Litify gives your firm everything it needs on Salesforce. But if attorneys won't use it properly, the data goes stale and the system works against you. OpenClaw handles the operational complexity so lawyers can practice law.
OpenClaw connects to Litify through Salesforce's REST and SOAP APIs. Matters, intakes, contacts, documents, time entries, billing. All of it.
Full API
REST + SOAP access to every Litify object
24/7
intake processing and matter updates
100%
data compliance without attorney data entry
Custom
objects, flows, and platform events supported
Litify is built for legal. That doesn't mean your attorneys are built for Salesforce.
Litify can track every detail of a matter. But attorneys have billable hours to worry about, and spending 10 minutes updating custom fields after every client call isn't billable. So they skip it. Matter records drift out of date. By the end of the quarter, the data you need for reporting is half-complete at best.
A new matter comes in and touches the front desk, intake coordinator, conflicts team, and the assigning partner. Each person does their part in Litify, but nobody sees the full picture. The intake sits in limbo for days because one person didn't update their step, and nobody knows who's holding it up.
A partner wants to know how many matters closed last quarter by practice area. Simple question. But pulling that report means navigating Salesforce's report builder, knowing which custom objects to query, and understanding the difference between a Litify matter and a Salesforce opportunity. So they email IT and wait three days.
When a matter moves from intake to litigation, or from one attorney to another, the receiving team gets a record full of fields they have to piece together. Key conversations happened over email. Notes are in Outlook, not Litify. The new attorney spends the first week just figuring out where things stand.
OpenClaw connects to Litify through the Salesforce API. It reads your matters, processes intakes, updates records, and coordinates between teams. Here's what that looks like.
New intake arrives in Litify. OpenClaw picks it up, runs conflict checks against existing contacts, routes it to the right practice group, and notifies the assigning partner with a summary. If any step stalls, OpenClaw flags it and follows up. No more intakes sitting in limbo for days.
OpenClaw reads incoming emails and call notes, then updates the relevant matter fields in Litify. Client changed their address? Updated. Opposing counsel filed a motion? Noted on the matter with the date. Attorneys don't have to touch Salesforce for the data to be accurate.
When a matter transfers between departments or attorneys, OpenClaw compiles a handoff summary: current status, key dates, recent communications, outstanding tasks, and client preferences. The receiving attorney gets a clear picture without digging through Salesforce records for an hour.
A partner asks "How many PI matters did we close in Q4?" OpenClaw queries Litify through the API and returns the answer in plain language. No Salesforce report builder. No waiting for IT. It pulls from your actual data, including custom objects and fields specific to your org.
OpenClaw monitors statute of limitations dates, filing deadlines, and task due dates in Litify. When something is approaching, it notifies the responsible attorney. If a task is overdue, it escalates. No more relying on someone to manually check the calendar every morning.
OpenClaw works with Litify's Salesforce-based platform to automate mass tort intake screening, track case milestones, coordinate with co-counsel, and generate status reports across your entire docket. Whether you're running 50 cases or 5,000, the operational work scales without adding headcount.
Litify tracks what happens in each department. OpenClaw connects the dots between them. When the billing team marks time entries as reviewed, the matter lead gets notified. When a paralegal uploads a document, the attorney gets a summary. Information flows without anyone chasing it down.
OpenClaw is an open-source AI assistant that connects to the tools you already use and operates them for you. Email, calendar, CRM, messaging. It reads, it responds, it takes action. It runs on your own devices, so your data stays yours.
It's not a chatbot you paste into a website. It's an operator that works behind the scenes, handling the tasks you keep putting off because there aren't enough hours in the day.
Three real scenarios where OpenClaw and Litify work together.
A new PI referral comes in through the firm's intake form. OpenClaw creates the intake record in Litify, runs a conflict check against existing parties, and routes the matter to the right practice group based on case type and jurisdiction. The assigning partner gets a notification with the referral source, injury type, and conflict status. If the conflicts team hasn't cleared it within four hours, OpenClaw follows up. What used to take two days now takes two hours.
Your insurance carrier client needs a monthly status report on 40 active matters. Usually, a paralegal spends a full day pulling data from Litify, formatting it into the carrier's template, and emailing it over. OpenClaw queries the matter records through the API, compiles status updates, recent activity, and budget figures, and generates the report. The paralegal reviews it in 20 minutes instead of building it in eight hours.
Your legal department assigns matters to outside counsel through Litify. OpenClaw monitors the matter for updates: new invoices, status changes, upcoming deadlines. When outside counsel submits a bill that exceeds the budget threshold, OpenClaw flags it for review before approval. When a deadline is approaching without a status update, it sends a follow-up request. The GC gets a weekly summary without asking for one.
Three steps. We handle the technical work.
We set up a connected app in your Salesforce instance and configure API access so OpenClaw can read and write to your Litify objects. Matters, contacts, intakes, documents, custom fields. We also set up platform events so OpenClaw knows when something changes in real time. This happens on day one.
Your custom objects. Your intake workflow. Your matter stages. Your practice groups and routing rules. We configure OpenClaw to understand how your firm actually operates, not generic legal workflows, but the specific way your teams move work through Litify.
Intakes get processed. Matter records stay updated. Handoffs happen with full context. Reports get generated on request. You review the first week of activity, tell us what to adjust, and we fine-tune. Within two weeks, your Litify runs the way it was supposed to from the start.
One-time setup. No monthly fees from us. No contracts.
See if this makes sense for your firm.
Free
Full Litify integration over screen share.
$1,200
We come to your office. NYC area.
$2,400
OpenClaw + Litify works across legal verticals. See setup details for yours:
Book a free 15-minute call. We'll look at your Litify setup together and figure out where OpenClaw can take operational work off your plate.
Book a Free Discovery Call