For many legal teams, Salesforce has become an essential platform for managing client relationships, tracking cases, and automating workflows. Litify Salesforce promised to provide a comprehensive case management solution tailored to law firms. However, as legal teams evolve and their needs become more specialized, many are finding that Litify no longer meets their expectations.
In this post, we’ll explore why legal teams on Salesforce are rethinking their decision to adopt Litify Salesforce, and how specialized solutions like Bolt Data Legal are offering a more flexible, cost-effective, and comprehensive alternative.
What is Litify’s Salesforce App and Why Are Legal Teams Moving Away from It?
Litify was designed to offer law firms a comprehensive case management system built on the Salesforce platform. With its integration into the Salesforce ecosystem, it promised a robust CRM solution for managing legal cases. However, as a law firm evolves, many find that Litify no longer aligns with their increasingly complex requirements.
The Limitations of Litify Salesforce
While Litify offers basic case management and CRM functionalities, many legal teams find it lacks the customizability and flexibility that their business models require. The rigid framework and lack of advanced, law-specific features leave firms struggling to adapt their workflows to fit within the confines of the system.
In addition, the cost structure of Litify Salesforce can be prohibitive. Many firms are surprised by the high costs associated with licensing, integrations, and add-ons, leading them to seek out alternatives that provide more value at a lower cost.
5 Reasons Litify Users are Switching to Bolt Data Legal + Salesforce
Bolt Data Legal has emerged as the Litify Salesforce alternative that legal teams are choosing for its flexibility, ease of use, and cost-effectiveness. Here's why law firms are making the switch:
1. Fully Customizable and Tailored to Legal Needs
One of the biggest advantages of Bolt Data Legal is its full customizability. Whether you’re managing personal injury claims, corporate litigation, or intellectual property matters, Bolt Data Legal allows you to design and adapt workflows that fit your specific needs. Law firms can easily adjust the system as their workflows evolve. This level of flexibility ensures that the software works for the firm, not the other way around, unlike rigid systems like Litify Salesforce, which require firms to adapt their processes to the platform.
2. Lower Costs and Transparent Pricing
Another key benefit of Bolt Data Legal is its cost-effectiveness. Many firms find Litify Salesforce to be expensive, with hidden fees and high licensing costs. With Bolt Data Legal, law firms can access a fully integrated, customizable legal solution built on Salesforce without the additional costs typically associated with Litify. Bolt Data Legal offers tailored pricing, which makes it a more budget-friendly option for law firms that need a comprehensive legal CRM without breaking the bank. By reducing licensing fees and eliminating the need for additional app licenses, Bolt Data Legal provides a more affordable alternative that still delivers the high performance of Salesforce.
Want to know how much you could be saving by switching from Litify Salesforce to Bolt Data Legal? Try the Litify Comparison Calculator today.
3. Seamless Integration with Existing Systems
Since Bolt Data Legal is built natively on Salesforce, it seamlessly integrates with Salesforce’s ecosystem and third-party tools that law firms rely on, such as document management systems, accounting software, and e-signature platforms. This ensures that data flows smoothly across platforms, reducing the need for manual data entry and preventing errors. With Bolt Data Legal, law firms can continue using their preferred tools while benefiting from a unified case management solution that’s fully tailored to legal needs.
4. Robust Features for Legal Operations
Bolt Data Legal comes with a suite of powerful features that Litify Salesforce lacks, including:
- Quick Intake: Efficiently capture client information with customizable intake forms. New cases are automatically routed to the appropriate team members, reducing the time spent on administrative tasks and improving client acquisition.
- Automated Document Generation: Generate legal documents like engagement letters, motions, and contracts with just a few clicks. This automation reduces the time spent on paperwork and minimizes the risk of errors.
- Salesforce Extensibility: Bolt Data Legal is built on Salesforce, giving law firms the ability to extend the platform as their business evolves. Whether it’s adding new workflows, integrating additional apps, or adjusting reports, Bolt Data Legal allows you to build on the foundation of Salesforce without limitations.
5. Dedicated Support and Scalability
Bolt Data Legal stands out for its excellent customer support. Law firms can rely on a dedicated team of experts who understand both the Salesforce platform and the unique challenges of the legal industry. Whether it’s assistance with initial setup or ongoing customization, Bolt Data Legal offers responsive, hands-on support to ensure law firms get the most out of their investment. As firms grow, Bolt Data Legal provides the scalability they need to expand and adjust workflows without major disruptions or expensive upgrades.
Why Bolt Data Legal Is the Best Legal Salesforce Alternative for Legal Teams
For legal teams using Salesforce, the limitations of Litify Salesforce are becoming increasingly apparent. The rigid structure, high costs, and lack of customization options are pushing law firms to seek alternatives. Bolt Data Legal offers everything Litify’s solution lacks: full customizability, transparent pricing, seamless integration, and specialized features built for legal teams.
By making the switch to Bolt Data Legal, law firms can unlock a more flexible, cost-effective, and scalable solution that’s designed to meet their unique needs.
Ready to explore how Bolt Data Legal can streamline your law firm’s case management? Book a demo today and see how this innovative solution can transform your practice.
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