Litify growth playbook

Publish an indexable /call-intelligence page in the main navigation and sitemap, built from the press release: the intake problem in the CPO's words (firms are "among the top spenders in legal advertising"; "intake team turnover is constant"), the four parts (Call Companion, cited questionnaire prefills, lead scoring on liability, injury, economic loss, coverage and venue, the Review Queue for missed calls and voicemails), the 20+ telephony integrations by name, the FAQ, and Taylor King's 50% intake conversion result as proof. Fix the typos, point the banner and the press release link at it, and keep the /search-pages/ version for ads only. Add FAQ and product structured data.

Launch interest decays fast; an indexable page captures the searches, links and AI-assistant answers the release creates, and gives the new PM and field team one URL to send prospects to.

[ ] Typos fixed on the ad page
[ ] /call-intelligence indexable, in nav and sitemap
[ ] Own title and meta description
[ ] Four product parts with screenshots
[ ] 20+ telephony providers listed by name
[ ] FAQ with FAQPage structured data
[ ] One customer result
[ ] Banner and press release link repointed
[ ] Ad page noindex with canonical to the new page

• Two near-identical pages

  Keep the ad page noindex with a canonical to the new page.

• Claims outrun the beta

  Use only results customers have approved.

• Your websiteHomepage (checked October 22, 2026): a site-wide banner "The future of intake is calling. Introducing LitifyAI Call Intelligence" links to /search-pages/litifyai-call-intelligence. That page carries a "noindex" robots tag and is not in the sitemap; its headline reads "LITIfyai Call intelliegence" and its download line says "LitiyAI Call Intelligence". The page's meta description is the generic Litify AI one, and most of the page repeats the homepage feature blocks.Source
• Press releaseOctober 20, 2026: "Litify Launches AI-Powered Call Intelligence Natively Within Its Case Management Platform": live Call Companion guidance, prefilled intake questionnaires with "citations to the original conversation", configurable lead scoring on "liability, injury severity, economic loss, insurance coverage, and venue", a Review Queue for missed calls and voicemails, and "more than 20 telephony providers". The Chief Product Officer: "Our clients are among the top spenders in legal advertising, so every call that comes in is a significant investment" and "intake team turnover is constant". The release ends "To learn more or request a demo, visit litify.com".Source
• HiringSenior Product Manager, AI Call Intelligence (posted September 18, 2026): owns call capture, transcription and summaries, how insight lands in "case records, intake qualification, follow-up tasks", ships "AI voice agents for inbound and outbound use cases", builds "call scoring, topic detection, signals libraries", runs "client discovery and beta programs" and "market and competitive research to inform new opportunities and commercialization strategy"; reports to the Director, AI Product & Commercialization.Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source
• Your websiteSitemap (298 URLs, October 22, 2026): product pages for plaintiff, insurance defense, immigration, enterprise legal management, document management, digital disbursements and Litify AI; 37 case studies; 120 blog posts and 83 resources, including "evaluating-elm-vendors", "best-matter-management-software-for-legal-departments" and "comparing-standalone-ai-vs-ai-native-platforms". There is no page for time, billing and accounting, no Call Intelligence page, and no page comparing Litify with a named rival.Source

List every confirmed event, including webinars, trade show booths and partner sessions, with city, date, audience and a registration link. Show on-demand webinars when the calendar is thin, so the page is never empty. Tag each registration with the city and practice area so the events list can invite by region, and connect each event to its Salesforce campaign.

An events page that always shows the next three things to attend turns brand visits into registrations, and the regional data tells the field team where to run the next dinner.

• Private dinners cannot be listed

  Show a "request an invite" card by city instead.

