Legal Integration
Best AI Assistant for Litify
Carly is an AI assistant that connects to Litify so you can update matters, log notes on intakes, assign roles, and create tasks — all by email or text. No logging into Salesforce between client calls and court appearances.
Try Carly →What Carly can do with Litify
Update matter status after a call
Text Carly what happened on a client or adjuster call and she updates the matter status and logs a note in Litify — no loading Salesforce, no hunting for the record.
Log intake details on the spot
Right after an intake call, tell Carly the client's account of the incident and she captures it as a note on the matter in Litify while it's fresh — instead of typing it up hours later.
Assign roles and create tasks
Email Carly to assign the handling attorney or paralegal as a role on a matter, or to create a task like "send retainer to client," and she sets it in Litify without you opening the app.
Pull matter status before a client call
Ask Carly for a matter's current status, key contacts, roles, and open tasks and she pulls them from Litify — ready before a client call, court appearance, or team stand-up.
Why PI firms are using AI to run Litify
Litify is a Salesforce-native legal operating platform, and mid-to-large personal-injury firms run their whole practice on it — matters, contacts, roles, documents, and tasks all live in one system. But Litify's power comes with weight: updating a matter or logging a note means loading Salesforce, finding the right record, and clicking through related lists. Attorneys and intake specialists who bill by the hour or work the phones all day can't stop mid-task to do that.
An AI tool for Litify should let the people closest to the client update the matter the instant something happens — from a phone after a call, from the hallway outside a courtroom — without navigating Salesforce screens. When logging a note or assigning a role takes one text, the matter stays accurate. When it takes a full desktop session, the record lags behind the case.
How Carly works as your AI Litify assistant
Carly connects to your Litify org through the Salesforce API. Once connected, you manage matters, contacts, roles, tasks, and notes over email or text — like messaging a legal-ops coordinator who keeps every record current without you touching Salesforce.
Just finished an intake call? Text Carly to update the matter status, log a note with the client's account of the incident, and assign the handling attorney as a role. New client referred by a co-counsel? Email Carly the details and she creates the contact and links the role on the matter. Prepping for a call with a client? Ask Carly to pull the matter's status, key contacts, and open tasks and she sends them over.
Because Carly works from outside Litify, she can cross-reference matter data with your calendar and email — checking whether a client has an appointment scheduled or pulling their latest email thread alongside the Litify record.
Who uses Carly with Litify
Personal-injury attorneys at mid and large firms who live in depositions and client calls and can't afford to lose billable time to Salesforce data entry. Intake specialists who need to log matter details and assign roles the moment a call ends, not at the end of the day. Legal-operations teams who want matters kept current across a heavy caseload without everyone learning the full Salesforce interface. If your firm runs on Litify but keeping records updated is a chore, Carly does it over text while your people stay on the work that matters.
See it in action
How to connect Litify to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Litify
Authorize the Litify integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Litify. She handles the rest.
Automate Litify in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Litify?
Carly is an AI assistant that connects to Litify and lets you update matters, log notes, assign roles, and create tasks — all by email or text. She works from outside Salesforce so you can keep matters current from a client call or the courthouse without loading the Litify interface.
Can AI update Litify matters without opening Salesforce?
Yes. With Carly, you text or email instructions like "log a note on the Dominguez matter" or "set the status to Signed Up" and Carly updates Litify within seconds — no Salesforce login, no clicking through related lists during billable time.
How do I connect Carly to Litify?
In your Carly dashboard at carlyassistant.com/integrations, connect Litify with your API key. Once connected, Carly can update matters, log notes, assign roles, create tasks, and pull matter data from your Litify org.
Can Carly log notes and assign roles on a Litify matter?
Yes. Tell Carly the matter and what you need — a note from a call, the handling attorney to assign, a task to create — and she updates the correct matter in Litify. Great for capturing intake details the moment a call ends.
Can Carly pull matter status from Litify?
Carly can pull a matter's current status, contacts, assigned roles, and open tasks from Litify on demand. Ask her before a client call or court appearance and she sends the summary by email or text.
Is Carly different from Litify's built-in automations?
Yes. Litify's automations run inside Salesforce based on matter templates and workflow rules. Carly is an external assistant you email or text — she gives you on-demand access to matters from anywhere and the ability to log notes, assign roles, and create tasks without logging in. She also connects Litify to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."