Litify
Brooklyn, US · Founded 2015 · Delaware corporation · 179 employees on LinkedIn · 3 known investors
Litify is a legal operations platform that helps law firms and legal departments manage cases, documents, time tracking, and billing from intake to resolution. The platform provides analytics, automation, and compliance tools designed to improve operational efficiency and business outcomes across multiple practice areas.
Also known as Litify LLC
Founders & leadership
Litify was founded in 2015 by John Morgan, Ryan Hallman, and Reuven Moskowitz.
Investors · 3
Also in the syndicate · 1
Funding
SEC filings, press & company announcements$43.7M disclosed across 2 of 5 rounds · 2017–2025
- Undisclosed amountSeries CAug 2025Source ↗
▶$40MraisedJun 2019 · 1 investors · Other TechnologyRule 506(b)
- Reuven MoskowitzExecutive Officer, Director
- John MorganDirector
- Brian KempnerExecutive Officer
- Offering amount
- $40M
- Amount sold
- $40M
- First sale
- May 2019
- Incorporated
- Corporation, Delaware, 2015
- Federal exemptions
- 06b
▶$3.7MraisedApr 2018 · 2 investors · Other TechnologyRule 506(b)
- Brian KempnerExecutive Officer
- John MorganExecutive Officer
- Steven MandelExecutive Officer
- Ryan HallmanExecutive Officer
- Terry DohrmannExecutive Officer
- Reuven MoskowitzExecutive Officer
- Offering amount
- $8M
- Amount sold
- $3.7M
- First sale
- Apr 2018
- Incorporated
- Limited Liability Company, Delaware, 2015
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Company profile
researched Aug 2026Litify develops a cloud-based legal operating platform used by law firms and in-house corporate legal departments to run matters end to end. The product set spans intake management (dynamic questionnaires, legal service request portals, conflict checking), matter management (templatized matter plans, case activity timelines, AI matter summaries), document management (AI-assisted drafting and querying, advanced PDF editing, document generation and email templates), time and billing (automated time capture, billing-rule checks, mass bill generation), spend management (invoice review against billing rules, budgeting, co-counsel recommendations, dynamic discounts), and no-code reporting and analytics dashboards.
The company positions the product as an "AI-native" platform and markets a shift from a "system of record" to a "platform of action" in which agentic workflows execute tasks autonomously. Litify states its platform is built on Salesforce and AWS infrastructure and uses Anthropic as a closed AI model, and it advertises solutions spanning more than 15 legal practice areas, with named verticals including personal injury, corporate legal departments, insurance defense, and immigration law. A third-party profile describes the company as founded in 2016 in Brooklyn, New York, later listing a New York, NY headquarters at 185 Madison Ave., a Manhattan address also recorded in an M&A database under the entity name Litify LLC.
Founding story
A secondary profile states that John Morgan and Reuven Moskowitz founded Litify in 2016 to address the legal sector's need for modern technology, with Moskowitz drawing on large-firm operational experience to identify inefficiencies in traditional practice, leading to a platform focused on centralizing and optimizing legal workflows. This 2016 founding date conflicts with the 2015 date held internally, and a company blog post from the 2017 funding announcement states Litify had launched less than a year earlier.
Business model
Litify sells enterprise software to legal organizations, bundling the platform with professional services including implementation, dedicated customer success resources, hands-on training, and a user/partner community. Sources describe a demo-request sales motion rather than self-service purchase.
Sources do not state pricing or contract structure; the offering is presented as a cloud/SaaS enterprise platform sold with accompanying implementation and services.
Traction
The website claims hundreds of enterprise legal teams as customers and cites customer outcomes in published case studies, including EllisDon accelerating reporting processes by 100%, Taylor King Law increasing intake conversion rate by 50%, and McFarlane Law improving billing collection rates by 10%. Marketing material also claims customers can handle twice as many matters with the same staff. A secondary profile lists an employee range of 51-200.
Latest developments
Current product messaging centers on agentic AI: Litify introduced Litify ACE (Agentic Case Expert), described as an autonomous partner that handles administrative case work, alongside LitifyAI Draft & Ask, LitifyAI Time Capture, an AI conflict-check agent, AI matter summaries, and AI-powered invoice review and co-counsel recommendation. The company publishes AI-focused research including a 2025 State of AI in Legal report and operates an AI Insiders community. Its current leadership page lists Curtis Brewer as CEO, Snehal Shah as CFO, and Lauren Rothrock as CPO, which differs from the executive roster held internally.
