When law firms first adopt Salesforce for their case management needs, they are often drawn to Litify Salesforce as one of the more well-known Salesforce apps. Built on Salesforce’s powerful platform, Litify offers law firms the potential to manage cases, clients, and workflows within a unified system. However, as firms begin to grow and scale, they quickly realize that Litify doesn’t always offer the level of flexibility, support, and customization needed to keep up with their evolving needs.
In this post, we’ll explore why many law firms using Salesforce for law are rethinking their decision to adopt Litify, and how specialized solutions like Bolt Data Legal are offering a more adaptable, cost-effective, and comprehensive alternative.
Why Law Firms Initially Fell for Litify Salesforce – And What They’re Realizing Now
Litify entered the legal tech space as a platform that promised to bring Salesforce’s robust CRM capabilities to law firms. With Salesforce’s cloud infrastructure powering it, Litify provided law firms with a unified tool to manage case files, track client interactions, and automate workflows – all in one system.
For many firms, this integration with Salesforce made Litify an appealing choice, as it allowed them to manage their operations in a familiar environment. However, as firms began to use it more extensively, they started encountering limitations that became more evident as their operations grew:
- Rigid Customization Options: While Litify does provide some flexibility, law firms often find that it’s difficult to fully tailor the platform to their unique processes. With workflows and features that are often one-size-fits-all, firms find themselves constrained by predefined templates and limited adaptability.
- High Costs and Hidden Fees: One of the biggest concerns voiced by Litify users is the cost. While the platform promises a comprehensive solution, many law firms have found that the pricing model, combined with additional licensing fees and customization costs, makes Litify a more expensive option than they anticipated.
- Integration Challenges: While Salesforce is known for its ecosystem of integrations, Litify Salesforce doesn’t always make it easy to integrate with other critical systems law firms rely on, such as accounting software or e-signature tools. This lack of seamless integration can lead to inefficiencies and fragmented workflows, which ultimately slow down day-to-day operations.
Why Bolt Data Legal is the Flexible Salesforce Solution Your Firm Has Been Waiting For
As law firms become more sophisticated in their use of Salesforce, many are finding that Bolt Data Legal offers a much more flexible, cost-effective solution than Litify Salesforce. Designed specifically to address the limitations of Salesforce for Law, Bolt Data Legal provides a tailored, customizable solution that better aligns with the needs of legal teams.
1. Complete Flexibility and Customization
One of the biggest advantages of Bolt Data Legal is its full customizability. Unlike Litify Salesforce, Bolt Data Legal allows law firms to tailor every aspect of the platform to match their unique workflows. Whether it’s designing custom intake forms, creating automated case progression stages, or adjusting document generation templates, Bolt Data Legal can be fully adapted to fit the needs of each firm, regardless of practice area.
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. Cost-Effectiveness with Tailored 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 licensing costs 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 the need for additional software licenses and integrations, Bolt Data Legal ensures that law firms achieve greater value without unexpected costs.
Already a Litify user? Calculate how much you could save by switching to Bolt Data Legal here.
3. Seamless Salesforce Integration
Since Bolt Data Legal is built natively on the Salesforce platform, it seamlessly integrates with Salesforce’s ecosystem of apps and third-party tools. Whether a firm needs to integrate document management systems, e-signature platforms, or accounting tools, Bolt Data Legal makes it easy to connect everything into one unified system. This eliminates the fragmented tech stack often experienced with Litify Salesforce, where users struggle to integrate external tools with the platform.
With Bolt Data Legal, law firms can continue using their preferred tools while benefiting from a system that centralizes case management, client communication, and document generation within Salesforce.
4. Robust Features for Legal Operations
Bolt Data Legal also offers a range 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: Easily extend the platform to suit the evolving needs of your firm. 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.
Watch the 90-second on-demand demo to learn how Bolt Data Legal can automate your legal workflows.
5. Superior Support
A common pain point for Litify Salesforce users is the lack of ongoing support once the platform is implemented. In contrast, Bolt Data Legal offers personalized, hands-on support throughout the entire process – from initial setup and customization to ongoing troubleshooting and optimizations. The Bolt Data Legal team has extensive experience in both Salesforce and the legal industry, ensuring that your firm receives expert guidance and support every step of the way.
Why Firms Are Moving Away from Litify Salesforce and What They're Choosing Instead
While Litify Salesforce has been a popular choice for law firms seeking a Salesforce-based case management system, it has its limitations. Bolt Data Legal offers a superior alternative, with unmatched flexibility, lower costs, seamless integration, and robust features tailored specifically for legal operations. For law firms that need a more adaptable, cost-effective solution, Bolt Data Legal is the clear choice.
Florin Roebig experienced a 50% reduction in non-billable admin across their legal team and a 91% reduction in attorney supervision time within months of implementing Bolt Data Legal.
Ready to streamline your operations? Bolt Data Legal will partner with your firm to improve client intake, automate document generation, and manage cases more efficiently – all while benefiting from the full power of Salesforce. With transparent pricing, comprehensive support, and a highly customizable platform, it’s clear why more law firms are choosing Bolt Data Legal over Litify Salesforce.
Ready to explore how Bolt Data Legal can revolutionize your law firm’s operations? Book a demo and see how this innovative solution can transform your practice.
.svg)
.png)