• Your websiteEvents page (checked twice on October 22, 2026): "UPCOMING EVENTS - Industry Events & Webinars - There are no upcoming events. Please check back later!" The only event shown is LitiQuest 2027 (Scottsdale, AZ, February 3-5, 2027) on a separate site, litiquest.com. A separate page, /join-our-events-list, asks visitors to "get updates on the latest Litify events in your area".Source
• HiringField Marketing Manager (New York, posted September 29, 2026): "Events and field programs are one of our biggest pipeline drivers and some of our most powerful brand moments. We want to grow both - more cities, more formats". The role runs "executive dinners, roundtables, happy hours, workshops, and regional roadshows", trade shows, partner and customer events, and tracks "attendance, pipeline generated and influenced, and ROI"; it works with a Senior Field Marketing Manager who leads events; Salesforce and Splash experience wanted; executive events for "GCs, managing partners, C-suite" are a plus.Source
• HiringSenior Revenue Operations Leader (reporting to the CRO, posted October 1, 2026): a "simplified, AI-forward GTM tech stack", "a clean SFDC instance", bottoms-up capacity and forecast models, a "weekly Demand Council cadence", "Instrument competitive-presence tracking across the pipeline", and AI tooling "actually landed and adopted by reps, proven with usage data". Litify's scale is given as "~200 people".Source

Add a LitiQuest page on litify.com with agenda highlights, past speakers and outcomes from LitiQuest 2025 and 2026 posts, and registration. Give customers a "bring a peer firm" pass, and have each AE invite their top open opportunities with a personal note.

Plaintiff firms buy from peers; an event full of customers and prospects is the strongest closing room Litify has.

• Customers dislike sales at their event

  Keep prospect sessions separate and opt-in.

• Your websiteEvents page (checked twice on October 22, 2026): "UPCOMING EVENTS - Industry Events & Webinars - There are no upcoming events. Please check back later!" The only event shown is LitiQuest 2027 (Scottsdale, AZ, February 3-5, 2027) on a separate site, litiquest.com. A separate page, /join-our-events-list, asks visitors to "get updates on the latest Litify events in your area".Source
• HiringField Marketing Manager (New York, posted September 29, 2026): "Events and field programs are one of our biggest pipeline drivers and some of our most powerful brand moments. We want to grow both - more cities, more formats". The role runs "executive dinners, roundtables, happy hours, workshops, and regional roadshows", trade shows, partner and customer events, and tracks "attendance, pipeline generated and influenced, and ROI"; it works with a Senior Field Marketing Manager who leads events; Salesforce and Splash experience wanted; executive events for "GCs, managing partners, C-suite" are a plus.Source
• Your websiteSitemap (298 URLs, October 22, 2026): product pages for plaintiff, insurance defense, immigration, enterprise legal management, document management, digital disbursements and Litify AI; 37 case studies; 120 blog posts and 83 resources, including "evaluating-elm-vendors", "best-matter-management-software-for-legal-departments" and "comparing-standalone-ai-vs-ai-native-platforms". There is no page for time, billing and accounting, no Call Intelligence page, and no page comparing Litify with a named rival.Source

Agree the current figures, update the job post template, the boilerplate in press releases and every page, and keep a dated fact sheet for sales, PR and partners.

Consistent numbers make the proof credible, and AI assistants repeat whichever version they find.

• Numbers change often

  Date the fact sheet and review quarterly.

• HiringLitify's description in its job posts: "Over 55K legal professionals and 450+ enterprise clients across plaintiff, insurance defense, immigration, and the Fortune 500"; "AI-native Platform of Action"; "Backed by Bessemer Venture Partners"; Inc. 5000 and Deloitte Technology Fast 500. The LSAP post says "400+ enterprise businesses and 55K+ legal professionals".Source
• Your websiteHomepage core features: Intake Management ("Capture every call and after-hours voicemail"), Matter Management ("handle 2X as many matters with the same staff"), Document Management, Time & Billing ("Capture every billable hour to maximize realization"), Spend Management and Reporting & Analytics; "Join 70K+ legal professionals"; nine customer quotes with no names or firms attached. There is no pricing page.Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source

Attribute each quote (role, firm type, firm name where approved, or "verified G2 review"), link it to the case study, and swap generic praise for quotes with a number.

Named, specific proof lifts demo conversion, especially for buyers replacing a core system.

