# Page 5 | Litify Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 5 - 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/)

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Last updated March 13th, 2026

# Page 5 - Reviews of Litify

## Showing most helpful reviews

Showing 101-125 of 138 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

PM

Peter M.  
Chief Technical Officer  
Law Practice  
Used the software for: 1-2 years

### "Great Product"

December 11, 2023

5.0

Pros

The automations and reporting make our team very efficient in everything we do. We would not have been able to grow into what we are without it.

Cons

Took a while for us to get live. That would be mostly because of our old system being antiquated and this system having more bells in whistles. However once we went live it was a no brainer on why we bought it.

Switched from

[Time Matters](https://www.capterra.com/p/228265/Time-Matters/)

It was antiquated and lacked functionality to bring us to the future

Review Source

KF

Keith F.  
Head of Operations  
  
Used the software for: 6-12 months

### "A Nightmare To Work With"

July 11, 2018

2.0

Pros

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 caused many headaches that involved an unacceptable answer of "Sorry we cannot do anything about it, because of Salesforce". Something as simple as adding a new user took almost a week to add and since Salesforce requires upfront cost, that cost was pushed to us with no room to back out of a contract. The platform had too many bells and whistles that made navigation difficult. Many times, we would have to open tab after tab to get an answer. There were errors that would consistently (multiple times a week) happen that would DELETE information. 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. This CRM does not have any unusual features that set it apart. If you are an attorney, I strongly suggest using a different CRM. I have tried many and this is by far my least favorite.

Review Source

Response from Litify

January 11, 2024

Thank you for reaching out. We’re glad to hear that Litify is supporting your reporting efforts, but are sorry to hear these errors have happened. We take all feedback very seriously and have worked hard to take action on these concerns. This includes major improvements to our implementations and heavy investment in our Customer Success, Training & Enablement, and Support teams. If these issues have continued, please reach out to your CSM directly — we can assist you in resolving them.

EM

Emily M.  
Chief Operating Officer  
Law Practice  
Used the software for: 1-2 years

### "Life-changing software with legendary support"

July 11, 2023

5.0

We have decreased the length of time our files are open, increased our intakes, increased our conversion rate, increased our average fee, and increased our 5 star reviews.

Pros

Litify allowed our firm to automate simple tasks to free up our team and attorneys to best serve our clients. Litify works for us, not the other way around!

Cons

User adoption was the biggest challenge in switching from a different case management system.

Reason for choosing Litify

Mobile App, Customizability, Security

Review Source

JD

Jasmine D.  
Salesforce Solution Engineer  
Law Practice  
Used the software for: Less than 6 months

### "Case Management w/Docrio is great"

July 11, 2023

4.0

Pros

The Docrio features are outstanding and improve our Case Managers UX

Cons

Litify should be built on the Service Cloud Platform instead of the Sales Cloud Platform. Having to purchase platform licenses when we need full licenses for our Case Managers was aggravating, however, our AE is working with us to set up a new contract to purchase full licenses and then we will move in more users to take up the existing platform licenses.

Review Source

Alexander B.  
Operations Manager  
Law Practice  
Used the software for: 2+ years

### "Powerful Salesforce based LCMS"

February 4, 2019

5.0

Excellent customer service. The software is easy to use. Best reporting in the industry.

Pros

Platform is built on top of Salesforce allowing end-users to easily customize the software without needing developers.

Cons

Self customizations may be too difficult for some users requiring to hire a Salesforce Administrator which can be expensive.

Review Source

AR

Alijah R.  
Closing Specialist  
Law Practice  
Used the software for: 1-2 years

### "Easy to use software "

October 28, 2023

5.0

Pros

My firm started using Litify last March and I can say the software is great. It’s easy to use and there are always changes being made for improvements.

Cons

Sometimes there are glitches but nothing that couldn’t be fixed.

Review Source

CL

Caroline L.  
attorney  
Legal Services  
Used the software for: 1-2 years

### "Litify review--GREAT"

August 25, 2022

5.0

Great!

Pros

document storage and moving documents is really easy. case mgmt in general.

Cons

sometimes it's a little overwhelming b/c it can do so much

Switched from

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

switched law firms

Review Source

VR

Verified Reviewer  
Marketing Coordinator  
Law Practice  
Used the software for: Less than 6 months

### "We integrated litify with our Salesforce and it has ruined Salesforce."

April 19, 2018

1.0

Pros

It helps us track our leads on a deeper level then we were previously able to (it can tell us which ad a lead came in from Facebook instead of just Facebook in general.

