or decision. Switched from [Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/) We were having an issue with the Needles calendar syncing with Outlook. We were ASSURED that would not be an issue with Litify. It has turned out to be an even bigger issue with Litify than it was with Needles. Review Source Response from Litify May 7, 2024 Thank you for your review. We’re sorry to hear this has been your experience, but it sounds like there have been some bright spots in our reporting & customer service. Litify is a no-code platform, so no coding knowledge is required to build or edit your reports & workflows. It’s also highly configurable to your processes, so if your intakes feel too complicated, we want to help streamline it. Other clients have reduced the time it takes to execute an intake by 50+%, and we hope to get you a similar result. While not required for every team, having an admin who can work with your team to evolve how they work in the platform may help. The LSAP hours we recommend are another option to guide improvements, but we also offer free training resources in our Learning Hub. We recently released updates to our Email & Calendar sync, which we hope resolve the prior issues. Thank you again for sharing your experience. Please keep reaching out to your CSM directly so we can support your team. JS Justin S. Director of Product Law Practice Used the software for: 6-12 months ### "Look Elsewhere - A Nightmare" May 16, 2024 1.0 They're VC-backed, driven by getting more sales, not delivering an optimal customer experience. I would look elsewhere for a matter management, legal management software. Pros It seemed to offer a lot of what we wanted. But once we signed the deal and started to implement, everything went downhill. Cons Heavy lift, costs, not intuitive, not fully integrated as accounting platform does not work well at all with Litify. Docrio is slow, clunky, not user-friendly or useful for sharing or sending or saving documents in new versions. Review Source BF Brian F. CFO Legal Services Used the software for: 1-2 years ### "Seal of Approval" November 28, 2023 4.0 It has come a long way once I fully understood its limitations and capabilities. We are starting to implement some of the ideas that i had when first looking at the product. I only see it improving our operations from here on. Pros The ability to create much better automation than we were able to create before, to restrict permissions to certain tasks that would assist with data integrity and the flexibility to make the system better for your operations. Cons The implementation was very difficult and I should have spent a year long working to learn its capabilities and viewed many more firms setup before starting down implimentation. Switched from [Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/) Needles had limitations that I felt Litify could fix. Review Source JW Justin W. Salesforce Administrator Legal Services Used the software for: 1-2 years ### "Heading in the right direction" December 11, 2023 4.0 Litify has a lot of value built into the product, while the Salesforce platforms allow for a substantial amount of customization for your specific firm. The new leadership shows promise in advancing Litify's potential further, and they've done a better job at keeping client facing employees. Some older, underdeveloped features (questionnaires for example) have the promise of being improved, but as of now unsure as to when those improvements will be available. Pros Flexible platform Extensive knowledge articles Adding new features consistently New direction is more tangible than previous years, transparent product road maps Cons Some features are underdeveloped/untouched Instances of bugs in the platform met with "We know this is an issue, but it's not a priority to fix right now" Alternatives considered [Filevine](https://www.capterra.com/p/140815/Filevine/) Reason for choosing Litify Litify had the customizability, transparency of current product vs. us being overpromised features just for the potential of making a sale. Switched from [Neos](https://www.capterra.com/p/58931/Neos/) (actually came from Needles, but it was not an option on the dropdown): We wanted a more modern and consistently improving product. We wanted a highly customizable platform, since we are an extremely niche firm, and Litify seemed to have fit the bill. Review Source JH Jackson H. Senior Salesforce Administrator Law Practice Used the software for: 2+ years ### "Absolutely essential Platform for mid-size to large Law Firms" July 12, 2023 4.0 Our team members are able to manage many active cases at a given point in time. Our overall experience is a thumbs up for certain. There are challenges at times, but overall, this is a great product that has increased our firm's overall efficiency. Pros The flexibility. The native Litify objects (e.g. Matter Plans, Stages, Case Types, Default Matter Tasks, etc.) provide us with the flexibility we need to carefully manage many types of cases. It also allows us to make changes (somewhat on the fly), and have those changes apply to the appropriate open cases that need that change reflected. Cons Better/quicker conversion from an Intake to a Matter. It can take up to 30 seconds to open a Matter. I understand there is a lot happening under the hood during this process (in addition to our non-standard Litify mappings/updates), but making this process quicker in any way would be a huge win for our firm. Review Source PC Paul C. Partner Law Practice Used the software for: 2+ years ### "Timesaver" July 11, 2023 5.0 It has automated so many parts of the job that we require less employees to do the same volume of work as we did without it. It enables me to see everything i need to know from a firm management perspective from my phone which gives me the freedom to do other things and not worry about what is happening at the firm. Pros The robust dashboards are amazing at saving you time when running a busy law practice. I can get a snapshot of everything I need to know across the entire firm in an easy-to-digest form. Its like a snapshot that identifies any issues i need to address without me having to delve into the details to find it. Cons It takes a long time to set it up and get it operating as you like it. It is not easy to learn to create the reports. Reason for choosing Litify It was a more complete end-to-end firm management package suitable for personal injury lawyers. