Brandon Burke Litify, one of the leading case management systems for law firms, does offer a client portal. However, it’s important to understand how it works. Rather than providing a fully integrated, branded client experience out of the box, Litify relies on Salesforce Experience Cloud (formerly known as Communities) to deliver portal functionality which comes with caveats.
And while Experience Cloud is powerful, the result often feels more like a workaround than a client-first solution, especially for personal injury law firms that prioritize branding, automation, and a sleek user experience.
Here are the common pain points law firms encounter when relying on Litify’s Experience Cloud-based client portal:
Client Experience Gaps
While functional, the portal often feels like a generic Salesforce extension rather than a consumer-ready app. There’s no dedicated mobile app, and real-time alerts typically require custom development. This results in a client experience that can feel out of date or disconnected, certainly not what clients expect from a modern legal team.
License & User Count Complexity
Litify’s client portal users are treated as Experience Cloud users within Salesforce. Depending on your Salesforce license tier, this could mean additional per-user costs. For personal injury or disability firms working at scale, managing client licenses can be an administrative and financial burden.
Customization Dependencies
Want your portal to match your firm’s branding? Expect to hire a Salesforce consultant or train staff in Experience Cloud’s complex configuration options. Deep customization including automation, mobile optimization, and notification logic requires technical know-how many firms don’t have in-house. You’ll be working around Salesforce, not with it.
In short: While Litify technically offers a client portal, the implementation is best described as quirky. It works, but it doesn’t wow.
A Better Approach: CasePulse
If your firm wants a seamless, modern client experience that integrates deeply with Litify and puts your brand first, consider CasePulse.
CasePulse was built to do what the Litify/Experience Cloud combo struggles with: offer a true client-first portal with deep Salesforce-native integration.
Real-Time, Native Sync with Litify
CasePulse syncs directly with your Litify case data in real time with no middleware, no third-party connectors. It’s powered by Salesforce Lightning Web Components, giving it native performance while avoiding the headaches of Experience Cloud licensing.
Fully Branded Client Experience
CasePulse puts your firm’s brand front and center. Clients see your firm’s name, your logo, your colors not those of Salesforce.
Even better, your clients access the portal on your firm’s domain and not a Salesforce-branded URL. This reinforces trust and presents a seamless experience from intake to resolution. Email notifications, SMS notifications, login screens, and the portal interface all reflect your firm’s identity, not a third-party platform’s.
Automations That Save Time
With CasePulse, your team can automate routine communication and client updates without writing a line of code. Invite clients to the portal automatically when a case opens, trigger document requests or milestone updates, and send follow-ups at key points, all connected to your existing Litify workflows.
Client-Friendly Tools
CasePulse delivers a sleek, intuitive experience that mirrors what clients expect from modern apps. They can:
- View their case progress via visual timelines
- Upload documents securely
- Send and receive messages in a secure, logged environment
- Receive automated updates in real time
- Submit feedback via custom forms or Google reviews automatically.
And all of this happens without requiring your team to manage Experience Cloud licenses or hire a developer to maintain the system.
Feature Comparison: Litify’s Portal vs. CasePulse
| Feature | Litify (Experience Cloud) | CasePulse |
|---|---|---|
| Portal Base | Salesforce Experience Cloud | Native Lightning Web Component and Custom Portal Platform |
| Mobile-Friendly User Experience | Limited; no mobile app | Modern, responsive UI |
| Client Notifications | Salesforce-branded emails | Branded email and sms firm communications |
| License Complexity | Requires Experience Cloud licenses | No client licensing needed |
| Branding Control | Limited, requires consultant help | Fully customizable, branded domain |
| Real-Time Sync | Possible but not native | Built-in, real-time sync |
| Automation | Requires custom dev | Pre-built automations included |
Final Thoughts
Yes, Litify offers a client portal. But it’s powered by Salesforce Experience Cloud, a platform that, while flexible, introduces license complexity, branding limitations, and customization challenges that most PI firms don’t want to wrestle with.
CasePulse is the modern alternative: purpose-built for legal teams, deeply integrated with Litify, and focused on delivering a branded, seamless experience to your clients without technical hurdles.
If your firm wants to stand out, streamline communication, and elevate your client experience, CasePulse is the better fit.
Explore more at CasePulse.com/features