• Customers decline naming

  Use role and firm type.

• Your websiteHomepage core features: Intake Management ("Capture every call and after-hours voicemail"), Matter Management ("handle 2X as many matters with the same staff"), Document Management, Time & Billing ("Capture every billable hour to maximize realization"), Spend Management and Reporting & Analytics; "Join 70K+ legal professionals"; nine customer quotes with no names or firms attached. There is no pricing page.Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source

Move the summer residency to a "past" section with photos and themes, announce the winter dates and location (or "dates announced to members"), and add an invite request for legal operations leaders.

A live community is an enterprise selling point; a stale page signals the opposite.

• Exclusivity diluted

  Screen every request.

• Your websiteThe Circle page: "a gated collective of senior legal operations executives from the Fortune 100"; its "2026 Roadmap" still leads with "June 1-3, 2026 - The Summer Residency: Napa Valley", followed by "Winter 2026 - The Winter Residency - Location TBD". The site also has an "AI Insiders Community" sign-up page and an AI maturity quiz results page.Source
• HiringAccount Executive (Enterprise Legal Management), posted September 23, 2026: new-logo growth "inside Fortune 500 and large-enterprise corporate legal departments", deals "typically $100K-$1M+ ARR" with "6-18 month cycles", selling to General Counsel and Legal Operations, co-selling "with Salesforce account teams" and AppExchange, and selling AI to "risk-sensitive buyers" on "governance, audit trail, and human-in-the-loop". CLM sellers (Ironclad, Icertis, DocuSign CLM, Conga) are a strong plus: "the same buyers and the same paper process".Source

Run a monthly half-day "intake clinic" in a plaintiff-heavy city: a customer intake leader on stage, a live Call Companion demo, and a benchmark of each firm's missed-call and conversion rates. Follow with a dinner for managing partners.

A practical session with each firm's own numbers fills rooms and gives the AE a reason for the next meeting.

• Low turnout

  Co-host with local trial lawyer associations.

• HiringField Marketing Manager (New York, posted September 29, 2026): "Events and field programs are one of our biggest pipeline drivers and some of our most powerful brand moments. We want to grow both - more cities, more formats". The role runs "executive dinners, roundtables, happy hours, workshops, and regional roadshows", trade shows, partner and customer events, and tracks "attendance, pipeline generated and influenced, and ROI"; it works with a Senior Field Marketing Manager who leads events; Salesforce and Splash experience wanted; executive events for "GCs, managing partners, C-suite" are a plus.Source
• Press releaseOctober 20, 2026: "Litify Launches AI-Powered Call Intelligence Natively Within Its Case Management Platform": live Call Companion guidance, prefilled intake questionnaires with "citations to the original conversation", configurable lead scoring on "liability, injury severity, economic loss, insurance coverage, and venue", a Review Queue for missed calls and voicemails, and "more than 20 telephony providers". The Chief Product Officer: "Our clients are among the top spenders in legal advertising, so every call that comes in is a significant investment" and "intake team turnover is constant". The release ends "To learn more or request a demo, visit litify.com".Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source

Write three corporate stories on legal-ops outcomes (spend control, accrual accuracy, cycle time, intake SLAs), add a spend and outside-counsel ROI page, and package them for Salesforce co-sell teams.

Enterprise buyers need peers, numbers and a business case they can forward to Finance.

• Customers restrict naming

  Use anonymised industry stories.

• HiringAccount Executive (Enterprise Legal Management), posted September 23, 2026: new-logo growth "inside Fortune 500 and large-enterprise corporate legal departments", deals "typically $100K-$1M+ ARR" with "6-18 month cycles", selling to General Counsel and Legal Operations, co-selling "with Salesforce account teams" and AppExchange, and selling AI to "risk-sensitive buyers" on "governance, audit trail, and human-in-the-loop". CLM sellers (Ironclad, Icertis, DocuSign CLM, Conga) are a strong plus: "the same buyers and the same paper process".Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source
• Your websiteEnterprise Legal Management page: "Unify intakes, matters, documents, eBilling, and a fully native AI suite" for corporate legal departments; a "Legal Service Request Agent"; "Outside counsel performance tracking, benchmarking, and eBilling"; "Intelligent co-counsel recommendation"; the only case study linked is Salesforce.Source

Publish factual comparisons for the three rivals seen most in deals: platform model, AI approach, intake, billing, reporting, security and migration help. Date each page and cite sources.