Cons

The search function that was the backbone of our Salesforce use was completely ruined. Our campaigns are much harder to find - the lead information is not easy to see anymore - it requires way more click through to find things that were easily found before integrating Litify.

Review Source

Response from Litify

January 11, 2024

Thank you for sharing this review of Litify. We’re glad to hear Litify is supporting your lead generation efforts and enabling you to track and manage your business efforts and performance throughout the marketing funnel. But we are sorry to hear that this has been your experience with the search function. This should not be the case when installing Litify in an existing Salesforce org. We hope with ongoing updates to the platform and continued use that this has improved. If not, please reach out to our team so that we can investigate further.

David M.  
Brand and IT Manager  
  
Used the software for: Less than 6 months

### "Best Legal Software Available for Today and the Future!"

December 6, 2017

5.0

Pros

Litify as a whole is a fantastic company and software. The software is backed by years of experience by using the Salesforce Platform. Majority of their technical staff were previous employees of Salesforce so they know how to customize the product to fit your Firm's needs. They are a complete open book when it comes to support and training and make themselves available to make sure you are successful.

Cons

There is a bit of native functionality that isn't available in Salesforce Platform that is offered in other instances of Salesforce. To give one example is that we are unable to track how long a matter has been in a stage out of the box BUT with a bit of customization you can eventually do it. This requires a bit of work upfront but it all works out in the end.

Review Source

KM

Kirma M.  
Imaging Supervisor  
Legal Services  
Used the software for: 6-12 months

### "Organize your cases"

May 31, 2019

5.0

The program is very user friendly and self explanatory, it would be very easy to learn on your own but you have the support of the company to help you through every step of the way. The staff has been very helpful every step of the way and continue to help us as we continue to learn about how this program can change the way our firm works.

Pros

The program can be customized to meet your needs and will keep your business organized in ways you can not even imagine. There is a place for everything and everything that is entered can be tracked and reported. The system is very complex, there is is much learning to do and I am sure to this date we are still not using it to it's full capacity.

Cons

None, I love this system! This software will completely change how your company is currently running.

Review Source

Response from Litify

June 3, 2019

Thank you for your review. We strive to make Litify the best solution for practice management

JS

Jake S.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Litify has enabled us to revolutionize our practice and ensure every client is accounted for."

October 25, 2017

5.0

Litify automates marketing, client management, intake, matters, documents, referrals, reporting, and finance, all in a single, secure, easy-to-use application. By leveraging the power Litify, our law firm has the tools we need to perform at the highest level.

Pros

Litify gives you the ability to see any case and what is happening with it, regardless of where you are. Their robust reporting features include complex marketing data, which gives us the ability to make informed decisions that better serve clients and our bottom line. And because of Litify's mobile availability via the Litify mobile app, you can manage everything, anytime, anywhere. Litify empowers you with a lot of data and analytics, and with great knowledge comes great responsibility.

Review Source

BB

Brett B.  
IT Director  
Legal Services  
Used the software for: 2+ years

### "Go to solution"

November 28, 2023

4.0

Pros

Litify took a bit to get its footing on the legal industry in terms of where we use it. Once it found its footing I don't see any other solutions as an option.

Cons

Litfy can be an uphill battle in terms of laying down the foundation and understanding / training for the users. Once it clicks its an excellent tool.

Review Source

DA

Dennis A.  
Department Manager  
Legal Services  
Used the software for: 1-2 years

### "As a intake department head, it has been an amazing!"

October 26, 2017

5.0

It has been an invaluable tool in our call center and has been a massive contributor in our recent growth.

Pros

I love the ease of use which makes it very easy to train intake specialists. The use custom work flows allows them to accurately screen and sign cases autonomously. I love the adaptability of the software to evolve with business needs. The reporting engine and DICE application has been an essential piece in our Firm's recent growth.

Review Source

CA

Claudia A.  
Litigation Closing Leader  
Law Practice  
Used the software for: 6-12 months

### "User friendly"

May 24, 2019

5.0

I truly like that our system gives us access to open multiple windows to work on different things at the same time. I also like that we can hover and briefly see information we need without clicking. I overall like that it is user friendly, easy to learn and navigate.

Pros

The system is very user friendly, easy to learn and navigate. I truly like that our system gives us access to open multiple windows to work on different things at the same time.

Cons

I have nothing negative to say about the system.

Review Source

VB

Vimal B.  
Business Analyst  
Information Technology and Services  
Used the software for: Less than 6 months

### "Good Product"

April 12, 2022

5.0

Pros

Overall it's very convenient to use and it is user-friendly.