▸Full profile — market position, technology, go-to-market, geography, history, risks & controversies
Market position
A third-party profile characterizes Litify as an all-in-one, Salesforce-powered practice management and legal operations platform operating within the broader legal technology market's move toward platformization, interoperability, cloud adoption, and AI. The same profile is aggregated from secondary sources and contains figures that conflict with other documents, so market-share or ranking claims should be treated as unverified.
Stated differentiators include a single end-to-end platform replacing fragmented point systems, a Salesforce foundation providing enterprise-grade security, no-code configurability and an established integration ecosystem; native agentic AI that executes work rather than only storing records; a closed AI environment using Anthropic models on AWS; and configurability across more than 15 practice areas.
Technology
The platform is built on Salesforce, with additional reliance on AWS infrastructure and Anthropic models described as a closed AI environment. Capabilities include no-code configuration of workflows, reports and views; autonomous/agentic AI features (Litify ACE, conflict-check agent, AI matter summaries, AI time capture, AI invoice review); generative document drafting and querying; fuzzy-matching conflict search; and PDF editing with redaction and Bates stamping.
Go-to-market
Go-to-market is enterprise and direct: the website drives visitors to "Request Demo," publishes customer case studies segmented by vertical (corporate legal, personal injury, insurance defense), and produces research and educational content such as a 2025 State of AI in Legal report, a legal AI buyer's guide, webinars, and an "AI Insiders" community. The company also emphasizes integrations and the Salesforce ecosystem as distribution and extensibility channels.
Law firms and corporate legal departments, with productized solutions for personal injury firms handling high-volume intake, enterprise corporate legal departments, insurance defense firms with high-volume billable work, and consumer and corporate immigration firms; the site claims use by hundreds of enterprise legal teams.
Geography
Headquarters are in New York; internal records place the company in Brooklyn while third-party sources list 185 Madison Ave., 12th Floor, New York, NY 10016. The about page begins a "Locations" section referencing New York. Customer references include at least one Canadian firm (EllisDon).
History
Litify launched around 2016 and announced a $5 million round from Fortress Investment Group in February 2017. A third-party database records a $50M Series A on 8 June 2019 with Scott Shleifer listed as lead. In February 2023, Bessemer Venture Partners acquired a majority stake, with Bessemer partner Brian Feinstein taking the chairman role on Litify's board; Goodwin advised Bessemer. A secondary aggregator additionally references a later Series C and other rounds, executive appointments including CEO Curtis Brewer and CPO Lauren Rothrock, and Inc. 5000 recognitions, but those specific claims come from an aggregated profile whose totals are internally inconsistent. An M&A database records one acquisition made by Litify without naming the target.
Risks & controversies
No controversies, litigation, or regulatory issues appear in the sources. Data-quality risks exist: the aggregator profile reports conflicting founding dates (2016 vs. 2015 internally), conflicting funding totals ($55.0M in its structured data versus $78.6M+ and a $95M/$400M valuation claim in its narrative, versus $43.7M held internally), and conflicting headquarters (Brooklyn vs. Manhattan). The platform's dependence on third-party infrastructure providers (Salesforce, AWS, Anthropic) is a stated architectural reliance.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Competitors · 4
by search overlap
Companies competing with Litify for the same Google search keywords, organic and paid, via search-intersection analysis.
Timeline · 4
launches, deals, and filingsLitify introduced Litify Agentic Case Expert (ACE), an autonomous agent product positioned to handle administrative case work; the platform page also lists AI features such as LitifyAI Draft & Ask, LitifyAI Time Capture, Conflict Check Agent, and AI-powered invoice review.
Bessemer Venture Partners acquired a majority stake in Litify; Bessemer partner Brian Feinstein became chairman of Litify's Board of Directors. Goodwin advised Bessemer on the transaction.
Litify announced a $5 million funding round from Fortress Investment Group, LLC, less than a year after launching, to fund product enhancements and customer support.
$5M source ↗
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
Legal entities · 1
corporate structureIn the news
▸Research sources · 8
primary sources listed
- Litifylitify.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Litify do?
- Litify is a Salesforce-based legal operating platform for law firms and corporate legal departments.
- Who founded Litify?
- Litify was founded by John Morgan, Ryan Hallman, Reuven Moskowitz in 2015.
- Who are Litify's investors?
- Litify's investors include Bessemer Venture Partners, Tiger Global Management.
- How much funding has Litify raised?
- Litify has disclosed $43.7M raised across 2 of its 5 known rounds.
- Where is Litify headquartered?
- Litify is headquartered in Brooklyn, US.