Client Intake & Conflict Screening for Mass Tort Paralegals with Litify
The Problem
Every new Mass Tort & Class Action lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in Litify
AI runs the conflict check against Litify, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Litify — uses the native API or agent integration so nothing leaves the system of record.
Litify Integration Approach
Audit your Litify configuration
We map the specific Litify objects, custom fields, and workflows the automation needs to touch for your mass tort & class action practice.
Build on the Litify API or agent
Integration happens inside Litify — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Litify with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Litify instance
30-minute call. We'll look at your actual Litify setup and show exactly how this workflow fits.