• Transact Login
  • Litigate Login
  • Store Account
  • Customer Center
  • Support
logo
  • Solutions
    • Drafting
      • Litera Desktop
        An integrated experience with everything a lawyer needs to draft documents
      • Create
        Generate new documents and reduce manual entry
      • Check
        Analyze, proofread, and repair documents
      • Collaborate
        Compare complex documents and protect against metadata exposure
      • Publish
        Simplify your most complex PDF workflows and create text searchable PDFs
    • Workflow
      • Transaction Management
        A secure, collaborative deal management platform
      • Due Diligence
        AI/ML based solution to highlight and extract provisions automatically
      • Litigation
        A litigation management platform to connect all elements of your case
    • Firm Intelligence
      • Foundation Firm Intelligence
        Win more business and exceed client expectations
      • Pricing and Scoping
        Improve firmwide profitability and offer increased client transparency
      • Digital Marketing
        Manage and nurture your business relationships more effectively
      • Strategic Planning
        Connects your plans to everyday goals for outstanding results
      • Shipping and Invoice Management
        A single platform to manage a law firms shipping and invoice needs
      • Talent Management
        Streamline recruitment, CLE/continuing education management, performance reviews, and work allocation
      • Business Intelligence
        Retrieve, analyze, and visualize all financial data onto a highly configurable business intelligence dashboard
    • Governance
      • Governance and Collaboration
        Streamline collaboration through organized structures and access management
      • Business Continuity
        Ensure business continuity by always having access to data even during outage
      • Compliance
        Remain compliant with disposition policies by minimizing unnecessary data
      • Cloud Migration
        Kickstart your journey to the Cloud
      • Microsoft Teams Management
        Control data chaos and improve your Microsoft Teams security and governance
  • Customers
    • Who We Work With
    • Enterprise Law Firms
    • Small/Medium Law Firms
    • Corporate Solutions
    • Services
    • Case Studies
  • Company
    • Our Story
    • Management Team
    • Events
    • Partners
    • Press
    • Careers
    • Contact
  • Resources
    • Resource Library
    • The Changing Lawyer
    • LegalTech Matters Podcast
  • Login & Support
      • Transact Login
      • Litigate Login
      • Store Account
      • Customer Center
      • Support
Request a Demo Store

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

Request a Demo

A Roadmap for Client Growth

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

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

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.

" Foundation not only helps us easily put our fingers on the experience and expertise we need to craft a more competitive pitch, it has literally cut our proposal generation time in half, creating capacity for the team to provide even more value to our lawyers."

Jennifer O'Connell, Senior Business Development Manager
Butler Snow

"I can't think of another vendor more worthy of recognition as ILTA's Solution Provider of the Year (2020). I appreciate their "deliver first and then discuss" approach as well as the best customer support in the industry."

Sherry Vance Allen, Chief Marketing Officer
Butler Snow

Practical Business and Client Insights to Grow Your Business

Expand Business Relationships

Expand Business Relationships

Use Foundation’s search and reporting capabilities to easily segment clients based on firm-defined criteria. Quickly identify the clients and segments most likely to deliver the greatest opportunity.

Target Cross Selling Opportunities

Target Cross Selling Opportunities

Leverage built-in white space reporting to easily discover cross selling opportunities. Identify clients who have engaged the firm in one area but not another. Supplement this insight with who-knows-whom data from your generic CRM tools to implement effective action plans.

Assess Client Health & Performance

Assess Client Health & Performance

Key client analytics provide indicators to assess relationship health and inform client strategy at a glance. Analyze which clients are growing or declining, their cross-practice involvement within the firm, and their relative rank against other clients to maximize ROI.

Mitigate Attrition Risk

Mitigate Attrition Risk

Monitor key clients to catch warning signals that their firm commitment is waning. Mitigate risk by tracking partner engagement and a client’s ongoing activity across practice groups.

Discover Who Knows What

Discover Who Knows What

A rich combination of experience, client, and people information makes it easy to discover who knows whom, who knows what, and who has done what type of work.

Generate New Proposals

Generate New Proposals

Easily combine matter, client, and lawyer information with custom boilerplate content to create highly-targeted, firm branded proposals, including the most relevant experiences for client requirements.


A Single Intelligent Client View for Client and Practice Teams

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

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

Track Portfolio Companies

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

Operationalize your firm knowledge with the Foundation Firm Intelligence platform

Get In Touch

Additional Resources

Collateral

Foundation Firm Intelligence Litigation Analytics on Westlaw Edge Product Sheet

Foundation Firm Intelligence Litigation Analytics on Westlaw Edge Product Sheet

See more

Collateral

Foundation Strategic Relationship Management Product Sheet

Foundation Strategic Relationship Management Product Sheet

See more

Whitepaper

A Single Source of Truth for Your Firm

A Single Source of Truth for Your Firm

See more

Whitepaper

A complete guide to firmwide analytics

A complete guide to firmwide analytics

See more
logo
US: +1 630 598 1100 UK: +44 (0)20 3890 2860
Vision
  • One Vendor
  • Integration
Solutions
  • Litera Desktop
  • Litera Create
  • Litera Check
  • Contract Companion
  • Litigation Companion
  • DocXtools
  • DocXtools Companion
  • Litera Review
  • Litera SecureShare
  • Metadact
  • Litera Compare
  • Litera Transact
  • Kira Systems
  • Litera Litigate
  • Foundation Firm Intelligence
  • Clocktimizer
  • Concep
  • Objective Manager
  • PS/Ship
  • Prosperoware
Customers
  • Who We Work With
  • Enterprise Law Firms
  • Small/Medium Law Firms
  • Corporate Solutions
  • Case Studies
  • Services
Company
  • Our Story
  • Management Team
  • Events
  • Partners
  • Press
  • Careers
  • Contact Us
Resources
  • Resource Library
  • Webinars
  • The Changing Lawyer
  • LegalTech Matters Podcasts
logo
US: +1 630 598 1100 UK: +44 (0)20 3890 2860
  • Licensing Terms
  • Privacy Notice & DPA
  • Preference Center
  • Contact Us
  • Modern Slavery Statement

© 2023 Litera Corp. All rights reserved.