This is your single source of truth for the move from SimpleLegal to Litify. What it is, why we're doing it, what changes for your role, and exactly how to be ready. No surprises.
This phase has a tight focus. Here's exactly what moves, and what stays right where it is.
You create and intake new matters in Tonkean, exactly the way you do today. None of that changes now.
The training showed you screens. This is the context behind them. Litify is where we approve outside counsel invoices, monitor spend, and handle basic matter management at Workday.
Litify is where you approve outside counsel invoices and monitor spend, replacing SimpleLegal. New matters still run in Tonkean.
SimpleLegal couldn't keep pace with how our spend management needs to operate. Litify gives us the structure, reporting, and room to grow that we've been missing.
Reliable spend visibility and reporting our IP and Legal Data teams can actually build on. The platform works around how we practice, not the other way around.
Good news: you don't need any Salesforce experience to use it.
Salesforce is the engine under the hood. Litify is what you actually drive.
Everything we hand you, the screens, steps, and guides, is built around Litify. Salesforce just runs quietly underneath.
It uses the same patterns as everyday web tools: search, a list, clicking into a record. We'll walk through each one with you.
New to Salesforce, or just want a refresher? You're not behind, and help is here when you want it.
One size never fit anyone. Pick your role to see what actually changes for you and the first three things to do on day one.
Change isn't a single training session. Here's the full drumbeat from now through go-live and the hypercare weeks that follow, and exactly where we are right now.
The handful of things you'll actually do in Litify, mapped from SimpleLegal. Remember: new matters still start in Tonkean. Built to be printed, bookmarked, and kept open on day one.
Tick these off and you're ready for June 11. Your progress updates as you go.
The honest answers to what you're wondering but might not say out loud.
For the first two weeks after go-live we run hypercare: more support, faster, no ticket left waiting. Here's how to reach us.
Drop-in sessions every weekday during go-live week and the two weeks after. Bring your screen and a real task. We'll do it together.
Ask in the open. Odds are someone else has the same question, and answers become FAQs for everyone.
Hit a wall or found a bug? Log it through the support path and we'll triage fast during hypercare.