Case Study: Salesforce achieves greater legal efficiency and spend visibility with Litify

Even Salesforce Benefits From the Power of Litify

The customer, Salesforce, a leading cloud-based CRM provider, used its own platform for basic legal matter management but lacked comprehensive visibility into its relationships with outside law firms. This limited insight hindered collaboration and made it difficult to manage outside counsel spend effectively. They implemented Litify, a legal operating platform built on Salesforce, to address these challenges and evolve their legal operations.

By implementing Litify, Salesforce's legal team gained a 360-degree view of firm relationships and matter management, leading to deep financial insights and better spend control. The solution provided a structured intake process and improved collaboration, which contributed to the team becoming twice as efficient in managing its total legal budget relative to revenue. Litify also provided the foundation for integrating AI agents to automate workflows and manage incoming legal requests more effectively.

Salesforce

Léo Murgel

SVP & COO, Legal & Corporate Affairs