BRIOLabs

SOL Package: Automated SOL Date Generation for Litify
The BRIOLabs SOL Package revolutionizes how legal practices manage Statutes of Limitations within Litify. This powerful solution automatically generates and tracks critical SOL dates for specific matters, ensuring compliance, reducing manual error, and streamlining your firm’s case management workflow. Focus on your clients while the BRIOLabs SOL Package handles your deadlines with precision.

bSign for Litify: Seamless, Enterprise-Ready eSignatures
bSign an integrated eSignature solution designed to feel like a native Litify feature, not an add-on. Powered by Dropbox Sign, it delivers best-in-class signing workflows, manages templates via Docrio, sends requests, and tracks signatures and usage with advanced reporting—all without leaving Litify. Ready to scale and fully compliant, bSign offers unlimited users with pricing as low as $3.50 or less per envelope.

Data Intelligence: Trusted Intelligence for Law Firm Leadership
Advisory-led, end-to-end data intelligence—from executive strategy and secure data architecture to Salesforce-centered analytics, Tableau-powered visualization, and AI-enabled workflows. Whether you need a governed data roadmap, a scalable analytics platform, or agent-driven automation, BRIO turns complex legal data into trusted, actionable intelligence.

BRIO Automated Messaging (BAM): Customer Engagement in Salesforce
BAM enables you to effortlessly send timely, event-based or scheduled notifications via both email and SMS, all driven by a flexible rule engine. It ensures TCPA compliance, logs all communication as Salesforce Tasks, and integrates seamlessly with flows and Apex, giving your team the power to automate critical communications and enhance customer journeys with precision and control.

BRIO Financials Accelerator (BFA): Demand to Disbursement in Litify
BFA transforms Litify into a complete settlement engine built for contingency fee firms. It automates complex fee structures, trust controls, and disbursement workflows entirely within Litify. Every expense, holdback, and payout is captured through transaction-driven financial activity for accuracy and stages your firm for a seamless with your accounting platform. Firms are guided from demand through final disbursement with controlled reviews, automated allocations, and locked financial closeout. While designed for scalability, the core principles of this package are accuracy & automation.

BRIO Automated Sync Engine (BASE): Configurable Automation in Salesforce
BASE is a flexible, rules-driven sync framework that enables law firms to automate data movement and operational workflows entirely within Salesforce. Built as the foundation for the Litify ↔ Accounting Seed Sync Engine, BASE monitors platform events and executes real-time create or update actions based on administrator-defined Sync Rules. Using a simple record-based configuration model, firms can implement powerful automations without custom Apex, complex flows, or external middleware.

BRIO API: Seamless Salesforce Integration for Vendor Data & Files
Simplify your external data synchronization with the BRIO API package for Salesforce. Designed for effortless integration with third-party vendors, this solution utilizes robust webhooks to manage and upsert data across your base object, parent, and child records.