Cons

Some packages are very rigid and does not provide us flexibility

Review Source

ST

Susan T.  
Director of Contact Center Operations  
Law Practice  
Used the software for: Less than 6 months

### "Great Product"

August 10, 2021

4.0

Pros

Questionnaires are fairly easy to learn how to build and give a lot of flexibility. The product is ideally designed for managing intakes & questionnaires.

Cons

Litify is built on top of Salesforce with lots of custom objects. I've run into a lot of challenges integrating other products. Many products integrate with Salesforce but once the engineers get involved and try to integrate with Litify, it's a problem.

Review Source

SC

Shad C.  
Pre-Litigation Training Supervisor  
Law Practice  
Used the software for: 6-12 months

### "Overall Amazing Product"

May 28, 2019

5.0

Overall very satisfied with Litify. The implementation of Litify went smoothly and help is always there when needed.

Pros

Very user friendly. Web based so makes moving around Litify a breeze. Can be customized completely so that nothing will ever be missing or needed.

Cons

There is no cons at this time. As we approach a year of using Litify, everything seems to be smooth sailing.

Review Source

AF

Anna F.  
Manager of New Client Relations  
  
Used the software for: 1-2 years

### "Convenient, top quality and user friendly! "

October 24, 2017

5.0

Pros

Streamlines the multi-step processes by consolidating it into one system, while functioning as a communications hub for all users. Ensures systematic structure and uniformity. In addition, it automates our correspondence and helps staff accomplish tasks more efficiently.

Cons

It is unfortunate that not all firms use this software, it really made a difference in our process.

Review Source

AB

Adilen B.  
Pre-Litigation Supervisor  
Law Practice  
Used the software for: 6-12 months

### "Litify Review "

May 29, 2019

5.0

The system has helped our business me more organized, and help with reporting.

Pros

Litify is very user friendly. The system support team is quick to respond, and help. Reports are great!!!!

Cons

If there was one Con, I would say sometimes because it is internet based, the system may have some latency issues, but this is rare.

Review Source

DF

David F.  
Management consultant  
Legal Services  
Used the software for: 6-12 months

### "Moving from Needles to Litify"

February 22, 2019

4.0

We have not seen the benefits we thought we would get. The software is not up to Needles and trying to make it do some of the old function is not easy. Several vendors we looked at to help us knew Sales Force but had no idea what Litify did or how a law firm operates. It has been many months and we still do not have a system up to par and we keep the Needles system running.

Pros

It is very tailorable (not sure that is even a word). Being on a Sales Force platform is both a curse and good thing depending on your patience.

Cons

It is not easy to program because it is on Sales Force.

Review Source

cA

catalina A.  
Closing Supervisor  
Legal Services  
Used the software for: 6-12 months

### "Feedback"

May 29, 2019

5.0

Pros

The reporting is GREAT! High performance and user friendly. I am able to work on my task/duties more efficiently ; highly recommended .

Cons

None! It just took some time to get used too but overall great software.

Review Source

Response from Litify

June 3, 2019

Thank you for your feedback! We love hearing our platform is helping our clients work even more efficiently.

KC

Kaliani C.  
Case manager  
Legal Services  
Used the software for: 6-12 months

### "Litiflyy"

October 22, 2019

4.0

Getting through my case loads has become a breeze

Pros

The one thing that was great about litify that everything would be on one screen and the quick info boxes are a plus

Cons

The whole thing at times can be a bit difficult to navigate through. I think it requires to much clicking

Review Source

GF

George F.  
Managing Attorney  
Law Practice  
Used the software for: 6-12 months

### "Make it simple "

February 22, 2019

4.0

Overall there is better team communication between offices and team members. There is also better documentation of the files to assure all team members can pick up a file and help a client.

Pros

The software has powerful tools and functionality.

Cons

Training and implementation. I feel that there is an expectation that users automatically understand the terminology and how to use the functions of the software. There should be an approach of assume the user knows nothing about this type of software.

Review Source

TS

Tom S.  
Director of Operations  
Legal Services  
Used the software for: 1-2 years

### "Tranformative"

May 22, 2019

5.0

Pros

This has the ability to transform how we manage our cases

Cons

Nothing to report here- I enjoy the software

Review Source

PF

Patricia F.  
Supervisor  
Legal Services  
Used the software for: 6-12 months

### "Litify"

May 29, 2019

5.0

We have created new fields to better document our cases since the implementation of Litify which has helped firm teams find needed information quicker.

Pros

Customizable to our needs and user friendly

Cons

Speed when updating certain fields in the system

Review Source

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