Litify vs Salesforce: 2026 Comparison for PI Law Firms
An honest comparison of Litify and Salesforce for law firms. See features, strengths, and which is right for your practice.
Litify is built on Salesforce, so this is less a choice between two platforms than a choice between buying a legal layer and building one. Litify adds matters, Matter Plans and legal document management on top of Salesforce. With Salesforce alone, your team builds those itself in Flow Builder.
The Bottom Line
Pick Litify if:
Pick Litify if you want legal case management on Salesforce without building it yourself.
Pick Salesforce if:
Pick plain Salesforce if you have administrators who will build and maintain your legal workflows.
Works with Quilia: Quilia integrates with both. Whichever you choose, ℚ texts each client about their own case, collects what it is missing and writes it into Litify or Salesforce. Quilia + Litify → · Quilia + Salesforce →
Feature Comparison
| Feature | Litify | Salesforce | Importance |
|---|---|---|---|
| Built for law firms | ✓ | ✗ | high |
| Runs on Salesforce | ✓ | ✓ | high |
| Legal task templates | Matter Plans | Build your own in Flow Builder | high |
| API access | With Litify's API Integration Agreement | Included on Enterprise, Unlimited and Developer editions | medium |
| E-signature | DocuSign | DocuSign through AppExchange | medium |
Side by Side: Clients, Automation and Documents
What each vendor says on its own site (checked October 2026). "Not stated" means the vendor's site doesn't say, not that the feature is missing.
| Litify | Salesforce | |
|---|---|---|
| Client portal | Not stated for personal injury. Source ↗ | Experience Cloud. Client logins need separately purchased licenses. Source ↗ |
| Client texting | Not stated. Source ↗ | Not built in. Two-way SMS is part of Contact Center Digital, a separate paid product. Source ↗ |
| API and integrations | With Litify's API Integration Agreement; documentation isn't published. Integrations page, no count stated. Source 1 ↗Source 2 ↗ | Included on the Enterprise, Unlimited and Developer editions; an add-on for Professional. AppExchange lists more than 7,000 apps and consultants. Source 1 ↗Source 2 ↗ |
| Workflow automation | Matter Plans create templated task lists when a case opens. Automated client messages through partners such as Case Status. Source ↗ | Flow Builder, including flows that run when a record field changes and send emails; active flow limits depend on edition. Source ↗ |
| Documents and e-signature | Built-in document management on Salesforce records, with live editing. E-signature through DocuSign. Source ↗ | 10 GB of file storage per org (Professional and up), with versions. No native e-signature; DocuSign through AppExchange. Source ↗ |
| QuickBooks Online | Lists a QuickBooks integration; edition not stated. Source ↗ | Not stated. Source ↗ |
Litify vs Salesforce Strengths
Litify Strengths
- ✓A legal data model ready on Salesforce
- ✓Matter Plans with templated task lists
- ✓Built-in legal document management
Salesforce Strengths
- ✓The Salesforce platform without a legal layer to license
- ✓Flow Builder for any automation you design
- ✓AppExchange for add-ons
Frequently Asked Questions
Is Litify built on Salesforce?
Yes. Litify is a legal platform that runs on Salesforce, adding legal matters, Matter Plans and document management to it.
Should a law firm use Litify or plain Salesforce?
If you want legal case management ready to use, Litify gives you that on Salesforce. If you have Salesforce administrators and want to build your own legal workflows, plain Salesforce gives you the platform without the legal layer.
Does Quilia work with both Litify and Salesforce?
Yes. Quilia integrates with both. ℚ texts each client about their own case, collects what it is missing and writes it into Litify or Salesforce.
Quilia works with Litify and Salesforce
- ℚ texts each client about their own case, with no login.
- Answers and uploads sync back to your case management system.
- Works on every case type your firm handles.
- Messages are translated into each client’s language.