Know Who to Reach, How to Engage, and
When to Act
Your firm’s best growth opportunities are already in its network. Litera brings relationship signals, campaign and engagement data, and contact context together so teams can act at the right moment with more relevant outreach.
Stronger Relationships at
Every Touchpoint
Know Who to Reach and What to Say
Business development opportunities detected automatically with ready-to-send outreach drafted in your lawyers' own voice, so every partner acts on the right opportunity with the right message
Create Campaigns That Drive Interactions
Campaigns informed by matter history, relationship strength, and your firm’s expertise, so every touchpoint is grounded in context your firm already owns.
A CRM That Creates Conversations
When your CRM is embedded where lawyers already work, every contact, interaction, and relationship updates itself without asking anyone to change a single habit
Connect Every Signal to the Next Action
When relationship signals, marketing campaigns, and CRM share the same data, every interaction can inform the next outreach and strengthen the firm’s understanding of the relationship.
The Intelligence to Know Who to
Reach and the Context to Act on It
same firm intelligence, embedded where your team already
works.
LEGAL CRM
Foundation 365
A single, current view of who your firm knows and how strong each connection is, available to every lawyer, BD professional, and marketing team member. Foundation 365 offers the critical client insights you need, directly in the tools you utilize daily.
- One connected view of client relationships and engagement
- Contact and company data unified from across your firm's systems into one CRM lawyers actually use
- Natively integrated with Outlook, Teams, and Power BI
RELATIONSHIP INTELLIGENCE
Foundation Proactive, Powered by Postilize
Proactive relationship management for your entire firm. Proactive brings together business development signals, relationship intelligence, and firm experience to help your lawyers identify opportunities, understand who has the right relationship, and take action with confidence.
- AI-powered Signals continuously detect opportunities across clients and prospects, showing lawyers who to contact, why now, and what to say
- Contact data cleansed and enriched automatically to keep your intelligence current
- ERM reveals who knows whom across your firm while matter experience maps to every opportunity
CAMPAIGNS, EVENTS, AND REPORTING
Foundation Marketing
Marketing that runs on your firm's relationship, engagement, and experience intelligence. Foundation Marketing connects campaigns to the contacts, segments, and insights you already have, so outreach is targeted, relevant, and measurable.
- Campaigns informed by matter history, relationship strength, firm expertise, and engagement signals
- Event management, email marketing, and experience tracking in one platform
- Every interaction strengthens your firm's intelligence, so the next engagement is more relevant and personal
integrations creating a single source of relationship truth
Signals identifying opportunities to engage clients and prospects
emails sent across the Foundation Marketing platform in 2025
Trusted by the Firms That Set the
Standard
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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
Head of Software and Data Engineering, Foot Anstey
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Foundation Marketing provided a faster, easier-to-use, and more cost-effective solution. We were looking for something that could tie into our other systems so that all our information could be centralized, something that would cut down on our manual labor and work in the digital age.Davis Wright Tremaine
Related resources
Raise The Bar™
With One Connected Engagement System
deepens your understanding of the relationship and helps inform what to do next.