Litify

Potential client submits a web form.

Litify Intake creates a Lead record.

Logic-based questionnaire guides the intake specialist.

Liti-AI scores the case based on injury type and location.

Digital retainer is automatically sent via DocuSign integration.

Import claimant data via CSV into Litify.

Group claimants into sub-stages based on medical criteria.

Bulk-generate medical record requests using Docrio.

Use Tableau to track global settlement distribution metrics.

Automate claimant communications via SMS/Email triggers.

Outside counsel submits invoices via a secure portal.

Litify automatically checks invoices against billing guidelines.

Legal Ops reviews flagged line items in the dashboard.

Approved payments are synced to the corporate ERP.

Real-time accrual reports are generated for the CFO.

Assign a new defense file to an attorney.

Litify triggers a 'Standard Defense' task set.

Automated calendaring of court dates via Outlook sync.

Docrio generates the 'Answer' template using case data.

Matter stages track the case through discovery and trial.

Attorney inputs specific case facts (e.g., liability percentage).

Liti-AI queries the firm's historical settlement data.

System returns a 'Recommended Settlement Range'.

Attorney uses the data as leverage in negotiations.

Final settlement is recorded to retrain the AI model.

PDF medical records are uploaded to Docrio.

AI OCR extracts key dates and diagnoses.

Data is populated into a 'Medical Chronology' table in Litify.

Attorney reviews the summarized timeline.

Index is automatically linked to the expert witness prep file.

Tag outgoing cases with a 'Referral Partner' ID.

Automated status updates are sent to the partner firm.

When the case closes, the fee split is calculated automatically.

Tableau report identifies the most profitable referral sources.

Monthly performance statements are sent to partners.