Combine Experience, Financial, and CRM Information in a Single Comprehensive Client View

A Roadmap for Client Growth

Foundation Strategic Relationship Management is the first solution to combine experience, financial, and CRM information in a single comprehensive client view to drive client growth, including:

• What work your firm has already done for a client
• Who was involved
• How much it was worth
• What other work you should be doing
• How they tally on relationship health indicators

Foundation simplifies the complexities of multiple client entries in your financial system, and hard to manage intricate relationships and structures among your clients. It provides a bridge across financial and marketing data to show you the full working relationship with your clients, uncovering insights not available in any single system on its own.

A Key Component of Your CRM Strategy

Foundation is the missing top layer in your CRM technology stack. The Foundation data platform does the hard work of aggregating and transforming data from your time and billing solution and combines it with details from other internal and external systems.

Finally, a Single View of Your Client

A complement to generic CRM tools, Foundation shows you a full picture of your existing clients across practice groups, types of work, industries, and geographies.

Combining enriched client, financial, and experience data allows you to segment across fields for strategic analysis and to prioritize targeted business opportunities.

A Single Intelligent Client View for Client and Practice Teams

Client profiles synthesize information from multiple sources to provide a strategic overview of your client’s relationship to the firm, including:

• Health indicators
• Engaged partners and practices
• Client financials
• Matter history
• Portfolio companies
• Key contacts, including alumni and board members
• News and activities from outside sources

Easily Change Focus from Clients to Matters to People

Examine relationships from every angle by using Foundation’s intelligent platform to pivot across industries, markets, companies, lawyers, third parties, and more and then dig into the relevant details.

Track Portfolio Companies

Unlock the direct and indirect relationships and potential opportunities within holding companies, private equity firms, investment funds, and other interconnected clients.