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) Clio was more geared to billable hour firms and has far less robust reports. Review Source AB Aaron B. Trial lawyer Law Practice Used the software for: 2+ years ### "A serious product for serious law firms" June 16, 2023 5.0 Litify is part of the foundation of our firm. It gives us remarkable insight into the status of every client and matter in every respect, from onboarding to progress and even problems. Our firm is on the smaller size, so I am very thankful for the time Litify spent with me to make sure that we were a fit. Pros Litify had what we were looking for: a comprehensive set of features for all stages of the life cycle of client representation. Cons I was surprised by how long it took to customize and setup Litify for my firm. There is a very steep learning curve, so when we bring on new employees, it takes a bit of time to get them up to speed. Alternatives considered [Smokeball](https://www.capterra.com/p/133656/Smokeball/) Reason for choosing Litify Litify is cloud-based and scalable, with great support. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) Our previous systems didn't have everything we needed, so we found ourselves moving around from one browser tab to another and from one set of software to another all the time. It was very inefficient. We wanted a product that addressed all our needs at once. Review Source WB Walt B. Director of TechOps Law Practice Used the software for: 2+ years ### "Great case management tool for tech forward firms" June 16, 2023 5.0 Overall, our experience has been great. The support team at Litify has been great about addressing any questions or issues we have run into and adding new functionality where it makes sense. The only downside I would say is that sometimes Litify launches too many new features without first doing deeper development on existing functionality. If Litify can shift towards building out what already exists, it will be a huge advantage and they will dominate the legal space for tech forward firms. Pros Litify is a very tech forward case management solution built on top of Salesforce. What this means is that development and new features can happen at a much faster pace than traditional legal case management solutions that are solely build for legal. This is a great function for firms who are very tech forward and really want to push the boundaries of what is possible. In addition, customer support at Litify is fantastic. I wish that all vendors I worked with had support as good as that at Litify. Cons Because Litify runs on Salesforce and is not your traditional pre-built case management solution, some firms may find it difficult to get going at first. It really forces you to have well though out business processes. For many firms, this is not the norm and can slow adoption of Litify. For those that do have well thought out business processes, this is a great asset to build on those processes. Review Source LG Lenin G. Director of IT Law Practice Used the software for: 2+ years ### "Great tool for Law Firms Operation" December 15, 2023 5.0 Pros The great thing about litify is how easy is the customization to any work flow, Also that you can integrate other component, like you accounting system and your phone system. Cons I think they should dedicate more time to do more with phone system integration. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing Litify Easy way to integrate using API, we were able to integrate, quickbook, Ringcentral, and other applications Switched from [Total Office Manager](https://www.capterra.com/p/80729/Total-Office-Manager/) Litify was more flexible to integrate with other componenets. Review Source AL Anthony L. CEO Law Practice Used the software for: 6-12 months ### "Litify is very expensive and probably not worth it in the end" September 22, 2023 2.0 Not great. Implementation was delayed. Multiple staff changes at Litify during implementation and overall tons of change orders. Pros Macro firm metric tracking. The software does a decent job of providing metrics that can be used to track costs and gross revenue. Aside from that pretty useless. Cons Document management is garbage. Litify forces you to pay for its document management system called Docrio. This program has a lot of issues, very slow and causes systems to crash requiring a restart. Think twice before going down this long expensive road. Alternatives considered [iManage Work](https://www.capterra.com/p/728/iManage-WorkSite/) Reason for choosing Litify Sold a bag of goods. Review Source AS Adam S. Manager of Technical Operations Legal Services Used the software for: 2+ years ### "Sky is the Limit" July 11, 2023 5.0 Pros Litify has been fantastic for us. Since it's built on the Salesforce platform there isn't anything you can't accomplish. The amount of tasks and processes we were able to automate because of the platform has saved our team a great amount of time and money. Their customer support is aIso extremely quick to respond to any request submitted via their support portal. Litify also happily takes feedback and we feel like we are really heard when we are requesting a change or feature. I cannot recommend this case management solution more. Cons The cons are generally smaller issues that can easily be added or enhanced. For example, Docrio being unable remember how you want files sorted has been a common compliant from my team. Every time you refresh the webpage the user has to sort the files again and again which can be time consuming. It's really just smaller things that I'm sure they are actively working on improving as they get feedback. At it's core Litify has been a game changer for our firm, a few small improvements at a time and it will be even better! Review Source JL Jon L. COO / CFO Law Practice Used the software for: 1-2 years ### "Excellent choice if you want a cloud based application with unlimited customization options" November 21, 2019 5.0 The Litify support team has been quick to respond when needed. It's an excellent application for our needs. We have over 200 staff in multiple locations. Ability to create customized reports on the fly is very helpful Ideal for Plaintiff firms that work on a contingency fee basis (particularly Personal Injury firms) Pros I chose this because it was very important that we had full control to customize features and modify the application to suit our