Litify API
Litify is a Salesforce-native legal operating platform that runs intake, matter management, document automation, time and billing, spend management, and analytics for law firms and in-house legal teams. An unofficial API lets you programmatically pull matters, intakes, documents, time entries, and invoices—and push updates like new intakes, matter records, time entries, and billing activity back into Litify.
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)
Common 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
How Supergood Creates Litify APIs
Supergood reverse-engineers authenticated browser flows and the Salesforce-backed surfaces behind your Litify org to deliver a resilient API layer—across intake, matters, documents, and billing—normalized to your firm's configuration.
- Handles OAuth, connected apps, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses across Intake, Matter, Document, and Billing objects so you integrate once and rely on consistent objects
- Aligns with firm-specific matter templates, custom fields, and managed-package namespaces to ensure compliant access
Use Litify with AI agents: Litify MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your Litify modules, matter templates, and authentication model.
- Supergood Generates and Validates Your API
We deliver a production-ready Litify adapter tailored to your org configuration and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Litify and Salesforce evolve.
API Endpoints
Authentication
/authenticateAuthenticate to a Litify org via OAuth/connected app or MFA and obtain a session token for downstream calls.
Matters
/mattersList matters with filters for practice area, status, assigned attorney, template, and date range.
Matters
/create_matterCreate a new matter against the firm's configured matter template with parties, tasks, and custom fields.
Intake
/intakesRetrieve intakes, leads, and questionnaire responses with status and source filters.
Billing
/time_entriesPull captured time entries with matter, timekeeper, billable status, and date filters.
Billing
/create_time_entryPost 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
Technical Specifications
Authentication
OAuth, connected apps, and MFA (SMS, email, TOTP) handled in a managed session
Connectivity
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
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
Sub-second reads on cached entities; multi-second writes when posting through matter and billing workflows
Throughput
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
Adaptation
Continuous monitoring of Litify and Salesforce releases plus firm-specific configuration drift
Frequently asked questions
Yes. Supergood operates against the Salesforce-backed surfaces behind your Litify org and normalizes Litify managed-package objects—matters, intakes, documents, and billing—so you integrate once without wiring up raw Salesforce APIs and namespaces yourself.
Each org is profiled against its configured matter templates, intake questionnaires, task lists, and custom fields. Supergood preserves firm-specific fields and lifecycle states rather than forcing a generic schema.
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.
Supergood applies adaptive throttling, batching, and backoff tuned to Salesforce request and governor limits, so integrations stay within your org's caps while keeping data fresh.
No. Supergood works with your existing Litify entitlements and authenticated sessions—no separate partner or marketplace approval is required to get started.