Building a Scalable Matter Profiling Program - an AmLaw 50 firm’s Journey to Data-Driven Program Monitoring with Litera Foundation.
The Challenge
An AmLaw 50 firm’s Matter Profiling Program was growing rapidly, but that growth introduced new complexities. With multiple data collection points and a large team of subject matter experts contributing to the Foundation system, the firm struggled to track profiling activity, enforce governance, and measure progress across 16 offices and numerous practice areas.
“Establishing oversight of the program across our global footprint was our biggest hurdle,” said the firm’s Senior Manager of Knowledge Solutions. “We needed analytics to show us who should be involved and when, what strategies were working, and where we had gaps needing attention.”
The firm also needed to empower users to leverage high-quality experience data, demonstrate value to leadership, and boost engagement among teams that hadn’t yet met adoption goals.
The Solution
The firm implemented Litera’s Foundation to build a responsive, stakeholder-focused profiling program that offered enterprise-wide visibility while accommodating the unique needs of individual practice areas. They developed an innovative analytics framework using Foundation’s flexible architecture.
The solution featured:
- Custom dashboards for real-time tracking of profile progress and performance
- Executive summaries to clearly communicate insights to leadership
- Data visualizations that made reporting intuitive and storytelling impactful
- Action plan tracking to drive accountability and continuous improvement
Foundation’s adaptability enabled the firm to tailor strategies for different practices while maintaining consistent data standards across the organization.
“It was really about our profiling workflow—understanding and measuring our success,” said the Matter Profiling Program Lead.
The initiative focused on creating metrics for program health, tracking profile completion and quality, and organizing data to identify both high-performing areas and those needing support. A dedicated core team, well-versed in Foundation, led the rollout using an iterative approach, refining dashboards and processes as the program matured.
The Results
The firm’s Analytics Reporting initiative strengthened its experience and knowledge management strategy, making data the cornerstone of decision-making and improving operational efficiency.
Notable outcomes included:
- Strategic Impact: Teams use comprehensive data to guide business development strategies
- Improved Oversight: Profiling gaps are proactively identified, ensuring data quality and integrity
- Cultural Shift: Profiling evolved from administrative work to a strategic asset for pitches, RFPs, precedent research, and knowledge management
- Scalability: The flexible framework supports ongoing expansion with advanced dashboards, self-service tools, and AI-readiness
- Executive Reporting: Leadership receives streamlined, actionable intelligence in decision-optimized formats
“We figured out what data we wanted to showcase and how to measure success. Foundation helped us do that,” shared the Matter Profiling Program Lead.
This reporting framework enables Profile Managers to spot trends and improvement opportunities, while providing leadership with clear ROI metrics. Foundation has become essential to both Practice and Business Development teams, driving a cycle of continuous improvement and enhanced program effectiveness.
Looking Ahead
The firm’s matter profiling program has evolved from a data management tool into a strategic engine aligned with goals for knowledge sharing, business growth, and operational excellence. With Foundation, the firm has transformed institutional knowledge into a competitive advantage—fueling smarter growth, better client service, and ongoing innovation.
Want to see what Foundation could do for your firm? Schedule a demo today.
