Litify Erfahrungen

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.

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.

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.

I think they should dedicate more time to do more with phone system integration.

It's built on the salesforce platform and can be customizable.

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.

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.

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.

Resides on top of Salesforce and therefore is secure and likely long lasting.

The integration with Banjaxed, our texting platform, didn't go exactly as advertised.

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.

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.

It seemed to offer a lot of what we wanted. But once we signed the deal and started to implement, everything went downhill.

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.

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.

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.

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.

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!

The report feature is good. roles is improving.

no docket having to create basic features that all law practices would need

Reporting capability and it is cloud based

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.

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!

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

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.

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.

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.

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

The Docrio features are outstanding and improve our Case Managers UX

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.

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.

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.

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.

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.