Litify API
Litify is a cloud-based legal operating platform, built natively on Salesforce, that helps law firms and corporate legal departments automate workflows across the full case lifecycle. This page is an independent design exercise that asks what a well-designed Litify API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
This page is an independent analysis by Supergood of what a well-designed Litify API could look like. It draws on publicly available information, vendor materials, and general integration experience in this category. Nothing on this page describes an existing Litify product, and Supergood is not affiliated with or endorsed by the vendor. If the vendor offers an official API, we highly recommend it.
What is Litify?
Litify is a cloud-based legal operating platform, built natively on Salesforce, that helps law firms and corporate legal departments automate workflows across the full case lifecycle. Legal teams use Litify to run client intake, manage matters, generate and store documents, capture time, review and pay invoices, manage outside-counsel spend, and surface analytics, centralizing case data and processes on top of the Salesforce infrastructure and integration ecosystem.
Core product areas include:
- Intake Management (dynamic intake questionnaires, triage, and lead conversion)
- Matter Management (templated task lists, activity timelines, case tracking)
- Document Management (centralized storage, advanced PDF editing, document generation)
- Time & Billing (automated time capture, invoices, billing workflows)
- Spend Management (AI-powered invoice review, outside-counsel spend)
- Reporting & Analytics and Litify AI (agentic case-expert functionality)
An API for a platform like this would naturally organize around its core data entities:
- Matters, Tasks, Activities, Templates
- Intakes, Leads, Questionnaires, Referrals
- Documents, Files, Templates, Generated Output
- Time Entries, Invoices, Payments, Spend Records
- Contacts, Clients, Parties, Accounts
The Litify Integration Challenge
Firms run mission-critical case and billing workflows on Litify daily, but turning a Salesforce-native, configuration-driven deployment into reliable API-driven automation is non-trivial:
- Salesforce platform layering: Litify objects sit on top of Salesforce, so integrations must navigate Salesforce APIs, managed-package namespaces, and org-specific metadata
- Firm-by-firm customization: Intake questionnaires, matter templates, task lists, and fields are tailored per firm, generic integrations break across orgs
- Authentication complexity: OAuth setup, connected apps, and MFA are common in firm environments and complicate headless automation
- API and governor limits: Salesforce-side request limits and bulk constraints require careful throttling and batching
- Document and template workflows: Generated documents, advanced PDF edits, and attachments need careful upload/download and version handling
- Billing and spend nuances: Time entries, invoices, and outside-counsel spend require precise field mapping, status, and reason-code handling
What a Litify API Could Look Like
If Litify exposed a modern, general-purpose API, the integration challenges above suggest what it would need to get right. This is a design sketch, not documentation of anything that exists today:
- First-class authentication: session handling with support for MFA and enterprise sign-on where the platform uses them
- Consistent resources: normalized JSON schemas and pagination across the platform's core objects
- Reliable writes: idempotency keys and validation that mirrors the platform's own workflow rules
- Entitlement awareness: endpoints scoped to what each customer's licensing actually permits
The endpoint sketches, technical requirements, and use cases below flesh out this hypothetical design.
How AI agents could connect to software like Litify: MCP servers for software without a public API →
Need This Kind of Access Today?
If your team needs this kind of access today, Supergood builds integrations on request, one customer at a time. We act at the direction of our customers, within the access they already hold. Customers bring their own accounts, licenses, and entitlements. If the vendor offers an official API, we highly recommend it.
- Schedule an Integration Assessment
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Potential API Endpoints
Authentication
/authenticateWould authenticate to a Litify org via OAuth/connected app or MFA and obtain a session token for downstream calls.
Matters
/mattersWould list matters with filters for practice area, status, assigned attorney, template, and date range.
Matters
/create_matterWould create a new matter against the firm's configured matter template with parties, tasks, and custom fields.
Intake
/intakesWould retrieve intakes, leads, and questionnaire responses with status and source filters.
Billing
/time_entriesWould pull captured time entries with matter, timekeeper, billable status, and date filters.
Billing
/create_time_entryWould post a new time entry to a matter with duration, narrative, rate, and billable flags.
Use Cases
Sync matter and intake data into your warehouse
- Pull active matters, tasks, and activity timelines into a single warehouse - Stream intake and lead events to downstream marketing and reporting tools - Reconcile client, contact, and party records across the firm for a unified view
Automate intake-to-matter conversion
- Push new intakes and questionnaire responses into Litify without portal clicks - Trigger matter creation from qualified leads against the right template - Route referrals, declines, and follow-ups to the correct teams automatically
Reconcile time and billing
- Sync time entries, invoices, and payments into accounting and AR systems - Push captured time from external timers back into the correct matter - Surface unbilled time and spend-management exceptions to finance workflows
Centralize document workflows
- Pull generated documents and attachments from matters for archival and review - Push uploads and signed files back onto the right matter record - Trigger document generation from external systems against firm templates
Connect via No-Code Tools
Automate this platform from the no-code stack you already use.
Technical Requirements
Authentication
Would require OAuth, connected apps, and MFA (SMS, email, TOTP) with managed session handling
Connectivity
Would build on authenticated browser flows plus the Salesforce-backed APIs surfaced by your Litify org
Response format
Normalized JSON across Intake, Matter, Document, and Billing objects
Rate limits
Adaptive throttling tuned to Salesforce API and governor limits to avoid org-side caps
Session management
Would need automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for matters, intakes, and billing with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event-style callbacks for new intakes, matter status changes, time entries, and invoice activity
Latency
Design target: sub-second reads on cached entities; multi-second writes when posting through matter and billing workflows
Throughput
Design target: horizontally scaled workers sized to firm matter, intake, and billing volume
Reliability
Retry, backoff, and idempotency keys for matter creation, time entries, and billing transactions
Versioning
Clear versioning and change management would matter as Litify evolves
Frequently asked questions
Yes. The API supports pulling matters, intakes, documents, time entries, and invoices, and pushing updates like new intakes, matter records, time entries, and billing activity back into Litify.
Availability of official interfaces varies by product, plan, and licensing. Many platforms in this category gate access behind partner programs or paid modules, and there is often no broadly available, self-serve public API. Check the vendor's developer resources for current offerings.
The hard parts would be authentication (MFA, session management, enterprise controls), consistent schemas across the platform's products, and write semantics that reconcile the way the platform's own workflows do.
No. This page is an independent analysis by Supergood and is not affiliated with, sponsored by, or endorsed by the vendor. All product names and trademarks belong to their respective owners and are used for identification only. Nothing here documents an actual Litify product or service.
Supergood acts at the direction of its customers, within the access those customers already have. We respect each customer's agreements with their software vendors, and how those agreements apply to a customer's use is a determination the customer makes. If the vendor offers an official API, we highly recommend it.
Supergood builds managed API access to enterprise software for customers on request, scoped to each customer's own licensing and entitlements. If your team needs programmatic access to a platform like this, schedule an integration assessment to discuss options.