When you're building the future of legal practice management, growth is a good problem to have — until it starts slowing you down.
That’s where Coral Team came in.
As Litify rapidly expanded, we stepped in to provide seamless, scalable support — helping the platform meet demand without sacrificing quality or momentum.
Overview
Client:
Litify
Industry:
LegalTech
Services Provided:
- Ongoing Maintenance
- Custom Implementation
- Salesforce Development & Integration
Litify is a fast-growing startup revolutionizing legal operations. Their all-in-one legal practice management platform — built entirely on Salesforce — helps over 60 law firms and legal service providers across the U.S. simplify case management, client communication, and firm operations through web and mobile apps.
But with growth came a new challenge: keeping up with demand without compromising on service or product development.
To keep delivering excellence at scale, Litify partnered with Coral Team. By outsourcing key Salesforce support and implementation functions to us, Litify expanded its capacity, sped up delivery, and continued delighting its users — all without missing a beat.
The Challenge
Success doesn’t slow down — and neither did Litify.
As demand skyrocketed, so did the pressure to deliver smooth, scalable implementations and reliable customer support for a growing number of law firms.
To keep pace, Litify needed more hands on deck — specifically, skilled Salesforce pros who could jump in without slowing things down.
Instead of stretching their in-house team thin, they turned to trusted partners. Coral Team was at the top of that list.
Known for our reliability and deep CRM expertise, we were ready to hit the ground running. Our first task? Dive into a high-stakes implementation project right alongside Litify’s core team — no ramp-up time, no learning curve, just results.
The Solution
1. Kickoff: From Backup to Backbone
What started as standard Salesforce support quickly turned into a full-on partnership. Coral Team didn’t just keep the lights on — we rolled up our sleeves and got deep into the engine room.
As Litify's client base grew, so did the complexity of their needs. Soon, we were developing and customizing modules tailored to specific law firms — each with their own unique workflows, preferences, and opinions (lots of opinions). To meet the challenge, we rapidly scaled our team and became fluent in the Litify product suite faster than you can say “objection!”
2. Scaling: A Legal Growth Spurt
By year one, our team had grown by 10x. No exaggeration. That growth mirrored Litify’s — and we were right there with them, focused on two key missions:
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Integrating Litify into the patchwork of systems law firms were already using,
- Delivering white-glove support to keep every client experience smooth and successful.
In other words: we made it all work, even when firms showed up with systems older than some junior associates.
Key Services Delivered
3. Integrations: Making Everything Play Nice
In the legal world, integration isn’t just a technical term — it’s a survival tactic. So we made Litify talk to all the tools law firms depend on daily:
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Document management: Nintex Drawloop DocGen®, NetDocuments, DocuSign, Adobe Sign
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Case management: Aderant, SmartAdvocate, Needles
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Accounting: QuickBooks
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Integration platforms: Workato
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Cloud storage: Box, Dropbox
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Email & calendars: G Suite, SmartCloud Connect, Microsoft Exchange
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Phones & CTI: RingCentral, Vonage, CallRail
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Custom APIs & webhooks: Because one size never fits all
Other Services Delivered
4. Customization & Configuration: One Size Fits No One
Litify’s strength is its flexibility — but flexibility takes work. That’s where we came in.
We helped tailor Litify’s key modules — Intakes, Matters, Parties — to suit each firm’s unique processes (and let's face it, no two are the same). Whether it was building custom flows, setting up automations, or delivering reports that made managing cases feel less like herding cats, we were there.
The result?
Faster onboarding, smoother operations, and more happy attorneys. And let’s be honest — making lawyers happy? That’s practically a superpower.
We could go on about the success of this partnership — but we’ll let Litify’s own words do the talking:
Christian McLaughlin
Professional Services (LPS) Lead, Litify
“Working with Coral Team has been an incredible experience. As a rapidly growing SaaS company on the Salesforce platform, we needed to extend our Delivery Team as quickly as possible. We engaged, trained, and incorporated Coral Team in our implementations within a short amount of time, and have been successful in meeting our clients' expectations ever since. They are an extension and integral part of our team and I can confidently recommend Coral Team to any company looking to supplement their teams with highly-skilled Salesforce resources.”
We don’t take “an extension and integral part of our team” lightly. That’s the kind of trust we strive for — and the kind of impact we aim to deliver on every engagement.
After all, in the world of legal tech, results speak louder than briefs.