Make Your Collective Intelligence the Foundation of Your Firm
Foundation provides the essential knowledge and tools for marketing and business development to compete more effectively and expand existing client relationships.
Moving beyond traditional Experience Management, Foundation’s Firm Intelligence platform gives you easy access to all required matter, people, client, and party data—the means to passively collect it from core internal and external systems—and built-in processes to ensure it’s always complete, accurate, and up-to-date.
Powerful integrated tools make it easy to find, package, and share firm intelligence for business development needs like strategic planning, supporting lawyers, improving client development, and inclusion in your website, proposals, submissions, and more.
Get the Information Needed to Do Your Job
Searching across any single entity is possible with most systems and is easy to do in Foundation. But, what’s truly transformative is having all the searchable, current, accurate data you need in a firm-wide platform.
Only Foundation gives you the ability to search and report on your information from every angle—starting with the matter, the client, the timekeeper, or related parties—then pivot to look at the data a different way. Or, create a sophisticated search including criteria across multiple entities with just a few clicks.
It's Never Been So Easy to Find What You're Looking For
Quickly and Accurately Respond to RFPs
Swift Replies to Pardon-the-Interruption Emails
Find Matter Experts Immediately
Efficiently Solve Client's Problems
Generate Better Proposals
Respond quickly to client requests with persuasive, firm-branded materials to win and keep more business. Include tailored, relevant examples of why your firm is the best choice to help clients achieve their goals.
Simple Content Assembly — A shopping cart approach to gathering experiences, attorneys, and selected content assets makes it fast and easy to curate components of a winning pitch or proposal.
Branded Templates — Highly-branded Word and PowerPoint templates allow users to efficiently generate pitches, proposals, biography lists, deal sheets, and other documents without needing to worry about formatting or consistency.
Client Logos and Tombstones — Client profiles support company logos, along with alternative company names for use in anonymized experience descriptions. Experience narratives support the inclusion of dynamically generated tombstone images.
Manage Ranking and Award Submissions
Curate high-value and award-worthy matters, generate submissions using pre-formatted templates, and track the results. Capture valuable matter details from motivated lawyers as a byproduct of the submissions process.
Curate and Manage Biographies
Centrally manage biographies in Foundation, including multiple alternative biographies with stipulated length requirements for targeted inclusion in the firm website directory, pitches, proposals, and more. A simple interface and built-in approval workflows make it possible for lawyers to manage their own biographies and ensure firm consistency.
Practical Business and Client Insights to Grow Your Business
Improve Cross Selling
Better Manage Boilerplate Content
Synchronize with Your Website
Track and Improve Outcomes
Provide Partners With Actionable Insights
Integrate Lateral Hires
Configure Foundation to Match Your Requirements
Highly configurable and easy to integrate with your business critical systems, Foundation can evolve to match ever-changing firm requirements. The visual configuration builder allows you to define firm and matter type specific fields and form layouts, no programming or vendor involvement required.