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Description

In 2020, your firm adapted its operations to meet the evolving expectations of clients who desire a seamless experience akin to using their iPhone and a level of predictability comparable to their Netflix subscriptions. ClientRock provides your firm with the tools necessary to offer an exceptional client experience, ensuring they will continue to recommend your services for years to come. The intake process serves as your opportunity to create a positive first impression, and you should avoid complicating the beginning of this journey. By utilizing ClientRock, you can easily schedule appointments, gather client information, collect payment details, and secure signed fee agreements through a streamlined and customizable process. While scheduling consultations is important, what follows is equally crucial. With just a single click, ClientRock transforms these consultations into formal engagements, eliminating the need for you to spend time and energy following up with clients to finalize fee agreements, as the system will automatically send them reminders on your behalf. This ensures that you can focus on providing exceptional legal services without the worry of administrative follow-ups.

Description

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.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

8am LawPay Yes 
Microsoft Outlook Yes 
Alert Communications No 
Back Office Betties Yes 
Case Status No 
Chat Agents Yes 
Clio Yes 
Docufree No 
Docusign No 
Google Workspace Yes 
Hona No 
Lexamica No 
Proof No 
QuickBooks Online Advanced No 
Quilia No 
ReviewInc No 
Salesforce No 
Steno Court Reporting No 
Titan No 
eLaw No 

Integrations

8am LawPay Yes 
Microsoft Outlook Yes 
Alert Communications Yes 
Back Office Betties No 
Case Status Yes 
Chat Agents No 
Clio No 
Docufree Yes 
Docusign Yes 
Google Workspace No 
Hona Yes 
Lexamica Yes 
Proof Yes 
QuickBooks Online Advanced Yes 
Quilia Yes 
ReviewInc Yes 
Salesforce Yes 
Steno Court Reporting Yes 
Titan Yes 
eLaw Yes 

Pricing Details

$75 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ClientRock

Founded

2017

Country

United States

Website

clientrock.com

Vendor Details

Company Name

Litify

Founded

2016

Country

United States

Website

www.litify.com/

Product Features

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

Product Features

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access No 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Enterprise Legal Management (ELM)

Contract Lifecycle Management No 
Document Management Yes 
Legal Automation Yes 
Legal Spend Management Yes 
Legal e-Billing Yes 
Matter Management Yes 
Reporting / Analytics Yes 
eDiscovery No 

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Billing

Accounting Management Yes 
Automatic Billing Yes 
Calendar Management Yes 
Case Management Yes 
Client Portal Yes 
Document Management Yes 
Expense Tracking Yes 
Time Tracking Yes 

Legal Calendar

Case Defined Timekeepers Yes 
Completion Tracking Yes 
Conflict Management Yes 
Multi-Office Yes 
Reminders Yes 
Rules-Based Scheduling Yes 
Staff Calendar Yes 
Status Tracking Yes 
Task Management Yes 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

Legal Spend Management

Analytics / Reporting Yes 
Budgeting & Forecasting Yes 
Financial Controls Yes 
Insurance Claims Defense Yes 
Invoice Review Yes 
Legal e-Billing Yes 
Matter Management Yes 
Outside Counsel Management Yes 
Relationship Management Yes 
Strategic Planning Yes 
Vendor Management Yes 

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