Built Natively on Salesforce
Litify runs inside your Salesforce org — not as a bolt-on or external portal. Your CRM data, client records, and matter data share a single source of truth from day one.
Salesforce Industry Apps — Litify
Your Cases Are Running.
Your Platform Should Be Too.
Litify is the legal operating platform built natively on Salesforce — centralizing matter management, intake automation, billing, AI-powered legal tools, and real-time firm visibility. Twopir configures it to match how your firm actually works, not how a default template assumes you do.
500+
Client Deployments
12+
Years Experience
40+
Person Team
Partner
Salesforce & HubSpot
AI Delivery
Trusted by firms managing
Personal Injury Mass Tort Corporate Law Family Law Multi-Practice Enterprises In-House Legal Teams Personal Injury Mass Tort Corporate Law Family Law Multi-Practice Enterprises In-House Legal Teams
Where Firms Stall
The Real Cost Is Operational Friction
Most firms that come to us don't have a technology problem. They have a systems design problem. Matter data lives in the wrong place. Intake is manual. Billing runs behind. Litify solves all of this — when it's configured correctly from the start.
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Matter data scattered across disconnected tools
Case details in one system, documents in another, billing in a third. Every handoff creates re-entry, version risk, and communication lag between team members who can't see the full picture.
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Time tracking that doesn't connect to billing
Hours logged but never invoiced. Estimates that drift from actuals. Invoices assembled manually from notes rather than pulled from tracked billable activity. Revenue leaks at every step.
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Document workflows without version control
Drafts shared by email. Approvals tracked in threads. The latest version becomes unclear. For a firm handling complex legal documents, that ambiguity creates both inefficiency and risk.
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No operating visibility for leadership
Managing Partners rely on weekly reports assembled after the fact. Matter status, billing exposure, team capacity — none of it visible in real time. Decisions lag the data by days or weeks.
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Onboarding new matters takes too long
Client intake feeds one system. Retainer setup lives in another. Matter creation involves manual re-entry across tools. What should take an hour takes two days — on every new engagement.
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No AI leverage on routine legal tasks
Teams spend hours on medical record summaries, demand letter drafts, and billing checks that AI can accelerate. Without an embedded platform, that time is lost on every single matter.
Platform Context
Litify Is Built for Legal Work. We Build It Around Yours.
Litify is the only end-to-end legal operating platform built natively on Salesforce. It gives law firms and in-house legal teams a single environment for matters, intake, documents, time, billing, and analytics — without stitching together unrelated tools. Twopir configures and extends it to match your firm's exact workflow logic.
Enterprise-Grade Security
Sensitive legal data sits within Salesforce's security model — role-based access, field-level permissions, full audit trails, two-factor authentication, and data encryption in transit and at rest.
Litify AI + Agentforce
Native AI generates medical record summaries, drafts demand letters, detects billing errors, recovers missing time entries, and condenses transcripts — all inside the matter record, not a separate tool.
AppExchange Integration Ecosystem
Litify inherits the full Salesforce AppExchange — DocuSign, Twilio, medical records retrieval, Tableau analytics, and 3,400+ additional applications your firm may already use.
Multi-Currency & Global
Built-in multi-currency support makes it practical for firms serving international clients — with billing, retainer management, and invoicing adapted per jurisdiction.
Scales from Boutique to Enterprise
Litify serves single-practice firms and multi-office enterprises managing mass tort dockets. The platform's data model and configurability hold up as your firm grows in volume and complexity.
Platform Capabilities
What Litify Puts Inside Your Salesforce Org
A complete capability set for legal operations — from matter initiation through billing and reporting. Twopir configures each module to fit how your firm actually runs.
Legal Matter Management
Organize, track, and manage every matter from open to close — with status tracking, assignment logic, and milestone visibility for all team members across any practice type.
Core ModuleClient Intake & Lead Automation
Automated intake workflows capture lead data, route qualified prospects, and trigger matter creation — eliminating manual re-entry and accelerating the intake-to-engagement handoff.
Intake AutomationDocument Generation & Management
Produce demand letters, retainer agreements, and case documents from matter data automatically. Store, version, and retrieve all case-related documents with full audit history and access controls.
Document ControlTime Tracking & Timekeeping
Track billable hours directly against matters and billing rates. Litify AI surfaces missing time entries so nothing billable slips through before invoicing.
Billing AccuracyBilling, Invoicing & Collections
Generate invoices directly from tracked time and matter resources. Apply billing rules, retainer draws, trust balances, and multi-currency rates automatically — not manually.
