salesforceoffshoreservices.com

Salesforce Litify Implementation Services | Legal CRM & Case Management

SO
Salesforce Offshore Services
Salesforce Litify Implementation Services

Run Your Law Firm on the #1 Legal CRM Built on Salesforce

Litify is the leading legal-operations platform built natively on Salesforce — trusted by hundreds of personal injury firms, mass tort practices, corporate legal teams, and high-volume plaintiff law firms. Our certified Litify implementation team configures, customizes, migrates, and integrates Litify so your matters move faster, your intake stops leaking, and every case has full visibility from first call to final disbursement.

Book a Free Litify Audit →Estimate Your Project
$15/hrStarting per hour
2 weeksFree trial
Up to 75%Cost savings
CertifiedLitify specialists

What We Deliver

END-TO-END
  • Litify implementation & configuration
  • Intake forms, qualifying logic & lead routing
  • Matter management, tasks & SLAs
  • Document automation & e-signature
  • Settlement, lien & disbursement workflows
  • Migration from PracticePanther, Clio, Filevine & others
  • Training, runbooks & ongoing support
About Litify Implementation

A legal CRM built on Salesforce — implemented by people who understand both.

Litify is not a generic CRM with a legal label on it. It is a purpose-built platform on Salesforce that models the realities of law firm work — intakes, matters, parties, fees, costs, statutes of limitations, document automation, lien tracking, and the kind of multi-party settlement math that breaks most general-purpose tools. The platform is powerful. But power only matters if it is configured to match how your firm actually practices.

That is where our team comes in. We bring certified Litify implementation experience plus deep Salesforce platform expertise — so we can both configure the standard Litify objects (matters, intakes, parties, tasks, notes) and extend them with custom fields, automation, Apex, Lightning Web Components, and integrations when your practice needs more than out-of-the-box. From a 5-attorney plaintiff firm to a 200-attorney mass-tort practice, we have done it before.

Free Litify Discovery Audit

A 60-minute working session with a certified Litify implementation lead.

Bring your current intake process, matter lifecycle, integrations, and pain points. Walk away with a written recommendation on Litify edition, scope, migration approach, integration map, and a phased rollout plan with effort and cost estimates. No pitch deck, no follow-up loop.

Book Your Audit →
Legal CRM & Case Management Overview

Every part of running a modern law practice — implemented in one place.

Litify covers the full lifecycle of a matter, from the moment a prospect calls in to the day a check clears. Here is what our implementation team configures, customizes, and integrates across the platform.

📞

Intake & Lead Management

Web-to-intake forms, call-tracking integrations, qualifying logic, conflict checks, statute-of-limitations alerts, and lead-to-matter conversion workflows that never let a qualified prospect slip.

📂

Matter Management

Matter records, parties, related entities, key dates, statutes, jurisdictions, case-stage progression, and matter templates per practice area — fully configured for how your firm tracks cases.

✅

Tasks & SLAs

Task templates per matter type, automatic task creation on stage change, SLA timers, escalation paths, and visual workload boards so nothing falls through the cracks.

📝

Document Automation

Templated document generation — retainers, HIPAA authorizations, demand letters, discovery requests, settlement releases — with merge fields drawn directly from matter records.

✍️

E-Signature Workflows

DocuSign, Adobe Sign, and Litify’s native e-signature integrated end-to-end — client retainers, releases, settlement disbursements, all signed and archived against the matter.

💵

Fees, Costs & Settlements

Multi-party fee splits, contingency and hybrid arrangements, case-cost tracking, lien management, settlement allocation, and final disbursement worksheets.

👥

Client Portal & Communication

Branded client portals built on Salesforce Experience Cloud, secure messaging, document sharing, status updates, and clients-self-service features that reduce inbound calls.

📊

Reports & Dashboards

Pipeline by practice area, conversion rates, source attribution, attorney productivity, settlement velocity, and executive dashboards for the managing partners.

🔗

Court & Vendor Integrations

Integrations with court e-filing services, medical record retrieval vendors, lien resolution services, accounting systems (QuickBooks, Xero), and case-cost vendors.

🛡️

Security & Compliance

Role-based access, ethical walls, HIPAA-aligned controls, audit trails, and configurations tuned to your state bar requirements and conflict-management policies.

Litify Setup & Customization Services

Standard Litify gets you 70% of the way. We build the other 30%.

Litify’s standard objects cover most law firm workflows out of the box. The difference between a clean implementation and a frustrating one is the layer of customization tuned to your specific practice areas, fee structures, and operating model.

