Why this memo.
Plaintiff and mass-tort firms running Litify on Salesforce Lightning have a specific leverage profile that's different from defense-side mid-market firms. The bottleneck is intake speed (every day of delay costs cases to faster-responding competitors), medical-record review velocity, and settlement-readiness packaging at scale. Salesforce Einstein and Litify's native AI features cover some of this; the parts they don't cover are where the largest dollar impact lives.
The Litify on Salesforce surface area we touch.
Salesforce Litify gives us the Lightning Platform's full API surface: Apex, Lightning Web Components, Platform Events, Bulk API. We integrate at the platform level, building Lightning Apps the firm's intake team and case managers use natively without learning a new tool.
This is unusual in our work; most playbooks are written against single-purpose verticalized platforms. Litify on Salesforce gives us more architectural surface to work with, which translates to deeper workflow integration.
Workflow I: Intake conversion in under 90 seconds.
Plaintiff intake speed is the conversion lever. Median firm has 4-12 hour response time on inbound; top-quartile is under 5 minutes. The 30%+ conversion gap is well-documented. The custom AI receptionist answers, qualifies (case-type screen, conflict-clear, statute-of-limitations check, retainer signal), drafts the engagement letter from the firm's template, creates the Litify matter with correct case-type metadata, kicks off the document collection. Inbound to retainer in under 90 seconds for fits-the-pattern cases.
Workflow II: Medical-record review and summarization at scale.
The expensive workflow at every personal-injury and mass-tort firm. Custom AI reads the medical records (PDF, fax-to-PDF, EHR exports), extracts the timeline, surfaces the causation-relevant entries, drafts the medical chronology in the firm's standard format. Paralegals validate; partners read the chronology, not the records. Recovery: 40-70% of medical-summarization hours.
Workflow III: Settlement readiness and case-value modeling.
The strategic workflow. AI reads the case state from Litify (medicals, lost wages, liability documents, defendant insurance), models against the firm's historical settlement patterns and venue data, surfaces the settlement-readiness score and the suggested negotiation posture. Attorneys validate and override; the model improves through their feedback.