Stay ahead of client needs with AI-powered relationship intelligence, proactive outreach, and clean data directly in the tools your lawyers already use.
Foundation Proactive helps firms win more matters, strengthen client relationships, and avoid silent churn by surfacing the right signals at the right time.
See Opportunities First
Detect high-value business events like executive hires, financings, M&A rumors, and regulatory shifts.
Act before competitors even know there’s an opportunity.
Strengthen Every Relationship
Automatically track engagement frequency, recency, and context.
Get alerts before relationships go cold and outreach drafted in each lawyer’s authentic voice.
Keep Your Data Clean
AI continuously refreshes contacts, titles, and companies.
No more manual CRM audits. Data stays accurate, revenue-ready, and migration-proof.
See Foundation Proactive in Action
Schedule a demo to discover how Foundation Proactive can:
Deliver real-time client signals in Outlook.
Automate personalized outreach for partners.
Provide relationship intelligence at scale.
Modernize your CRM without replacing it.
“Effective business development often means empowering partners to recognize evolving client needs as they are happening. Everyone wants to know what is happening in their network, and Foundation marketing (Postilize) surfaces insights and gives us direction for outreach”
- Mark Levin, Chief Marketing & Business Development Officer,Marshall, Gerstein & Borun LLP
“Clients always ask us what digital platform we’re using to make our team more efficient. Litera Transact is always brought up as a prime example, and we have the time savings and happy customers to prove it.”
-Martin Gunnheim, Associate, Arntzen de Besche
© Litera. | Privacy Policy | Contact Us
227 W Monroe St #2100 | Chicago, IL 60606