Revenue CaptureSettlement & Disbursement Management
Native settlement tracking and disbursement management for plaintiff-side practices. Track settlement values, lien management, and client disbursements without external tools.
Plaintiff PracticesDeadline & Statute Tracking
Automated notifications for statute deadlines, court dates, task assignments, and escalations. Critical dates stay visible across the team — not buried in individual calendars.
Risk ReductionClient & Contact Management
Consolidated client records with full relationship history, matter associations, communication logs, and contact hierarchies within the Salesforce CRM layer your team already knows.
Relationship DataWorkflow Automation
Automate task assignments, document routing, approval workflows, and status transitions triggered by matter events — using Salesforce Flow, not custom code that breaks at upgrade.
Process EfficiencyMatter Templates & Checklists
Pre-built templates for PI, mass tort, family law, and corporate matters accelerate new case setup. Checklists enforce consistency across team members and practice areas.
StandardizationReporting & Dashboards
Einstein Analytics plus Litify-specific dashboards for matter stage, intake conversion, attorney productivity, and settlement values. Leadership gets real-time intelligence — not assembled spreadsheets.
Operating IntelligenceLitify AI Tools
Generate medical record summaries, draft demand letters, audit billing, recover missing time, and condense transcripts — AI assistance embedded in the matter workflow, not a separate tool.
AI-PoweredOur Delivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
The difference between a Litify deployment that gets adopted and one that gets abandoned comes down to how it's designed before the first configuration is applied. Twopir runs discovery before we run setup.
Phase 01
Litify Setup & Salesforce Configuration
Full installation and configuration of Litify within your Salesforce org. We handle object relationships, security model alignment, field customization, intake form setup, and integration with your existing Salesforce data — cleanly, without creating technical debt.
Phase 02
Business-Specific Workflow Design
We map your actual intake-to-resolution process and build the automation logic around it. Matter assignment rules, approval workflows, document routing, statute deadline tracking, and escalation triggers — all designed for how your team works, not a generic legal template.
Phase 03
Template, Document & AI Configuration
Organization of matter templates, document libraries, and version structures. We configure Litify AI to generate demand letters, summaries, and billing checks from your actual matter data — and integrate with DocuSign, Adobe Sign, or your existing e-signature platform.
Phase 04
Reporting, Dashboards & Operating Visibility
We build the reporting layer that firm leadership actually uses: matter pipeline views, intake conversion dashboards, settlement tracking, attorney productivity, and billing exposure. Real-time operating data, not weekly exports.
What Changes
The Outcomes Firms Actually Come Back For
Firms that implement Litify well — with proper workflow design and clean configuration — report the same set of operational improvements. These are the outcomes Twopir is built to deliver.
One Place for All Matter Data
Case details, documents, time entries, communications, and billing information unified in a single Salesforce record. No cross-referencing systems to get a complete picture of any matter.
Faster Matter Intake & Onboarding
Automated intake workflows and pre-built matter templates reduce the time from signed engagement to fully open matter — from days to hours for most practice types.
Billing Accuracy & Automated Invoicing
Invoices generated directly from tracked time and matter resources — not assembled manually. Retainer draws, trust balances, and billing rates applied correctly every time.
Deadline & Compliance Discipline
Automated reminders and escalations ensure statute deadlines, court dates, and critical milestones don't rely on individual memory or manual calendar entries.
Real-Time Firm Visibility
Leadership dashboards show live matter status, intake trends, billing exposure, settlement pipeline, and team capacity. Managing Partners stop chasing data and start using it.
AI-Accelerated Legal Work
Medical record summaries, demand letter drafts, billing error detection, and transcript condensation handled by Litify AI — so attorneys spend time on legal strategy, not document labor.
Common Scenarios
Where We See Litify Deliver Most
Personal Injury & Mass Tort
High-volume plaintiff practices needing end-to-end matter control. Firms handling dozens or hundreds of active PI or mass tort matters use Litify to assign ownership, track case stages, manage settlement pipelines, and identify stalled cases before they become problems. Twopir configures matter stage logic to match your plaintiff-side workflows, including native settlement tracking and disbursement management.
Client Intake Automation
Automating the lead-to-engagement handoff. From initial inquiry through signed retainer and matter creation, Twopir builds the intake workflow that eliminates manual steps. New client data captured once — qualified, routed, and propagated cleanly to every downstream system without re-entry.
