Litify Legal Operations Platform API
Litify REST API for legal operations management built natively on Salesforce. Enables AI agents to manage matter lifecycle and case management for personal injury and mass tort law firms, handle intake workflow and lead management for legal client acquisition, access document management and generation for legal workflow, retrieve settlement tracking and financial management for legal operations, manage task and deadline management for case workflow compliance, handle referral network and co-counsel management for plaintiff firm operations, access reporting and analytics for legal business intelligence, retrieve client communication and portal access management, manage lien and medical records management for personal injury case handling, and integrate Litify data with Salesforce CRM, medical records, and settlement funding platforms.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Legal operations. SOC2. OAuth2. US. Privileged legal and settlement data.
⚡ Reliability
Best When
A personal injury, mass tort, or plaintiff law firm using Litify on Salesforce wants AI agents to automate case intake, matter management, settlement tracking, and client communication.
Avoid When
LEGAL ETHICS RISK: Litify is built on Salesforce — attorney-client privileged data in Salesforce objects is subject to Salesforce data governance and security model; misconfigured sharing rules create privilege exposure. Salesforce API limits are shared with CRM operations; automated Litify mass operations can exhaust org-level API limits. Settlement automation must comply with state client settlement notification requirements; automated settlement acceptance without client consent creates ethical violation.
Use Cases
- • Managing case intake from legal lead management agents
- • Tracking settlements from legal financial agents
- • Automating document generation from legal workflow agents
- • Managing medical records from personal injury case agents
Not For
- • Small law firms without Salesforce platform dependency
- • Defense-side law firms without plaintiff/claimant case management focus
- • Non-litigation practices without case intake and settlement workflow
Interface
Authentication
Litify uses OAuth 2.0 (Salesforce OAuth — inherits Salesforce authentication). Developer portal at developer.litify.com. Webhooks via Salesforce Platform Events. REST API with Salesforce REST and JSON. New York, New York HQ. Private (VC-backed: Vista Equity Partners). Founded 2016. 400+ law firm customers. Built 100% on Salesforce. Strong in personal injury, mass tort, and plaintiff law firms. Competes with Filevine and Smart Advocate for plaintiff law firm software.
Pricing
New York. Litify (Vista Equity Partners). Founded 2016. 400+ law firm customers. 100% Salesforce-native. Personal injury and mass tort focus. Competes with Filevine, Smart Advocate, and CARET Legal for plaintiff legal software.
Agent Metadata
Known Gotchas
- ⚠ LEGAL ETHICS RISK: Attorney-client privileged data in Salesforce; Salesforce sharing rules misconfiguration creates privilege exposure; privilege and confidentiality must be maintained in Salesforce security model
- ⚠ Settlement client consent — settlement acceptance requires client informed consent; automated settlement workflow without client notification creates ethical violation under ABA Model Rule 1.4
- ⚠ Salesforce API limit sharing — Litify shares Salesforce org-level API limits with other Salesforce apps; automated Litify operations must be throttled to preserve capacity
- ⚠ Mass tort data volume — mass tort firms manage thousands of claimants; automated mass tort case operations at scale can generate API volume that hits Salesforce limits quickly
- ⚠ Medical records PHI — personal injury case medical records are HIPAA PHI; automated medical records management requires HIPAA-compliant handling and BAA with records providers
- ⚠ Referral fee tracking — plaintiff law firm referral arrangements must comply with state bar fee splitting rules; automated referral tracking must reflect bar-compliant fee arrangements
Alternatives
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Scores are editorial opinions as of 2026-03-07.