Litify vs. Matterly Comparison


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About 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.	About A user-friendly platform to help save your firm significant amounts of time during the creation of necessary records. Define who from the organization is related to a matter and their role. Assignee rates for all matters can be specified. Integrate with Proof, Click2Mail, and others for certified mail and finding document delivery services. In today’s legal world there are more moving parts than ever. Many attorneys get in over their heads simply due to imperfect office workflow. With Matterly you can quickly have a time tracker set up, intake process enabled, onboarding instructions implemented, and then create and manage matters all while assigning specific tasks to specific individuals. All of this can be set up and monitored seamlessly in the office or on the go! Matterly is a CRM system like no other! Users can upload their own templates with merge tags, allowing them to insert information directly from Matters and their related records in Salesforce.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Law firms, Legal Departments, Government Agencies, Nonprofits	Audience Legal professionals and companies looking for a solution to improve their processes, manage their matters, and assign specific tasks to specific individuals
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Litify Founded: 2016 United States www.litify.com/	Company Information Matterly United States matterly.io
Alternatives Filevine	Alternatives CARET Legal
Assembly Neos Assembly Software	Litify
Law Ruler ProfitSolv	Lawcus
CaseFox	Traffic Ticket CRM App Maisters
Clio Themis Solutions View All	Smokeball View All
Categories Document Generation Supported Document Management Supported Enterprise Legal Management (ELM) Supported Law Practice Management Supported Legal Supported Legal Billing Supported Legal Calendar Supported Legal Case Management Supported Legal CRM Supported Legal Document Drafting Supported Legal Document Management Supported Legal Intake Supported Legal Spend Management Supported Legal Time Tracking Supported Matter Management Supported Personal Injury Law Supported	Categories Legal Case Management Supported Legal CRM Supported
Legal Case Management Features Billing Management Supported Calendar Management Supported Case Notes Supported Client Management Supported Communication Tracking Supported Conflict Management Supported Corporations Supported Court Management Supported Discovery Management Supported Docket Management Supported Document Management Supported Expense Tracking Supported Government Supported Law Firms Supported Records Management Supported Task Management Supported Time Tracking Supported Trust Accounting Supported Show More Features Document Generation Features Batch Processing Supported Collaboration Supported Digital Signature Supported Interaction Tracking Supported Multiple Output Formats Supported Templates Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Supported Document Conversion Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Supported Offline Access Not Supported Optical Character Recognition Supported Print Management Supported Version Control Supported Enterprise Legal Management (ELM) Features Contract Lifecycle Management Not Supported Document Management Supported eDiscovery Not Supported Legal Automation Supported Legal e-Billing Supported Legal Spend Management Supported Matter Management Supported Reporting / Analytics Supported Law Practice Management Features Billing & Invoicing Supported Calendar Management Supported Client Portal Supported Conflict Management Supported Contract Management Supported CRM Supported Document Management Supported Email Management Supported Legal Case Management Supported Task Management Supported Time Tracking Supported Trust Accounting Supported Legal Billing Features Accounting Management Supported Automatic Billing Supported Calendar Management Supported Case Management Supported Client Portal Supported Document Management Supported Expense Tracking Supported Time Tracking Supported Legal Calendar Features Case Defined Timekeepers Supported Completion Tracking Supported Conflict Management Supported Multi-Office Supported Reminders Supported Rules-Based Scheduling Supported Staff Calendar Supported Status Tracking Supported Task Management Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Supported Full Text Search Supported Version Control Supported Legal Spend Management Features Analytics / Reporting Supported Budgeting & Forecasting Supported Financial Controls Supported Insurance Claims Defense Supported Invoice Review Supported Legal e-Billing Supported Matter Management Supported Outside Counsel Management Supported Relationship Management Supported Strategic Planning Supported Vendor Management Supported
Integrations Salesforce Supported 8am LawPay Supported Alert Communications Supported Birdeye Supported Case Status Supported CaseworksPro Supported Click2Mail Not Supported Docufree Supported Docusign Supported Google Calendar Supported Hona Supported Lexamica Supported Proof Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Quilia Supported ReviewInc Supported Steno Court Reporting Supported eLaw Supported iManage Supported Show More Integrations View All 26 Integrations	Integrations Salesforce Supported 8am LawPay Not Supported Alert Communications Not Supported Birdeye Not Supported Case Status Not Supported CaseworksPro Not Supported Click2Mail Supported Docufree Not Supported Docusign Not Supported Google Calendar Not Supported Hona Not Supported Lexamica Not Supported Proof Not Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported Quilia Not Supported ReviewInc Not Supported Steno Court Reporting Not Supported eLaw Not Supported iManage Not Supported Show More Integrations View All 2 Integrations
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