Comparison searches are high intent, and the pages shape how AI assistants describe the difference.

• Outdated claims

  Date and cite every row.

• HiringSenior Revenue Operations Leader (reporting to the CRO, posted October 1, 2026): a "simplified, AI-forward GTM tech stack", "a clean SFDC instance", bottoms-up capacity and forecast models, a "weekly Demand Council cadence", "Instrument competitive-presence tracking across the pipeline", and AI tooling "actually landed and adopted by reps, proven with usage data". Litify's scale is given as "~200 people".Source
• Your websiteSitemap (298 URLs, October 22, 2026): product pages for plaintiff, insurance defense, immigration, enterprise legal management, document management, digital disbursements and Litify AI; 37 case studies; 120 blog posts and 83 resources, including "evaluating-elm-vendors", "best-matter-management-software-for-legal-departments" and "comparing-standalone-ai-vs-ai-native-platforms". There is no page for time, billing and accounting, no Call Intelligence page, and no page comparing Litify with a named rival.Source
• Competitor researchRivals' own homepages: Filevine sells LOIS, "legal AI software for law firms and legal teams that works across every matter"; SmartAdvocate, "Legal Case Management Software"; Onit, "Legal workflow software for streamlined legal operations. Manage matters, control spend". Clio also sells practice management to law firms.See the research Source

Build a billing page: the full bill cycle (time entry, pre-bill, invoicing, payments, collections, trust/IOLTA), fee types (hourly, flat, contingency), LEDES e-billing, the Accounting Seed foundation, and McFarlane Law's 10% collection rate gain. Add a recorded demo and an RFP answer pack.

Billing is a top reason firms switch systems, and a page gives the new specialist something to send before the demo.

• Feature gaps exposed

  Describe what the product does today.

• HiringSolution Engineer (Billing Specialist), posted October 8, 2026: a former law-firm billing professional to demo "Litify's time, billing, and accounting solution, powered by Accounting Seed", own the standard billing demo, walk prospects through "time entry, pre-bill review, invoicing, payments, collections, and trust accounting", answer "the billing and accounting sections of RFPs" and attend industry events. Also open: a Salesforce Consultant for the Litify Success Accelerator Program (LSAP), a Services Engagement Manager and a Solution Architect, AI.Source
• Your websiteSitemap (298 URLs, October 22, 2026): product pages for plaintiff, insurance defense, immigration, enterprise legal management, document management, digital disbursements and Litify AI; 37 case studies; 120 blog posts and 83 resources, including "evaluating-elm-vendors", "best-matter-management-software-for-legal-departments" and "comparing-standalone-ai-vs-ai-native-platforms". There is no page for time, billing and accounting, no Call Intelligence page, and no page comparing Litify with a named rival.Source
• Your websiteHomepage core features: Intake Management ("Capture every call and after-hours voicemail"), Matter Management ("handle 2X as many matters with the same staff"), Document Management, Time & Billing ("Capture every billable hour to maximize realization"), Spend Management and Reporting & Analytics; "Join 70K+ legal professionals"; nine customer quotes with no names or firms attached. There is no pricing page.Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source

Publish a trial page: what a 30-day agent trial includes, the agents available (policy, damages, litigation), the success criteria agreed up front, and who qualifies. Standardise the objectives call and report outcomes per trial.

A defined trial lowers the risk for cautious buyers and gives the AI seller a clear next step.

• Too many unqualified trials

  Gate on fit criteria.