📝

Practice-Area Configuration

Distinct configurations for personal injury, mass tort, workers comp, employment, family law, corporate, and class action — with the right intake fields, matter stages, and document templates for each.

🔁

Custom Flows & Automation

Automated stage transitions, alert workflows on key dates, statute-of-limitations countdowns, task auto-creation, and approval routing for fee splits and settlements.

📑

Custom Objects & Fields

Custom objects for specialized data your practice tracks — medical providers, vehicles, defendants, witnesses, expert reports, lien-holders — with proper relationships and security.

💻

Apex & LWC Extensions

Custom Apex classes, triggers, and Lightning Web Components when declarative configuration is not enough — settlement calculators, complex lien-resolution math, custom party-relationship visualizations.

📈

Custom Reports & Dashboards

Reports tuned to law firm KPIs — source attribution by ad spend, attorney capacity, case-aging by attorney, projected revenue by stage, and executive scorecards for the managing partners.

📱

Mobile & Field Use

Mobile-optimized layouts for attorneys in court, paralegals on intake calls, and field investigators — with offline-friendly Salesforce Mobile App configurations.

Workflow Automation & Client Management

Automate the repetitive work so your team focuses on the legal work.

The hours your team spends on data entry, status updates, and document chasing are hours that do not move a case forward. Litify’s automation engine, configured well, recovers most of them.

📞

Intake Automation

Web-to-intake, click-to-call, SMS auto-replies, qualifying questions, automatic conflict checks, and lead routing to the right intake specialist or attorney.

📅

Statute & Date Tracking

Automatic countdown timers for statutes of limitations, court deadlines, discovery cutoffs, and key matter dates — with multi-tier alerts before each deadline.

📝

Templated Document Generation

One-click generation of retainers, HIPAA authorizations, settlement statements, releases, demand letters, and discovery requests — pre-filled with matter data.

📧

Client Communication Cadences

Automated client status updates by SMS or email, satisfaction surveys at key matter milestones, and template libraries for paralegal communications.

💳

Case Cost & Expense Tracking

Real-time tracking of medical bills, expert fees, deposition costs, investigation expenses, and other case costs — with reimbursement routing and accounting handoff.

👪

Referral & Co-Counsel Tracking

Referral source tracking, automated fee-share calculation, co-counsel agreements, and referral revenue reporting — critical for firms with referring attorney networks.

📋

Settlement Workflows

Settlement offer logging, negotiation history, multi-defendant allocation, lien resolution, disbursement worksheets, and final-statement generation.

📊

Productivity & Capacity Reports

Attorney case-load reports, intake conversion analysis, source ROI dashboards, and capacity planning views for managing partners.

Integration & Migration Capabilities

From legacy case-management system to a clean Litify deployment.

Most firms come to Litify from another platform — PracticePanther, Clio, Filevine, MyCase, Needles, Smokeball, SmartAdvocate, or a custom Access database. Migrating cleanly is half the work of a Litify rollout. Here is the migration sequence we follow.

📝

1. Map

Map your legacy data model to Litify’s object schema — with attorney sign-off on every field.

🧹

2. Clean

Dedupe contacts, normalize matter stages, fix bad dates, and archive matters that should not migrate.

📥

3. Load

Staged data load in sandbox — intakes, matters, parties, tasks, notes, documents, fees, costs.

✅

4. Validate

Side-by-side validation with the legacy system, error reconciliation, attorney spot-checks.

🚀

5. Cutover

Production cutover on a planned weekend, with rollback safety and 30-day legacy access.

🔁

Legacy Case Management Migrations

PracticePanther, Clio, Filevine, MyCase, Needles, Smokeball, SmartAdvocate, TrialWorks, ProLaw, Time Matters, and custom legacy databases.

💸

Accounting Integrations

QuickBooks Online & Desktop, Xero, Sage, NetSuite, LeanLaw — with case-cost flow, trust accounting handoff, and disbursement automation.

📞

Phone & Call Tracking

RingCentral, CallRail, CallTrackingMetrics, Twilio, Five9, Talkdesk — with automatic call logging, call-to-intake conversion, and source attribution.

📱

Marketing & Ad Sources

Google Ads, Meta Ads, LSA, intake landing pages, paid lead vendors — with UTM tracking, source attribution, and cost-per-signed-case reporting.

📝

Document & Storage

NetDocuments, iManage, Dropbox, OneDrive, Google Drive, SharePoint — keeping documents organized at the matter level with proper access control.

🏥

Medical Records & Liens

Integrations with medical-record retrieval vendors, lien-resolution services, and PI-specific tools that personal injury firms rely on every day.