needs. Because it's on Salesforce, it was relatively easy for us to build in new features as needed, without waiting for Litify to make global changes that would affect its entire user base. We also wanted easy API access with other cloud-based platforms without the need for in house programming resources. The fact that Zapier.com provides a simple drag and drop UI to do this with Salesforce was important and has allowed us to connect to several other applications quickly and effectively. Cons I don't love the Salesforce UI. It gets the job done, but it's a bit clunky to navigate compared to some other cloud-based platforms, however, this is not something Litify has control of so I wouldn't count it as a reason not to use this application. Not the best option for firms with under 20 users unless there was an expectation of growth. Unless you plan on using it as is, with no customization, it would be advantageous to have in house technical resources. Reason for choosing Litify They are all quality platforms, but wanted full control to customize, and felt our data was most secure on Salesforce. Review Source KC Kim C. Paralegal Law Practice Used the software for: Less than 6 months ### "Paralegal Perspective" November 28, 2023 5.0 We are still new to Litify, but overall I enjoy using the product and I think it is the best product for what our firm needs. Pros I like that Litify is simple and easy to use. The quick tab are especially helpful when needing info quickly without going into the actual tabs. Cons One of the things I don't like about Litify currently is that you can't select one template to create several templates. Example: We can't create 4 requests for records to 4 different providers in one case at one time. Currently you have to create one template for one provider and then go back and create it again and again until all 4 are complete. Switched from [Neos](https://www.capterra.com/p/58931/Neos/) We weren't satisficed with Neos and wanted a switch. Review Source AH Ann H. Firm Administrator Law Practice Used the software for: 2+ years ### "Firm Adminstrator" June 16, 2023 3.0 Pros Reporting capability and it is cloud based Cons Quite frankly for our business, Litify is more than we need. I believe it is a good product for certain law firms but it is not the best fit for our firm. Alternatives considered [Filevine](https://www.capterra.com/p/140815/Filevine/) Reason for choosing Litify We ended up switching from Filevine because the system at that time did not integrate with Microsoft Outlook. Review Source Response from Litify January 11, 2024 Thank you for the honest review of your Litify experience. We’re glad you’re taking advantage of our reporting capabilities and integration with Microsoft Outlook for your document management needs. Litify is a powerful platform, and every element can be configured to match your specific workflows. Please reach out to your CSM directly — we can support you in setting up the platform and getting it to work better for your needs. YM Yesenia M. paralegal Law Practice Used the software for: 2+ years ### "Still needs some work " July 11, 2023 3.0 Pros The report feature is good. roles is improving. Cons no docket having to create basic features that all law practices would need Review Source Response from Litify January 11, 2024 Thank you for sharing your Litify experience with us. We’re glad to hear you’re enjoying our robust reporting and dashboard capabilities. Litify is built on an open and flexible platform: if there’s additional functionality you need, we can provide assistance through our extensive integrations and APIs. Our in-house team of Litify experts and admins may also be able to help with additional configurations in your org. Please reach out to your CSM directly — we can support you. NR Nancy R. Litify-Salesforce Administrator Legal Services Used the software for: 2+ years ### "Flexible and customazible" December 6, 2023 5.0 Outstanding customer support, especially when you have access to LSAP services. Pros It's built on the salesforce platform and can be customizable. Cons Create and update questionnaires,requires significant computer resources for each tab. Its incompatibility with Salesforce Service Cloud poses challenges for seamless integration with a phone system. Reason for choosing Litify I wasn't involve in the purchasing process. Switched from [Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/) Outdated, limited features, didn't have the ability to make customization, it wasn't cloud based. Review Source AR Angel R. President Legal Services Used the software for: 2+ years ### "Reyes Browne Law - Litify is an excellent product for case management" November 28, 2023 5.0 Overall, our experience has been terrific. I recommend Litify to any plaintiff's personal injury law firm. Pros Resides on top of Salesforce and therefore is secure and likely long lasting. Cons The integration with Banjaxed, our texting platform, didn't go exactly as advertised. Switched from [Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/) We wanted to move to the cloud and have an internet facing database. Review Source VR Verified Reviewer Associate Used the software for: 1-2 years ### "Easy to use, well thought out, accessible and provides valuable analytics with the touch of a button" October 24, 2017 5.0 Mobility, accessibility, easy case maanagement and seamless referral of cases between lawyers. Pros Litify is an excellent case management platform that catapults the legal profession into the 21st century. I can access the software easily from my phone which adds a level of mobility that I haven't previously experienced. The referral capabilities are extraordinary and allow for seamless referral of cases between lawyers. The information built into the platform for active cases and cases under review is very helpful. Cons While Litify is very well optimized for use on a mobile phone (in my case, an iPhone), I would like to see an iPhone app. Review Source Response from Litify October 25, 2017 Hi Reviewer thank you for the review! I wish to let you know that as part of litify you get full access to our iPhone app powered by salesforce. You can use this here free of charge : https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4nxSEAR If you have problems installing it please just contact support@litify.com or me personally ryan@litify.com. Regards, Ryan Co-founder Similar Products Featured