Our integrated document management and generation suite streamlines workflows, improves efficiency, and reduces errors, enabling your team to focus on what matters most: delivering exceptional client service. It can be used to:

• Centralize and organize your files in a single platform
• Work efficiently across your document and case management processes
• Streamline document generation with templates and multi-merge
• Take advantage of Litify AI

Benefits of using our integrated document management and generation

Get the information you need quickly: You no longer need to spend extra time juggling disparate file systems, looking through emails, and sifting through duplicate documents and multiple versions. While a few minutes here or there may seem insignificant, those moments add up quickly and break up your workflow. In Litify, all your documents are stored in a single platform, and with customized shortcuts, document tagging, and the ability to quickly edit file information, you can organize all your files in a way that works best for you to work efficiently.

Connect document and case management processes: An integrated document management suite further increases productivity by streamlining and automating the key tasks that keep your cases moving forward. Auto-fill documents using the information already saved in Litify, easily complete in-line edits, create a shareable link or instantly send for electronic signature, and automatically save it to the correct case file. You can also create and assign a set of tasks associated with each document to ensure nothing falls through the cracks.

Streamline your document creation: Avoid repetitive tasks like formatting new documents or locating a previous version to copy from with organization-wide document templates. Templates can be built for any scenario and support multi-conditional logic and rules to automate your document generation. And if you need to add unique verbiage on the fly? Document templates also allow for freeform text so staff can further tailor the contents of each document.

Take advantage of the power of Litify AI: Litify AI analyzes your documents to extract important insights and automatically complete relevant fields within the case file in Litify, immediately making information accessible for use in reporting and automated workflows across the platform. This gives staff faster, more reliable access to data that’s typically tucked away in documents while freeing them up to focus on more complex, impactful casework.

Keep your operations — and your documents — organized

Not only does a well-organized firm waste less time, but it also enables your team to deliver superior client service because everything is always right at their fingertips. Check out the latest enhancements to our document management and generation capabilities to help keep your operations — and documents — organized:

Document Tagging: An all-new way for staff to additionally locate and organize files across their cases. You can apply one or multiple tags on upload, through automation, or in bulk to quickly review all documents in the tagged view.

Live Edit: Quickly edit and manage different file versions with minimal effort, combining the new version, check-out, edit, and check-in actions into one seamless process. Staff can also collaborate to edit files simultaneously in real time, enhancing communication across teams.

Advanced PDF Editing: Rearrange pages, redact sensitive info, delete or add content, and even insert signatures — all without leaving the Litify platform. It’s everything you need to manage PDFs efficiently and securely.

Multi-Merge: Streamline repetitive document generation by automatically merging the same template multiple times into a matter.

Document Archival: Optimize document storage by archiving files for outdated matters, folders, and files.

Advanced Text & Content Search: Easily identify needed files with advanced search capabilities like natural language processing, filters, and Boolean operators. Plus, with a full refresh of our built-in OCR functionality, you’ll find more complete, accurate, and contextualized results when searching the text content of files.

Infinite Scroll: Reduce the amount of clicks and navigate through files with ease by eliminating the need to navigate between pages of results and wait for each new page to load. You can also download files in bulk without having to move from page-to-page.

The takeaway

With your files and data organized, integrated, and automated, your team has time back in their day to focus on case strategies and client relationships. And with happier, more satisfied clients, you can count on better client retention and more referrals.

Integrating your document and case management systems means less manual work, fewer versions of documents floating around, more consistent data and processes, and enhanced productivity. As an open and flexible platform, Litify also integrates with the systems your team already loves using, including NetDocuments, iManage, DocuSign, and more.

If you’re not already on Litify, but want to learn about how you can bring these features (and more!) to your business, schedule a personalized demo with our team. You can also explore the power of the platform in our interactive product tour.