• HiringAccount Executive (AI Specialist): runs the "Customer Upsell Motion" across law firms, corporate legal and government, "articulating the ROI of autonomous agents" to buyers "ranging from boutique firms to AmLaw 200 partners", through "strategic cold calling". The Agent Architect (Customer Success) builds "Policy Agents, Damages Assistants, and Litigation Agents" in demo and trial environments, runs pre-trial "Trial Objectives" calls and gives "lightning fast responses for AI/Agentic free trials".Source
• Your websiteHomepage core features: Intake Management ("Capture every call and after-hours voicemail"), Matter Management ("handle 2X as many matters with the same staff"), Document Management, Time & Billing ("Capture every billable hour to maximize realization"), Spend Management and Reporting & Analytics; "Join 70K+ legal professionals"; nine customer quotes with no names or firms attached. There is no pricing page.Source

Offer customers a free two-week missed-call audit through their telephony integration, then show the leads lost and their estimated value. The AI seller follows up with the add-on proposal.

A firm's own lost-lead figure is the strongest upsell argument for an intake product.

• Telephony data gaps

  Start with the 20+ supported providers.

• Press releaseOctober 20, 2026: "Litify Launches AI-Powered Call Intelligence Natively Within Its Case Management Platform": live Call Companion guidance, prefilled intake questionnaires with "citations to the original conversation", configurable lead scoring on "liability, injury severity, economic loss, insurance coverage, and venue", a Review Queue for missed calls and voicemails, and "more than 20 telephony providers". The Chief Product Officer: "Our clients are among the top spenders in legal advertising, so every call that comes in is a significant investment" and "intake team turnover is constant". The release ends "To learn more or request a demo, visit litify.com".Source
• HiringAccount Executive (AI Specialist): runs the "Customer Upsell Motion" across law firms, corporate legal and government, "articulating the ROI of autonomous agents" to buyers "ranging from boutique firms to AmLaw 200 partners", through "strategic cold calling". The Agent Architect (Customer Success) builds "Policy Agents, Damages Assistants, and Litigation Agents" in demo and trial environments, runs pre-trial "Trial Objectives" calls and gives "lightning fast responses for AI/Agentic free trials".Source
• Your websiteHomepage (checked October 22, 2026): a site-wide banner "The future of intake is calling. Introducing LitifyAI Call Intelligence" links to /search-pages/litifyai-call-intelligence. That page carries a "noindex" robots tag and is not in the sitemap; its headline reads "LITIfyai Call intelliegence" and its download line says "LitiyAI Call Intelligence". The page's meta description is the generic Litify AI one, and most of the page repeats the homepage feature blocks.Source

Publish a quarterly benchmark: answer speed, after-hours share, conversion by case type, from aggregated customer data with consent. Launch it at LitiQuest and in roadshows.

Original numbers earn press and links and give the field team a reason to call.

• Privacy

  Aggregate and suppress small groups.

• Press releaseOctober 20, 2026: "Litify Launches AI-Powered Call Intelligence Natively Within Its Case Management Platform": live Call Companion guidance, prefilled intake questionnaires with "citations to the original conversation", configurable lead scoring on "liability, injury severity, economic loss, insurance coverage, and venue", a Review Queue for missed calls and voicemails, and "more than 20 telephony providers". The Chief Product Officer: "Our clients are among the top spenders in legal advertising, so every call that comes in is a significant investment" and "intake team turnover is constant". The release ends "To learn more or request a demo, visit litify.com".Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source
• HiringField Marketing Manager (New York, posted September 29, 2026): "Events and field programs are one of our biggest pipeline drivers and some of our most powerful brand moments. We want to grow both - more cities, more formats". The role runs "executive dinners, roundtables, happy hours, workshops, and regional roadshows", trade shows, partner and customer events, and tracks "attendance, pipeline generated and influenced, and ROI"; it works with a Senior Field Marketing Manager who leads events; Salesforce and Splash experience wanted; executive events for "GCs, managing partners, C-suite" are a plus.Source

Build a one-page kit for Salesforce AEs: the legal department pain, the Salesforce customer story, a referral path and a joint account plan template. Run quarterly sessions with regional Salesforce teams.

