PrivyCounsel

Relevant indicators showing assets, gross and net profit margins, and debt ratios available for decision-makers and managing partners. Practice leaders can track KPI of fee earners, staff utilization and performance of work divisions. Matter management solution provides full experience to manage cases from legal document management solutions to activity tracking, with financial accounting solutions developed for law offices. Case documents and precedents become knowledge management for the legal research team with Intuitive search and AI-based suggestions for legal research. Implement legal workflow automation to manage SOP for all law firm processes, from KYC, case management to billing. Security can be customized to practice department needs. Share documents and invoices with clients and external counsels with a secure legal client portal. Clients can upload the case documents and available to lawyers in the case files.

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world. Litify's solution includes: Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case. Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features. Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in.