Litify Launches AI-Powered Call Intelligence Natively Within Its Case Management Platform

From answered calls to missed calls and voicemails, LitifyAI Call Intelligence captures and qualifies every potential lead within the firm's existing platform, connecting intake data to agentic workflows that help move cases forward.

NEW YORK--(BUSINESS WIRE)--Litify, the leading AI-native Platform of Action for law firms and legal departments, today announced the launch of LitifyAI Call Intelligence, a new AI-powered client intake solution built directly into its case management platform, allowing firms to capture and qualify prospective clients without adding a separate AI intake vendor. Integrated with Litify Agentic Case Expert (ACE), Call Intelligence turns intake conversations into verified, actionable case data, combining real-time call assistance, citation-backed lead qualification and follow-up workflows within the platform firms already use to manage their cases.

Though the intake process is a critical first step in case acquisition, moving a prospective client from initial inquiry to onboarding isn’t always straightforward. Instead of moving closer to signing a retainer, prospective clients are often left repeating information, receiving conflicting outreach, and potentially taking their case to a competing firm. For firms relying on standalone AI tools, the tradeoff is clear: gaining modern AI capabilities can mean introducing another disconnected system into their case management workflows.

Through Call Companion, the live call experience embedded in Litify’s native AI suite, intake specialists receive real-time caller identification and contextual information, along with speaker-separated transcription and dynamic intake playbooks tailored to different case types. Call Companion guides specialists through relevant questions and firm-defined procedures, helping teams capture critical information consistently while remaining focused on the caller. Rather than replacing intake specialists, Call Intelligence supports them during the conversations where a firm’s most valuable cases can be won or lost. It also integrates with more than 20 telephony providers, including Dialpad, CallRail, Five9, Zoom, and Intermedia Elevate, allowing firms to retain their existing phone systems while capturing inbound, outbound, and voicemail interactions, including calls handled outside the live Call Companion experience.

Beyond transcription, Call Intelligence prefills intake questionnaires with suggested answers supported by citations to the original conversation. Each suggestion links directly to the corresponding transcript quote and timestamped audio, allowing specialists to verify information before accepting it. Staff retain control over what enters the case record, reviewing suggested responses before using the one-click “Save to Litify” action to commit accepted answers, call records, and transcripts together. This approach helps firms maintain accurate, verifiable intake records rather than relying on unsourced AI summaries.

The solution also introduces configurable lead scoring that allows firms to establish qualification criteria in natural language and weight factors such as liability, injury severity, economic loss, insurance coverage, and venue. Each lead receives an overall score, supporting subscores and cited justifications, helping intake teams apply more consistent evaluation criteria and prioritize opportunities based on the firm’s specific requirements. Once a call concludes, Call Intelligence generates a structured summary and recommends the Next Best Actions to take, allowing users to create follow-up tasks and calendar events with a single click. A centralized Review Queue provides visibility into missed calls, voicemails, unmatched callers, pending actions, and lead scores, helping teams identify outstanding work and maintain continuity throughout the intake process. Calls that come in after hours or go to voicemail are captured and transcribed, with caller matching and automated lead scoring helping intake teams identify and prioritize promising opportunities when they return.

“Our clients are among the top spenders in legal advertising, so every call that comes in is a significant investment,” said Lauren Rothrock, Chief Product Officer at Litify. “Intake is one of the most critical jobs at a firm; In a single call, a specialist has to comfort the caller, qualify the case, show why the firm is the right choice, and capture every detail accurately in the system. On top of that, intake team turnover is constant, so firms are always hiring and training new people on their best practices. With Call Intelligence, we’ve given intake teams an AI companion that handles everything except the human connection. It guides specialists through the firm’s playbook, transcribes the call and captures the data, so they can focus entirely on the person on the other end of the line. That’s how firms turn more of their leads into signed cases.”

Built on Litify's native Salesforce foundation, Call Intelligence integrates intake activity directly to the firm's existing case management environment, creating a seamless workflow that connects initial client interactions with ongoing case management without requiring separate AI intake tools or disconnected systems. Call transcripts are stored as native records within Litify, while call and activity information becomes part of the intake timeline and remains subject to existing Salesforce permissions. This allows firms to manage intake information within their established security and governance framework without adding another system to maintain.

Litify AI Call Intelligence is available now to Litify customers. To learn more or request a demo, visit litify.com.

About Litify

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Litify is building the last platform legal teams will ever need, powering a new era for the legal industry through its AI-native Platform of Action. Since its inception in 2016, Litify has helped law firms and corporate legal departments turn operations into impact. Trusted by over 70K legal professionals and 450+ enterprise clients across plaintiff, insurance defense, immigration, and the Fortune 500 — the industry-leading solution combines trusted cloud-based technology, configurable and AI-native workflows, and powerful business analytics. Its capabilities span matter and intake management, document generation, timekeeping and billing, legal hold and corporate eBilling, mobile, and more.

By integrating next-generation AI actions and insights across the platform, Litify offers a future-ready solution that enhances strategic decision-making, increases client satisfaction, and enables every teammate to operate at their full potential.

To learn more and request your personalized demo, visit www.litify.com.