Document Handling
Demand letters, agreements, and case documents produced from data — not rebuilt by hand. Legal teams producing high volumes of documents use Litify's generation and management layer to eliminate version confusion. Twopir configures templates, folder hierarchies, permission models, and AI-assisted generation to match your team structure.
Billing & Collections
Closing the loop between work done and revenue collected. Firms dealing with billing delays or collection gaps use Litify's time tracking and invoice generation to tighten the AR cycle. Twopir configures billing rules, retainer draw logic, trust account management, and multi-currency invoicing for firms with complex billing structures.
Leadership Reporting
Giving Managing Partners real-time data — not weekly exports. Firms transitioning from spreadsheet-based reporting to live dashboards use Twopir's reporting build-out to surface matter pipeline, intake conversion, settlement values, billing exposure, and team performance data that leaders can act on immediately.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
We Start with the Operating Model, Not the Software
Before we touch Salesforce, we map how your firm opens matters, tracks time, invoices clients, and runs operations. The system we build reflects your actual workflows — not a default template optimized for a different firm's practice.
02
We Own the Outcome
We don't hand off a configuration document. We design, build, integrate, test, and launch Litify — and we stay until the system performs as promised.
03
We Think Across the Full Matter Lifecycle
Intake, matter operations, billing, collections, AI automation, and reporting are not separate projects. We design them as one connected system inside your Salesforce org.
04
We Have Direct Legal Operations Experience
We have built Salesforce and Litify infrastructure for personal injury, mass tort, family law, and corporate practice firms. The use cases, workflows, and pitfalls are known to us — not discovered during your engagement.
05
We Build for Scale, Not Just Launch
Our architecture holds up as your firm grows — more matters, more offices, more practice areas, higher AI utilization. The system you launch should be the foundation for the next stage of growth.
"The problem is rarely that a firm lacks software. The problem is that the systems underneath matter management, intake, billing, and reporting were never designed to work together under real operational pressure."
Twopir Consulting — Certified Salesforce architects. Litify implementation specialists. Global delivery across US, UK, UAE, AU, CA.
Full Litify setup & Salesforce configuration
Business-specific workflow design
Template & document management
Litify AI configuration
Reporting, dashboards & operating visibility
12+ Years Salesforce & HubSpot Delivery
500+ Clients Served
Serving: US · Canada · UK · UAE · Australia · New Zealand
Salesforce Partner
HubSpot Partner
AI Delivery
Common Questions
Questions Firms Ask Before We Start
Do we need a separate Salesforce org for Litify, or can it run in our existing org? +
Litify installs inside your existing Salesforce org — it doesn't require a separate environment. If you already use Salesforce for CRM or other operations, Twopir will assess what's in your current org and design the Litify setup to coexist cleanly with it, rather than creating a parallel environment that requires separate maintenance.
How long does a typical Litify implementation take? +
Scope determines timeline. A focused implementation — core matter management, intake automation, billing setup, and baseline reporting — typically runs 6–10 weeks. Engagements that include Litify AI configuration, external integrations, or complex workflow logic take longer. Twopir scopes delivery based on your actual requirements before any work begins.
Can Litify integrate with our existing billing, document, or case tools? +
Yes. As a Salesforce-native application, Litify supports clean integration with external systems through standard Salesforce APIs and AppExchange middleware. Twopir handles integration design and build — connecting Litify to DocuSign, Adobe Sign, medical records retrieval services, accounting systems, and other tools your firm already relies on.
What Salesforce licenses do we need to run Litify? +
Litify requires a standard Salesforce license (Professional, Enterprise, or Unlimited) plus the Litify managed package subscription. Twopir will assess your current license position as part of discovery and advise on the right license structure for your team size and feature requirements.
Is Litify suitable for small law firms or only enterprise-scale practices? +
Litify scales from boutique plaintiff practices to multi-office enterprises managing mass tort dockets with thousands of claimants. The platform's value — centralized matter data, automated intake, AI-assisted legal work, real-time reporting — is relevant regardless of firm size. The scope of implementation adjusts to fit the firm.
How are you different from an implementation-only partner? +
Implementation-only partners optimize for delivery of the platform. We optimize for whether the platform improves the firm's operating performance. The engagement starts earlier — with architecture and process design — and continues beyond go-live with adoption support, AI optimization, and scale planning.
Get Started
Ready to Run Your Firm's Operations
on a Single Platform?
Talk to a Twopir legal systems architect. We'll review your current setup, identify the gaps, and tell you exactly what a well-configured Litify environment looks like for your firm — before any engagement begins.
Speak with a team that understands legal systems, Litify architecture, and what it takes to run a firm at scale.
