Litify's AI 'Platform of Action' Targets Legal Workflow Automation

NEW YORK, NY – March 09, 2026 – Legal technology firm Litify today launched its AI-native 'Platform of Action,' a significant evolution of its core offering designed to transform how law firms and corporate legal departments execute their work. The new platform embeds a suite of AI-powered agents directly into legal workflows, aiming to move beyond data analysis and into automated, intelligent execution.

For years, the legal profession has been hampered by a reliance on disconnected point solutions, manual data entry, and legacy systems that create inefficiencies and obscure operational visibility. Litify’s announcement positions its platform as a direct answer to this long-standing fragmentation, promising a unified foundation to manage work with greater speed and intelligence.

“AI alone doesn’t transform legal operations,” said Curtis Brewer, CEO of Litify, in the company's official announcement. “Execution does. We’ve spent ten years building the foundation where legal work lives. The Platform of Action is about ensuring that work moves forward intelligently, securely, and at scale.”

From Insight to Intelligent Execution

The core of Litify's new strategy lies in its shift from being primarily a "system of record" to a "platform of action." While many AI tools in the legal market focus on surfacing insights from vast amounts of data—such as summarizing documents or performing legal research—Litify's platform is designed to take the next step: acting on those insights.

This is achieved through what the company calls "agentic AI." These are more than simple chatbots or summarization tools; they are autonomous agents capable of planning and executing multi-step tasks within the context of a legal case. In the past year, Litify has rolled out over 10 such AI agents, including:

• LitifyAI Damages Assistant: This agent automates the creation of medical chronologies, organizes medical bills into a reconciled ledger, and automatically triggers related tasks and approval workflows.
• LitifyAI Instant Demands: It can automatically generate a complete demand packet using existing case data within the platform, presenting a first draft for attorney review with a single click.
• Conflict Check Agent: The agent uses "fuzzy matching" to scan a firm's entire case history for potential conflicts of interest, generating a permanent report to ensure compliance and mitigate risk.
• LitifyAI Summarize: This tool processes and analyzes lengthy transcripts from depositions and court proceedings, creating concise summaries that can be edited and incorporated into other documents.

This focus on proactive execution directly addresses a growing "AI maturity gap" in the legal industry. Recent studies show that while individual AI adoption has skyrocketed—with nearly seven in ten legal professionals using generative AI for work—firms are struggling to translate this usage into measurable business ROI. By embedding purpose-built AI into the core operating system for legal work, Litify aims to bridge that gap, turning individual productivity gains into scalable, enterprise-wide efficiency.

A Unified Answer to Operational Chaos

The launch comes at a critical time for the legal industry. A 2025 report indicated that AI adoption in legal had surged from 23% in 2023 to 78%, placing the sector firmly in the "late majority" phase of the technology adoption curve. The debate is no longer whether to use AI, but how to implement it in a secure, governed, and effective manner that solves real-world problems.

Litify's 'Platform of Action' is positioned as a solution to the operational disarray that plagues many legal teams. By centralizing matters, documents, billing, and reporting on a single platform, it aims to eliminate the need for legal professionals to toggle between disparate systems. This unified approach provides clearer visibility across teams and reduces the administrative burden of chasing updates and manually coordinating tasks. Instead, professionals can focus on higher-value work like strategy, advocacy, and client outcomes.

The platform's open and configurable architecture is designed to prevent the cycle of re-platforming every few years, allowing firms to integrate strategic partners and tailor workflows as their needs evolve. This addresses a key pain point for legal IT departments, who often struggle to manage a complex and fragile tech stack.

Strategic Evolution on a Salesforce Foundation

This new chapter for Litify is a calculated evolution, not a reinvention. The company has spent the last decade building its platform on Salesforce, leveraging its robust infrastructure, security protocols, and scalability. This deep integration is a cornerstone of its new AI strategy.

By building on Salesforce, Litify inherits enterprise-grade security features like role-based access controls, data encryption, and comprehensive audit trails—critical components for an industry handling highly sensitive client information. Furthermore, it allows Litify to tap into Salesforce's own AI advancements, including its "Agentforce" platform, which provides the underlying technology for building and deploying autonomous AI agents.

This strategic choice provides a significant advantage, as many large corporations and, increasingly, law firms already operate within the Salesforce ecosystem. For these organizations, adopting Litify can be a more seamless process, integrating directly with their existing data and workflows. While this creates a dependency on the Salesforce platform, it also provides a level of stability and continuous innovation that would be difficult for a standalone company to replicate.

Navigating a Competitive AI Landscape

Litify is not launching its AI platform into a vacuum. The legal tech market is booming, with projections estimating its value will climb from around $6.7 billion in 2026 to over $42 billion by 2036. Major players are all making significant investments in AI.

Established giants like Thomson Reuters are pushing their "CoCounsel" platform, which combines generative AI with its vast proprietary legal content library. Practice management leader Clio has integrated its "Intelligent Legal Work Platform" across its suite, while e-discovery specialist Relativity is focusing on "Legal Data Intelligence" with its Relativity aiR solutions.

Against this backdrop, Litify is carving out its niche by focusing on agentic execution within a fully integrated platform built on Salesforce. While competitors offer powerful tools for research, review, and drafting, Litify's messaging emphasizes its platform's ability to autonomously orchestrate complex workflows and drive cases forward. As part of its community engagement, the company is also launching "Close Ups," a new podcast hosted by CEO Curtis Brewer, featuring conversations with leaders from major technology companies.

This evolution underscores a broader shift in the legal tech market. The initial wave of AI focused on information retrieval and content generation. Now, the race is on to build intelligent systems that can manage the entire lifecycle of legal work, turning the modern law firm into a more efficient, data-driven, and ultimately more effective operation.