A working session, not a webinar
Design five governed AI workflows your Litify team can turn into action.
Litify is a Salesforce-based legal operations platform, so the opportunity is broader than one packaged PI workflow. Work through a sanitized operating model and leave with the rules needed for a deployable agent.
Workshop preview
See how a Litify operations team can turn a vague automation idea into a bounded, testable agent workflow.
No email or registration required
The participant experience
What happens during the hour
Participants do the work themselves. The session moves from safe use to tested instructions to a repeatable team standard.
0-10 min
Define the agent boundary
Separate actions an agent may execute, recommendations a person must approve, and legal decisions that remain outside the workflow.
10-20 min
Map data to action
Choose the Litify objects, fields, documents, and matter-plan events an agent needs, then identify missing or unreliable inputs.
20-50 min
Design the operating workflows
Build and test intake routing, matter exceptions, document checks, approvals, and reporting on a sanitized PI operating model.
50-60 min
Set the control standard
Define permissions, source requirements, logs, exception ownership, and the measures leadership will use before deployment.
The practical work
Five Litify operating controls, built around one agent workflow
The work begins before configuration. Each exercise turns firm policy into a testable specification for data, action, approval, escalation, and measurement.
Agent action map
Define what the agent observes, recommends, executes, records, and escalates at each step of one PI workflow.
Data-readiness check
Identify the fields, documents, ownership data, and status definitions required for reliable action.
Matter-plan exceptions
Surface stalled tasks and slipping milestones, then route each exception to the correct human owner.
Approval matrix
Separate automatic actions from staff approval, attorney review, and decisions an agent must never make.
Operations dashboard
Specify the volume, exception, completion, override, and outcome measures leadership needs to govern the workflow.
Why this matters inside a Litify firm
Treat AI as an operating model, not another feature.
Action from connected data
Teams learn to translate matter data and documents into bounded recommendations and actions instead of isolated AI outputs.
Explicit human authority
Every workflow names who approves, who owns an exception, and when the agent must stop for legal judgment.
Governance leadership can inspect
Permissions, logs, overrides, failure cases, and outcome measures become part of the design before deployment.
What Litify provides, and what your firm must design+
Salesforce foundation
Litify applies Salesforce's enterprise platform, permissions, integration ecosystem, and no-code configuration to legal operations.
Connected legal workflows
Intake, matter plans, documents, activity, and reporting can operate from shared data instead of separate point solutions.
LitifyAI and ACE
Litify supports asking, drafting, summarizing, centralized prompts, recommendations, and packaged or custom agentic workflows.
The operating model belongs to the firm
The firm must define trusted data, action authority, approvals, exception owners, audit evidence, and measures of a safe result.
Litify's ACE and LitifyAI capabilities are evolving. We verify this map against current first-party product documentation before each cohort.
What participants leave with
An agent workflow your technical team can evaluate
Participants leave with a concise operating specification, not a generic list of AI ideas. The certificate records completion but does not represent CLE or vendor certification.
- An agent action and authority map
- A Litify data-readiness checklist
- A matter-plan exception design
- A human approval and escalation matrix
- An operations dashboard specification
- A personalized certificate of completion
Litify cohort
Reserve a seat
For PI legal-operations leaders, Litify administrators, COOs, reporting leaders, and attorney sponsors responsible for governed automation. Maximum ten firms per working session.
Questions answered
What to know before reserving a seat
How is Litify different from the other workshop platforms?+
Lead Docket centers on intake, while Filevine, CASEpeer, and SmartAdvocate package case-management workflows for legal teams. Litify's clearest structural difference is its Salesforce foundation: it is designed as a highly configurable enterprise platform spanning intake, matters, documents, analytics, integrations, and agentic workflows. That flexibility makes operating design, data quality, permissions, and governance especially important.
Doesn't Litify already include AI agents?+
Yes. Litify ACE and LitifyAI support agentic actions, recommendations, document and data analysis, drafting, summaries, and firm-wide prompts. The workshop does not recreate those features. It teaches the operating decisions required to deploy them responsibly: scope, data, authority, approval, escalation, logging, and measurement.
Is this a Litify administrator certification?+
No. It is an independent Possible Minds working session for PI operations teams. It does not replace official Litify or Salesforce product training, implementation services, or certification.
Will participants use live firm or client data?+
No. Every exercise uses a sanitized operating model. Real data should enter only after the firm approves the environment, permissions, retention, integrations, logging, and human-review controls.
Can an agent make legal or case-acceptance decisions?+
No. The workshop treats legal advice, case acceptance, strategy, valuation, settlement authority, and final deadline responsibility as human decisions. Agents may organize, recommend, or execute bounded administrative actions under firm-approved rules.
Is the workshop free? What's the catch?+
The session is free and contains no product demo. If the operating map exposes a workflow the firm later wants implemented, leadership can separately ask Possible Minds for help. That conversation is optional.