Litify in brief
Litify was founded in 2016 by John Morgan, of the personal injury firm Morgan & Morgan, and Reuven Moskowitz, and Morgan & Morgan became one of its largest customers after migrating millions of client and case files. Bessemer Venture Partners took a majority stake in 2023. Litify says it serves more than 45,000 legal professionals, including Salesforce itself, plaintiff and defense firms, in-house legal teams, government agencies and nonprofits. Because it runs on Salesforce, firms get Salesforce's security, mobile apps, reporting and integrations, and can extend Litify with other Salesforce apps. In March 2026 Litify rebranded its product as an AI-native Platform of Action.
Litify covers the full case lifecycle. Intake tools capture leads, qualify them and send retainers for e-signature. Matter management tracks parties, deadlines, tasks, notes, emails and files, with configurable workflows for each practice area. Document management and generation, timekeeping, billing and eBilling, and real-time reports and dashboards are included, all configured in a no-code environment. For corporate legal departments, Litify offers enterprise legal management with matter intake, outside counsel spend control and eBilling. Litify says its platform runs on Salesforce and AWS, with Anthropic as its closed AI model provider. Implementation is a project, often with partners, rather than a self-serve signup.
Litify's strengths are its Salesforce foundation, end-to-end coverage from intake to billing, a growing library of native AI agents, strong personal injury features and support for corporate legal departments. Its weaknesses are a high starting price, implementation effort, dependence on Salesforce skills for deep customization and limited public pricing. Filevine offers similar configurable case management with LOIS AI and deposition tools. Clio suits smaller firms wanting simpler setup. EvenUp and Supio focus on AI for injury demands and case analysis. Eve targets plaintiff firms with AI-native workflows. Choose Litify if your firm wants a Salesforce-based platform with AI agents across every case.