Litify
By Litify, LLC.
Litify, LLC is a New York-based legal technology company that has established itself as a leader in cloud-based legal operations. Founded in 2016, the company was born out of a desire to bring modern, enterprise-grade technology to a historically underserved industry. By building its platform on top of Salesforce, Litify provides a level of security, scalability, and flexibility that few legal tech competitors can match. The company serves over 450 enterprise customers and 70,000 legal professionals globally, managing millions of cases annually. Litify's mission is to 'unleash the full potential' of legal teams by amplifying people and sharpening processes through data-driven insights. In early 2023, the company achieved a major milestone by being acquired by Bessemer Venture Partners, a move that signaled its transition from a high-growth startup to a profitable market leader. The company is also a member of Pledge 1%, donating 1% of its time, equity, and resources to charitable causes through Litify.org.
Litify was founded in 2016 in Brooklyn, NY, by John Morgan, Reuven Moskowitz, and Ryan Hallman. The concept originated from Morgan & Morgan, the largest personal injury law firm in the United States, where founders John Morgan (Firm Founder) and Reuven Moskowitz (COO) recognized the severe inefficiencies caused by outdated, siloed legal technology. They sought a solution that could run a high-volume law firm like a modern business. Ryan Hallman, a former Salesforce technologist, joined as co-founder and CTO to build the platform on the Salesforce CRM foundation. This 'by lawyers, for lawyers' origin story has been central to Litify's identity, ensuring that its features are deeply aligned with the practical needs of legal professionals while maintaining the technical rigor of an enterprise SaaS platform. Following the 2023 acquisition, leadership transitioned to CEO Curtis Brewer, who brought extensive experience in scaling vertical software businesses.
Litify has a robust financial history, having raised approximately $78.6 million across multiple funding rounds before its major shift in ownership. Early traction was supported by a $5 million round from Fortress Investment Group in 2017 and a $2.5 million investment from Esquire Financial Holdings in 2018. The company's growth accelerated with a landmark $50 million Series A round in June 2019, led by Tiger Global Management at a pre-money valuation of approximately $170 million. In February 2023, Bessemer Venture Partners acquired a majority stake in the company, with Tiger Global and the original founders remaining as minority investors. Following this acquisition, Litify secured an additional $19.8 million in December 2023 to further fuel its AI product development and market expansion efforts. This strong backing from premier venture capital firms has allowed Litify to maintain a heavy investment in R&D and geographic growth.
Litify offers two main product lines tailored to the legal ecosystem: Litify Practice Management and Litify Enterprise Legal Management (ELM). Practice Management is a comprehensive tool for law firms, focusing on client intake, matter handling, document automation, and billing. It is particularly popular among Personal Injury and Insurance Defense firms due to its high-volume handling capabilities. The ELM line is designed for in-house legal departments, providing features like a 'Legal Front Door' for intake, matter management for oversight of outside counsel, and e-billing for legal spend management. Both lines include the Docrio module for document management and the Platform of Action for AI-driven insights. Additionally, Litify offers 'Accelerators'—pre-configured packages for specific practice areas like Immigration, enabling faster go-live times for firms in those sectors.
While headquartered in New York City (185 Madison Ave), Litify has expanded its physical and digital presence significantly. The company operates regional offices in Tulsa, Oklahoma, and Wilmington, Delaware, and supports a remote-friendly workforce with over 50% of employees working outside the main hubs. Geographically, Litify's platform is used across four continents, supported by Salesforce’s global data center infrastructure. The company has made strategic efforts to penetrate international markets, particularly in Europe through its membership in the European Legal Technology Association (ELTA). Recent expansion efforts have focused on growing its partner ecosystem, collaborating with firms like Sikich and Affinity Consulting to support complex implementations globally. The 2023 acquisition by Bessemer has further enabled Litify to scale its go-to-market teams to address the global enterprise legal sector.
In the last 18 months, Litify has focused heavily on the launch of its 'AI-native Platform of Action.' Major releases include 'Litify AI' (August 2024), which provides automated data extraction from insurance cards and medical records, and 'Litify ACE' (Agentic Case Expert) for proactive legal workflows. A key 2025 release is the 'Agentforce Conflict Checker,' a next-generation agentic AI tool that identifies potential conflicts of interest instantly without manual setup. The platform also recently debuted a reimagined PDF editing experience, allowing users to drag-and-drop pages, annotate, and apply e-signatures directly within the interface. Other recent enhancements include 'Multi-Merge' for streamlining repetitive document generation and real-time document previews within the case activity timeline, reflecting the company’s commitment to reducing clicks and improving user productivity.
Litify fosters a mission-driven culture focused on revolutionizing the legal industry. The company is known for its remote-friendly policy, with more than half of its 170+ employees working remotely across various states. As a member of Pledge 1%, Litify emphasizes corporate social responsibility, donating 1% of time, product, and money to charitable initiatives. Employee benefits include an unlimited PTO policy, 12 weeks of fully paid parental leave, and home-office stipends for remote workers. The culture is described as collaborative and high-energy, with daily morning huddles to maintain unity among distributed teams. The leadership emphasizes 'change management' not just for clients but internally, encouraging employees to be 'authors of innovation' in the legal tech space. The office environment is pet-friendly and hosts regular social and family-oriented events to build a strong community bond.
Litify maintains a vibrant user community through various engagement channels. Its 'Online Resources & Community' portal provides users with a central hub for learning, sharing best practices, and troubleshooting. The company hosts major events such as the 'Plaintiff Masterclass,' where top legal performers share strategies for optimizing marketing ROI and increasing case values. Litify also manages several Advisory Boards, including a CEO Advisory Board and a Product Advisory Board, where key customers provide direct input on the product roadmap. The 'Litify.org' charitable arm further engages the community through philanthropic partnerships. Furthermore, the platform's foundation on Salesforce allows users to tap into the massive global Salesforce Trailblazer community, providing access to thousands of certified administrators and developers who can help firms maximize their technology investment.
