Turn Firm
Intelligence into
Client Growth
See where growth is hiding, find who can open the door, and act before the opportunity passes. Litera connects relationship, experience, and engagement data so your team can pursue the right work with the right relationships at the right time.
Be the Firm That Shows Up
First and Never Misses a Deal
The Full Picture, In One Place
Give every team member the visibility they need on any client or matter so they can coordinate faster and move on opportunities before they go cold.
Actionable Intel When It Counts
Put client insights at your lawyers' fingertips, right inside Microsoft 365, Outlook, and Teams, with no context switching required.
Uncover Hidden Revenue
Identify whitespace in your existing accounts and cross-sell opportunities across practice groups before competitors do.
Firm Intelligence You Can Count On
Ground decisions in your firm’s relationships, experience, and data, combined with Litera’s legal context, so teams can act with greater confidence.
Seize Growth With Actionable
Intelligence
act before the moment passes. Here is how Litera gets you
there.
EXPERIENCE MANAGEMENT
Foundation
Get immediate access to the proof you need to win more business. Foundation connects client, matter, experience, and relationship data into a single source of truth, so your business development team pursues opportunities with track records, not guesswork.
- Centralized relationship and experience data across the firm
- Real-time visibility into who knows whom and what work you have delivered
- Governed access that protects sensitive client data without slowing teams down
LEGAL CRM
Foundation 365
Turn your CRM from a system of record into a growth engine. Foundation 365 gives lawyers and BD teams a single view of client relationships, whitespace opportunities, and recommended next steps, all natively inside Microsoft 365.
- One connected view of client relationships, opportunities, and engagement
- Contacts automatically kept accurate with relationship strength scoring
- Natively integrated with Outlook, Teams, and Power BI
RELATIONSHIP INTELLIGENCE
Foundation Proactive, Powered by Postilize
Surface hidden growth opportunities before they pass. Proactive monitors business changes, leadership shifts, and market signals, then delivers recommended actions to the right lawyer at the right time.
- Defined terms, references, numbering and formatting in one pass
- Issues flagged in place, with the fix one click away
- Assess the health of a document before it goes out
AI AGENT
Lito
The connective layer. Ask for relevant matters in plain language and Lito runs it extracts it from your firm’s collective experience.
- Natural-language search across experience, matter, and contacts in Foundation
- Answers grounded in your experience data, with citations
- Included for Foundation customers at no additional charge
Where Your Team Already Works
Microsoft 365, Litera Transact, iManage, NetDocuments, SharePoint, Google Workspace.
Ask “What Have We Done in This Area?”, Get Answers Instantly
Every pitch starts with one question: "What have we done in this area before?" Firm AI Search, in Lito, Litera's Legal AI agent, adds a natural-language layer to Foundation, so anyone on your team can ask that question and get a trusted, cited answer without leaving Word, Outlook, or the web.
of the Am Law 100 trust Litera’s Growth solutions
of the top global firms use Foundation 365
Integrations creating a single source of truth
Your peers trust Litera. Here's why.
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Lawyers can just look in their Outlook mailbox and get that great CRM data directly from Outlook rather than go through the CRM specifically. It's just maximizing productivity, getting better visibility, and really kind of lowering the admin that people need to keep track of opportunities and relationships they have.Paul Harvey, Foot Anstey
Head of Software and Data Engineering
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Effective business development often means empowering partners to recognize evolving client needs as they are happening. Those insights not only help clients and our firm, but they also deepen relationships.Mark Levin
Chief Marketing & Business Development Officer at Marshall, Gerstein & Borun LLP
Related resources
Raise The Bar™
And Grow Your Business
the right growth opportunities and act while the moment is still there.