Partner-sourced deals close faster and bring enterprise credibility.

• Partner reps distracted

  Keep the ask small and specific.

• HiringAccount Executive (Enterprise Legal Management), posted September 23, 2026: new-logo growth "inside Fortune 500 and large-enterprise corporate legal departments", deals "typically $100K-$1M+ ARR" with "6-18 month cycles", selling to General Counsel and Legal Operations, co-selling "with Salesforce account teams" and AppExchange, and selling AI to "risk-sensitive buyers" on "governance, audit trail, and human-in-the-loop". CLM sellers (Ironclad, Icertis, DocuSign CLM, Conga) are a strong plus: "the same buyers and the same paper process".Source
• Your websiteEnterprise Legal Management page: "Unify intakes, matters, documents, eBilling, and a fully native AI suite" for corporate legal departments; a "Legal Service Request Agent"; "Outside counsel performance tracking, benchmarking, and eBilling"; "Intelligent co-counsel recommendation"; the only case study linked is Salesforce.Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source

Publish the best 20 automations as a library in the customer community, with how-to notes and request buttons, and highlight one each month by email.

Customers who adopt more automation get more value and renew, and the library shows prospects what is possible.

• Org differences

  Note prerequisites per automation.

• HiringSolution Engineer (Billing Specialist), posted October 8, 2026: a former law-firm billing professional to demo "Litify's time, billing, and accounting solution, powered by Accounting Seed", own the standard billing demo, walk prospects through "time entry, pre-bill review, invoicing, payments, collections, and trust accounting", answer "the billing and accounting sections of RFPs" and attend industry events. Also open: a Salesforce Consultant for the Litify Success Accelerator Program (LSAP), a Services Engagement Manager and a Solution Architect, AI.Source
• Your websiteHomepage core features: Intake Management ("Capture every call and after-hours voicemail"), Matter Management ("handle 2X as many matters with the same staff"), Document Management, Time & Billing ("Capture every billable hour to maximize realization"), Spend Management and Reporting & Analytics; "Join 70K+ legal professionals"; nine customer quotes with no names or firms attached. There is no pricing page.Source

Capture attendance from Splash into Salesforce automatically, score attendees by fit and engagement, route them to AEs the same day with the session they joined, and report pipeline by event at the Demand Council.

Speed after an event decides whether interest becomes a meeting.

• Over-scoring

  Review scores monthly.

• HiringField Marketing Manager (New York, posted September 29, 2026): "Events and field programs are one of our biggest pipeline drivers and some of our most powerful brand moments. We want to grow both - more cities, more formats". The role runs "executive dinners, roundtables, happy hours, workshops, and regional roadshows", trade shows, partner and customer events, and tracks "attendance, pipeline generated and influenced, and ROI"; it works with a Senior Field Marketing Manager who leads events; Salesforce and Splash experience wanted; executive events for "GCs, managing partners, C-suite" are a plus.Source
• HiringSenior Revenue Operations Leader (reporting to the CRO, posted October 1, 2026): a "simplified, AI-forward GTM tech stack", "a clean SFDC instance", bottoms-up capacity and forecast models, a "weekly Demand Council cadence", "Instrument competitive-presence tracking across the pipeline", and AI tooling "actually landed and adopted by reps, proven with usage data". Litify's scale is given as "~200 people".Source

Build an after-hours voice agent that answers, gathers intake basics, scores the lead, books a callback and creates the intake in Litify, with the firm's playbook and clear disclosure.

Answering every call is the clearest value for firms that spend heavily on advertising.

• Bar rules on AI communications

  Review disclosure rules by state.

