Closing Checklist & Disclosure Packet for Personal Injury Attorneys with Litify
The Problem
Every Plaintiff PI deal closing runs on a 60-item checklist spread across Litify, email, and the title company — and a single missing disclosure can blow up the close.
What We Build in Litify
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. 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 plaintiff pi 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.