# AI Automation for Litify > 24 workflow automations purpose-built on top of Litify — no data leaves your system, no parallel tool for your team to learn. - **Canonical URL:** https://calish.com/workflows/tool/litify/ - **Automation count:** 24 - **Roles:** Insurance Defense Attorney, Mass Tort Paralegal, Personal Injury Attorney ## Automations - [RFE & Notice Response Drafting for Personal Injury Attorneys](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-personal-injury-attorney-with-litify/) — AI classifies the RFE, pulls the matter file from Litify, drafts a point-by-point response against the original petition and current guidanc - [Client Questionnaire Intake & Translation for Personal Injury Attorneys](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-personal-injury-attorney-with-litify/) — AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, - [Trademark Docketing & Renewal for Personal Injury Attorneys](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-personal-injury-attorney-with-litify/) — AI monitors deadlines across Litify and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — - [Patent Prior Art Search for Personal Injury Attorneys](https://calish.com/workflows/with/patent-prior-art-search-for-personal-injury-attorney-with-litify/) — AI runs the search across USPTO, EPO, and Litify, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — att - [Estate Distribution & Beneficiary Tracking for Personal Injury Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-personal-injury-attorney-with-litify/) — AI tracks every asset and beneficiary in Litify, generates status updates per beneficiary, drafts receipts and waivers, and escalates missin - [Medical Records Retrieval & Chronology for Personal Injury Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-personal-injury-attorney-with-litify/) — AI requests records via HITECH, ingests them into Litify, builds a chronological medical timeline with visit-level detail, and flags gaps — - [Demand Package Drafting for Personal Injury Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-personal-injury-attorney-with-litify/) — AI drafts the demand from the matter file in Litify, including medical chronology, damages calc, and liability narrative — associate refines - [Closing Checklist & Disclosure Packet for Personal Injury Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-personal-injury-attorney-with-litify/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s - [Patent Prior Art Search for Mass Tort Paralegals](https://calish.com/workflows/with/patent-prior-art-search-for-mass-tort-paralegal-with-litify/) — AI runs the search across USPTO, EPO, and Litify, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — att - [Estate Distribution & Beneficiary Tracking for Mass Tort Paralegals](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-mass-tort-paralegal-with-litify/) — AI tracks every asset and beneficiary in Litify, generates status updates per beneficiary, drafts receipts and waivers, and escalates missin - [Medical Records Retrieval & Chronology for Mass Tort Paralegals](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-mass-tort-paralegal-with-litify/) — AI requests records via HITECH, ingests them into Litify, builds a chronological medical timeline with visit-level detail, and flags gaps — - [Demand Package Drafting for Mass Tort Paralegals](https://calish.com/workflows/with/demand-package-drafting-for-mass-tort-paralegal-with-litify/) — AI drafts the demand from the matter file in Litify, including medical chronology, damages calc, and liability narrative — associate refines - [Closing Checklist & Disclosure Packet for Mass Tort Paralegals](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-mass-tort-paralegal-with-litify/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s - [Employment Handbook & Policy Updates for Mass Tort Paralegals](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-mass-tort-paralegal-with-litify/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Litify, drafts redlines, and routes to th - [Bankruptcy Schedule & Means Test for Mass Tort Paralegals](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-mass-tort-paralegal-with-litify/) — AI ingests client documents into Litify, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matri - [Client Intake & Conflict Screening for Mass Tort Paralegals](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-mass-tort-paralegal-with-litify/) — AI runs the conflict check against Litify, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time d - [Discovery Document Review for Insurance Defense Attorneys](https://calish.com/workflows/with/discovery-document-review-for-insurance-defense-attorney-with-litify/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Litify, leaving associates to review only the 15% that actua - [Legal Research & Brief Drafting for Insurance Defense Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-insurance-defense-attorney-with-litify/) — AI drafts the research memo against the firm's prior work product, pulls current authority from Litify, and produces a cite-checked first dr - [Contract Review & Redlining for Insurance Defense Attorneys](https://calish.com/workflows/with/contract-review-and-redlining-for-insurance-defense-attorney-with-litify/) — AI redlines against the firm's playbook in Litify, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of l - [Client Case Status Updates for Insurance Defense Attorneys](https://calish.com/workflows/with/client-case-status-updates-for-insurance-defense-attorney-with-litify/) — AI drafts personalized case-status updates from live matter state in Litify on a weekly cadence, and generates on-demand replies when the cl - [Billing Narrative Cleanup for Insurance Defense Attorneys](https://calish.com/workflows/with/billing-narrative-cleanup-for-insurance-defense-attorney-with-litify/) — AI rewrites narratives to match each client's outside-counsel guidelines in Litify, flags block-billing, and pre-validates against the porta - [Court Deadline & Docket Tracking for Insurance Defense Attorneys](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-insurance-defense-attorney-with-litify/) — AI monitors the docket across Litify and court portals, calculates response deadlines, calendars every owner, and escalates anything within - [Visa Petition Package Assembly for Insurance Defense Attorneys](https://calish.com/workflows/with/visa-petition-package-assembly-for-insurance-defense-attorney-with-litify/) — AI ingests the beneficiary's evidence into Litify, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, - [RFE & Notice Response Drafting for Insurance Defense Attorneys](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-insurance-defense-attorney-with-litify/) — AI classifies the RFE, pulls the matter file from Litify, drafts a point-by-point response against the original petition and current guidanc --- Book a free 30-minute consultation: https://calish.com/contact