• HiringSenior Product Manager, AI Call Intelligence (posted September 18, 2026): owns call capture, transcription and summaries, how insight lands in "case records, intake qualification, follow-up tasks", ships "AI voice agents for inbound and outbound use cases", builds "call scoring, topic detection, signals libraries", runs "client discovery and beta programs" and "market and competitive research to inform new opportunities and commercialization strategy"; reports to the Director, AI Product & Commercialization.Source
• Press releaseOctober 20, 2026: "Litify Launches AI-Powered Call Intelligence Natively Within Its Case Management Platform": live Call Companion guidance, prefilled intake questionnaires with "citations to the original conversation", configurable lead scoring on "liability, injury severity, economic loss, insurance coverage, and venue", a Review Queue for missed calls and voicemails, and "more than 20 telephony providers". The Chief Product Officer: "Our clients are among the top spenders in legal advertising, so every call that comes in is a significant investment" and "intake team turnover is constant". The release ends "To learn more or request a demo, visit litify.com".Source

Package a public-sector offer: procurement-ready paperwork, a case study, and a regional pilot, sold through cooperative purchasing where possible.

A defined public-sector offer opens a steady market few legal tech rivals focus on.

• Long cycles

  Start with existing contract vehicles.

• HiringAccount Executive (AI Specialist): runs the "Customer Upsell Motion" across law firms, corporate legal and government, "articulating the ROI of autonomous agents" to buyers "ranging from boutique firms to AmLaw 200 partners", through "strategic cold calling". The Agent Architect (Customer Success) builds "Policy Agents, Damages Assistants, and Litigation Agents" in demo and trial environments, runs pre-trial "Trial Objectives" calls and gives "lightning fast responses for AI/Agentic free trials".Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source

Publish the next report with a live adoption tracker, practice-area cuts and a corporate legal edition, launched at LitiQuest and The Circle.

An owned annual benchmark earns press and links every year and keeps Litify in AI conversations.

• Small samples

  Report ranges.

• Your websiteSitemap (298 URLs, October 22, 2026): product pages for plaintiff, insurance defense, immigration, enterprise legal management, document management, digital disbursements and Litify AI; 37 case studies; 120 blog posts and 83 resources, including "evaluating-elm-vendors", "best-matter-management-software-for-legal-departments" and "comparing-standalone-ai-vs-ai-native-platforms". There is no page for time, billing and accounting, no Call Intelligence page, and no page comparing Litify with a named rival.Source
• Your websiteThe Circle page: "a gated collective of senior legal operations executives from the Fortune 100"; its "2026 Roadmap" still leads with "June 1-3, 2026 - The Summer Residency: Napa Valley", followed by "Winter 2026 - The Winter Residency - Location TBD". The site also has an "AI Insiders Community" sign-up page and an AI maturity quiz results page.Source
• Your websiteEvents page (checked twice on October 22, 2026): "UPCOMING EVENTS - Industry Events & Webinars - There are no upcoming events. Please check back later!" The only event shown is LitiQuest 2027 (Scottsdale, AZ, February 3-5, 2027) on a separate site, litiquest.com. A separate page, /join-our-events-list, asks visitors to "get updates on the latest Litify events in your area".Source

Recruit three customer firms to host small groups of prospects for half a day, with a debrief dinner. Thank hosts with credits and recognition.

Peer visits remove doubt in a way slides cannot.

• Client confidentiality

  No live client data shown.

• Press releaseOctober 20, 2026: "Litify Launches AI-Powered Call Intelligence Natively Within Its Case Management Platform": live Call Companion guidance, prefilled intake questionnaires with "citations to the original conversation", configurable lead scoring on "liability, injury severity, economic loss, insurance coverage, and venue", a Review Queue for missed calls and voicemails, and "more than 20 telephony providers". The Chief Product Officer: "Our clients are among the top spenders in legal advertising, so every call that comes in is a significant investment" and "intake team turnover is constant". The release ends "To learn more or request a demo, visit litify.com".Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source
• HiringField Marketing Manager (New York, posted September 29, 2026): "Events and field programs are one of our biggest pipeline drivers and some of our most powerful brand moments. We want to grow both - more cities, more formats". The role runs "executive dinners, roundtables, happy hours, workshops, and regional roadshows", trade shows, partner and customer events, and tracks "attendance, pipeline generated and influenced, and ROI"; it works with a Senior Field Marketing Manager who leads events; Salesforce and Splash experience wanted; executive events for "GCs, managing partners, C-suite" are a plus.Source

Turn results into a personal report with peer benchmarks and three next steps tied to Litify agents, then route high scorers to the AI seller and the rest to the community.

