Software Capabilities
Deep working experience across the case management platforms personal injury firms run on - not just the screens, but the integration, limitations, and practical accounting impact.
We have worked with Litify on the trust accounting side of personal injury files - the Matter, Expense, and Trust Account tabs that actually drive a disbursement, not just the case management layer around them. A firm here runs one of two accounting paths behind that matter data: Accounting Seed, a Salesforce-native accounting application living in the same org, or QuickBooks Online, a connected third-party engine reached through a connector.
Integration with Accounting Seed
Litify and Accounting Seed work well together, and since it is built natively into the same Salesforce platform, there is no export step or separate login involved. Accounting Seed references Litify's own Matter, Client, and Expense objects directly rather than syncing a copy of them, so a trust transaction sits on the same underlying record as the matter itself, not in a second system that needs cross-checking. Trust account management, time and expense tracking by matter, and customizable financial reports all read and write against the exact same data Litify's matter screens already show.
We have seen firms benefit from this close fit between matter data and accounting, since a trust deposit or disbursement never needs to be re-entered anywhere. Our role is to make sure the trust and payment workflows are set up correctly on a firm's actual matter data, so the check writing and accounting process stays clean.
Integration with QuickBooks Online
Litify and QuickBooks Online can work well together for firms not running Accounting Seed, but the integration needs proper review. Matters, negotiations, resolutions, settlements, and expenses are entered in Litify first, and a connector maps them across to QuickBooks using external IDs to avoid creating duplicate customer or matter records.
There are practical limitations that need to be understood before relying on the data completely. Our role is to identify these issues early, review the data, and make sure the check-writing and accounting process remains clean.
Litify is used as a centralized personal injury case-management platform to manage matters from initial intake through settlement and closure. It supports configurable intake questionnaires, lead qualification, conflict checks, automated matter creation, and stage-based workflows.
Each case can be structured with predefined tasks, deadlines, reminders, approvals, and workflow triggers based on the matter stage. The platform is also used to maintain a complete case timeline, organize medical records and treatment information, track damages, manage documents and correspondence, prepare standard legal documents and demand packages, monitor referrals, and provide real-time visibility through dashboards, reports, and mobile access.
Its AI-assisted summaries, medical chronologies, document analysis, and case-value insights help identify missing information, monitor case progress, and highlight matters requiring follow-up.
Why This Matters
In PI accounting, Litify and Accounting Seed or QuickBooks should not be treated as separate systems. Litify carries the matter information, negotiation, settlement, and expense detail as Salesforce records. Accounting Seed or QuickBooks carries the accounting records, checks, bank reconciliation, and trust liability.
If both systems do not match properly, issues can appear in:
Our role is to keep the Litify workflow, whichever accounting system sits behind it, reviewed, connected, and accurate, so the firm can rely on clean accounting records.