How to Use Litify
A beginner-friendly guide to getting started with Litify in 2026.
Getting Started: Step by Step
Create your Litify account
Visit Litify's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Litify workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore case-management
One of Litify's key features is case-management. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore intake-automation
One of Litify's key features is intake-automation. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore business-intelligence
One of Litify's key features is business-intelligence. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Litify with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Litify for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Litify's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Litify's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Litify isn't the right fit, here are some similar tools:
Ready to Try Litify?
Legal operating platform built on Salesforce that combines case management, business intelligence, and automation for law firms and legal departments.