A useful self-assessment builds the AI pipeline and segments it.

• Low completion

  Keep it under five minutes.

• Your websiteThe Circle page: "a gated collective of senior legal operations executives from the Fortune 100"; its "2026 Roadmap" still leads with "June 1-3, 2026 - The Summer Residency: Napa Valley", followed by "Winter 2026 - The Winter Residency - Location TBD". The site also has an "AI Insiders Community" sign-up page and an AI maturity quiz results page.Source
• HiringAccount Executive (AI Specialist): runs the "Customer Upsell Motion" across law firms, corporate legal and government, "articulating the ROI of autonomous agents" to buyers "ranging from boutique firms to AmLaw 200 partners", through "strategic cold calling". The Agent Architect (Customer Success) builds "Policy Agents, Damages Assistants, and Litigation Agents" in demo and trial environments, runs pre-trial "Trial Objectives" calls and gives "lightning fast responses for AI/Agentic free trials".Source
• Your websiteSitemap (298 URLs, October 22, 2026): product pages for plaintiff, insurance defense, immigration, enterprise legal management, document management, digital disbursements and Litify AI; 37 case studies; 120 blog posts and 83 resources, including "evaluating-elm-vendors", "best-matter-management-software-for-legal-departments" and "comparing-standalone-ai-vs-ai-native-platforms". There is no page for time, billing and accounting, no Call Intelligence page, and no page comparing Litify with a named rival.Source

Add a Spanish-language intake section to the Call Intelligence page, publish a guide to multilingual intake, and feature a customer that runs Spanish intake.

Multilingual intake is a real pain for many target firms and a clear differentiator.

• Overpromising

  State that outputs are in English.

• Your websiteHomepage (checked October 22, 2026): a site-wide banner "The future of intake is calling. Introducing LitifyAI Call Intelligence" links to /search-pages/litifyai-call-intelligence. That page carries a "noindex" robots tag and is not in the sitemap; its headline reads "LITIfyai Call intelliegence" and its download line says "LitiyAI Call Intelligence". The page's meta description is the generic Litify AI one, and most of the page repeats the homepage feature blocks.Source
• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source
• Your websiteHomepage core features: Intake Management ("Capture every call and after-hours voicemail"), Matter Management ("handle 2X as many matters with the same staff"), Document Management, Time & Billing ("Capture every billable hour to maximize realization"), Spend Management and Reporting & Analytics; "Join 70K+ legal professionals"; nine customer quotes with no names or firms attached. There is no pricing page.Source

Launch a referral program for customers with a donation or credit per signed firm, and reuse each case study on the careers page with the team that delivered it.

Peer referrals are the cheapest pipeline in legal, and proof of impact helps hiring.

• Ethics rules on referrals

  Legal review of the offer.

• Your websiteCase studies page: "450+ Enterprise Customers", "70,000+ Legal Professionals", "5M+ Cases Handled Annually", "15+ Practice Areas"; filters for Immigration, In-House Legal, Insurance Defense and Personal Injury. Featured results include Taylor King "Increase Intake Conversion Rate By 50%", McFarlane Law "A 10% Increase In Billing Collection Rates", EllisDon "Reporting Now Takes Less Than An Hour" and Richmond Vona "1,000% Growth in Three Years". Most stories shown are personal injury firms; the corporate ones are EllisDon and Salesforce.Source
• HiringLitify's description in its job posts: "Over 55K legal professionals and 450+ enterprise clients across plaintiff, insurance defense, immigration, and the Fortune 500"; "AI-native Platform of Action"; "Backed by Bessemer Venture Partners"; Inc. 5000 and Deloitte Technology Fast 500. The LSAP post says "400+ enterprise businesses and 55K+ legal professionals".Source