Features & Business Benefits

What a well-executed Litify implementation delivers to your firm.

Litify is an investment. Done well, it pays for itself within months — in stopped intake leakage, faster settlement cycles, recovered attorney hours, and cleaner financial reporting.

🎯

Stop Intake Leakage

Qualifying logic, conflict checks, and automated routing make sure every qualified prospect is contacted within minutes — not lost to a missed voicemail or a paralegal’s sticky note.

⚡

Faster Matter Velocity

Templated stages, automated tasks, and SLA timers move cases through your pipeline measurably faster — typically 15–30% reduction in average matter age within two quarters.

💰

Cleaner Settlements & Disbursements

Multi-party fee splits, lien tracking, and settlement worksheets eliminate the math errors and missed liens that erode partner profits and put the firm at malpractice risk.

📊

Source ROI Clarity

Marketing dollars finally tied to specific signed cases, settled cases, and average case value — so you can confidently reallocate spend toward the best-performing sources.

📂

One Source of Truth

Every matter document, communication, party, fee, and update lives on the matter record — not scattered across email, shared drives, and a paralegal’s desktop.

🛡️

Compliance & Audit Confidence

Ethical walls, role-based access, audit trails, and HIPAA-aligned controls — ready for state bar inspections, malpractice insurer reviews, and trust-accounting audits.

Legal Firms & Practice Areas We Serve

Litify implementation expertise across every major legal practice area.

Each practice area runs Litify differently. The matter lifecycle for a mass tort firm has nothing in common with employment law or family law. We tune the configuration to fit the practice.

🚙
Personal Injury
⚖️
Mass Tort & Class Action
🏥
Medical Malpractice
👷
Workers Compensation
👨‍💼
Employment Law
🏢
Corporate & In-House
👪
Family & Divorce Law
📜
Estate & Probate
Why Choose Us

The Litify implementation partner that respects law firm realities.

Most Litify failures trace back to consultants who knew Salesforce but did not understand law firm operations — or who knew the legal industry but treated Salesforce as a mystery box. Our team brings both.

✓

Certified Litify Specialists

Active Litify and Salesforce certifications — Administrator, Platform App Builder, Platform Developer, Sales Cloud and Service Cloud Consultant tracks — plus real implementation experience across plaintiff, defense, and corporate practices.

✓

Up to 75% Cost Savings

Senior Litify expertise at $15-21/hour against $250-400/hour from US-only legal-tech firms. Same caliber of work, fraction of the cost.

✓

Practice-Area Tuning

We do not deliver a generic Litify shell and call it done. Configuration is tuned to your specific practice area — PI fee splits, mass-tort defendant matrices, employment law dual-tracks — not whatever was easy.

✓

Time Zone Aligned

Daily standups during your business hours, real-time Slack/Teams availability. Quick decisions on configuration tradeoffs without 24-hour async cycles.

✓

Migration-Tested Discipline

Staged migrations in sandbox, side-by-side validation, attorney spot-checks, planned weekend cutovers with rollback safety, and 30-day legacy access. No production go-live the day before trial.

✓

Free 2-Week Trial

Pick real items from your Litify backlog — a new intake field, a Flow build, a custom report, a small integration. Our team works on them for 2 weeks at zero cost before any commitment.

✓

Written Runbooks

Every configuration, integration, automation, and customization documented in a written runbook. Your in-house admin can extend or maintain the work without us.

✓

Confidential, Secure & Compliant

NDAs signed before any access. Role-based org access, encrypted communications, HIPAA-aligned controls, ethical wall configuration, and respect appropriate to handling privileged client data.

Our Litify Implementation Process

A proven five-phase Litify implementation method.

Transparent, sprint-based delivery with concrete deliverables at every step. You always know exactly what is in flight, what is shipping next, and what is on the roadmap.

1

Discover

Workshops with managing partners, intake leads, and operations. Current matter lifecycle, practice-area workflows, fee structures, integration scope, and migration source defined in writing.

2

Design

Litify configuration blueprint — object model, matter stages, intake forms, fee rules, document templates, security model, and integration architecture. Sign-off before build.

3

Build

Sprint-based development in sandbox — standard Litify configuration, custom fields, Flows, document templates, custom Apex/LWC, and integrations. Live demos every 2 weeks.

4

Migrate & Test

Staged migration from legacy system, UAT with real attorneys and paralegals, conflict-check validation, security testing, and go-live readiness checklist signed off by partners.

5

Launch & Support

Planned weekend cutover, 30-day legacy access for safety, role-based training sessions, recorded video library, and 30 days of free hypercare support.

