Our latest product enhancements are here! We’ve been focused on developing fresh capabilities that will help your teams streamline document management, improve efficiency, and enhance their day-to-day workflows. Here’s what’s new this quarter, plus a sneak peak at what’s coming next.

A reimagined experience for PDF editing

Our revamped PDF editor provides even more control over your documents by enabling you to edit PDFs directly in the Litify platform. The highlights include:

• Drag-and-drop pages for easy reordering
• Easily add or delete pages to customize documents to your needs
• Annotate documents with underlines, highlights, boxes, and more
• Upload images to further personalize and clarify your documents

Client data collection made easy with dynamic Questionnaires

Our new, user-friendly questionnaires automatically jump to the next relevant question based on the information your clients share. This creates a smoother, faster intake process for both your clients and case managers.

Deeper insights with self-serve reporting for Litify AI

You can now track and monitor the utilization of Litify AI on a per-use basis, giving you deeper insights into how AI is being used across your individual clients and matters.

Additional document types available in Litify AI

Our AI data entry tool extracts insights from your documents and automatically maps key information to new or existing records while auto-categorizing the document within the Litify platform. You can also easily review the document for accuracy in a new side-by-side panel. New document types, including insurance declarations and insurance cards, are now supported — with many more documents to come in 2025.

Streamlined communication with new document previews

When scrolling through your documents, you can now see the date and time for email messages in the preview panel. We also added the ability to preview your documents right from the activity timeline so you can easily access and view those files without leaving the page.

Enhanced mass bill generation

For billing teams, we’ve added the ability to save, reuse, and share complex filter configurations in the mass bill generation screen. This makes the billing process more consistent and reduces repetitive tasks, helping your team stay efficient.

What’s ahead

At Litify, we’re committed to delivering an innovative and best-in-class platform that helps legal teams unlock their best performance. We have a robust roadmap planned  so you can kick off the new year strong. Here are a few updates you can look forward to in the coming months:

• Enhancing our document generation suite
• Expanding our AI capabilities
• Deepening our integrations to further centralize your data and processes

Customer feedback is essential to our ongoing success — and enables us to further strengthen our solutions to support yours. If you’re a current customer, we encourage you to reach out to your Customer Success Manager with any comments or ideas.

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.