FAQs

Honest answers to every question law firms ask before a Litify implementation.

What is Litify and why is it built on Salesforce?
Litify is a legal operations platform built natively on Salesforce. Because it runs on Salesforce, it inherits enterprise-grade security, scalability, integration capabilities, and platform automation — plus the entire Salesforce AppExchange ecosystem. Litify adds law-firm-specific objects (matters, intakes, parties, fees, liens) and workflows (intake-to-matter conversion, statute tracking, settlement disbursement) on top of that platform. The combination is what makes Litify the leading legal CRM for high-volume plaintiff firms, corporate legal teams, and modern law practices.
How is Litify different from Clio, Filevine, or PracticePanther?
Most other legal case management systems are standalone SaaS products with limited extensibility. Litify is unique in that it sits on Salesforce — which means it scales to thousands of users, integrates natively with the broader Salesforce ecosystem (Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Einstein AI), and can be customized far more deeply when standard configuration is not enough. For small firms with simple workflows, Clio or PracticePanther may be sufficient. For mid-to-large firms, high-volume PI, mass tort, or any firm that values customization and integration depth, Litify on Salesforce wins.
How long does a Litify implementation take?
A focused implementation for a 5–10 attorney plaintiff firm with one practice area typically ships in 6–10 weeks. Mid-complexity firms with multiple practice areas, custom fee structures, and 2–3 integrations run 10–18 weeks. Large multi-office firms or mass-tort practices with deep customization, complex migrations, and many integrations span 4–9 months. Every project ships in 2-week sprints with live demos so you see progress continuously.
How much does a Litify implementation cost?
Hourly engagements start at $21/hour. Dedicated full-time consultants are $2,500/month ($15/hour, 160 hours). Part-time is $1,500/month ($18/hour, 80 hours). Fixed-scope Litify projects typically range from $20,000 for a focused single-practice-area rollout to $200,000+ for enterprise multi-practice deployments with deep customization and multiple integrations. Litify and Salesforce license fees are separate and paid directly to those vendors. The free discovery audit produces a project-specific estimate.
Can you migrate from our existing case management system?
Yes. We migrate from PracticePanther, Clio, Filevine, MyCase, Needles, Smokeball, SmartAdvocate, TrialWorks, ProLaw, Time Matters, Aderant, and custom legacy databases. Migrations are run in five stages — map, clean, load, validate, cutover — with staged sandbox loading and side-by-side validation before any production cutover. We also retain 30 days of legacy read-only access after cutover as a safety net.
Will the implementation handle our trust accounting and disbursements?
Yes. We configure Litify to handle fee tracking, case-cost expenses, multi-party settlement allocation, lien-holder management, and disbursement worksheet generation. Trust-accounting compliance is enforced through proper integration with your accounting system — typically QuickBooks Online, Xero, LeanLaw, or Sage — with clear separation of operating and trust funds and audit trails for every transaction.
Do you handle HIPAA, ethical walls, and bar compliance?
Yes. HIPAA-aligned controls, role-based access, ethical wall configuration for conflict cases, audit-trail enablement, and configurations tuned to your state bar’s specific requirements are part of every implementation. We work with your COO or general counsel to confirm compliance posture before any go-live, and we provide written documentation suitable for malpractice insurer reviews and bar audits.
Do you provide training for our attorneys, paralegals, and intake staff?
Yes. Every implementation includes role-based training tracks — separate sessions for managing partners, attorneys, paralegals, intake specialists, and administrators — plus a recorded video library, written quick-reference playbooks, and an in-app help configuration. We also offer ongoing training programs for new hires through our dedicated Salesforce training practice.
What happens after go-live?
Every Litify implementation includes 30 days of free post-launch hypercare — we monitor for issues, fix small problems, and tune configuration based on real-world feedback. Beyond that, ongoing administration, enhancements, and support are available through our standard managed services engagements starting at $1,500/month. Many firms keep us on a part-time monthly retainer for continuous improvement and quarterly health audits.
How do we get started?
Visit our Contact page and tell us a few details — firm size, practice areas, current case management system, and what you would like the new platform to do better than the old one. One of our certified Litify implementation leads will reach out within one business day to schedule a free 60-minute discovery audit. You walk away with a written scope, migration plan, and effort estimate, whether you hire us or not.

Ready to run your firm on the #1 legal CRM?

Book a free 60-minute Litify discovery audit with a certified implementation lead. Walk away with a written scope, migration plan, integration map, and effort estimate — whether you hire us or not.

Book a Free Litify Audit →