Learn how firms turn relationship intelligence into coordinated business development action.
Relationship history sits in one partner's inbox. A client's shifting priorities show up as a note in a CRM nobody opens between renewals. By the time a business development team notices a relationship has cooled, a competitor already has the meeting.
This is a business development problem before it is a technology problem, and it is the exact gap Litera's relationship intelligence and business development capability is built to close. Foundation Proactive, Powered by Postilize, working alongside Litera Foundation 365, gives firms a continuously current view of relationship strength, not just a record of relationship history. Nearly one-third of CRM contacts go stale every year, and a record that has gone stale cannot tell anyone where to act next.
The firms getting this right are not adding another dashboard. They are building a workflow: the right relationship signal reaching the right attorney, tied to a relationship strength score, inside the inbox and calendar they already use every day. That is the difference between data that sits and intelligence that moves a client relationship, and a business case, forward.
Join legal marketing, business development, and firm leaders on November 3 to hear how peer firms are building relationship intelligence into daily workflow, not keeping it as a report nobody reads.
Three takeaways from this conversation:
- How to convert scattered relationship data into a defined workflow that puts the right opportunity in front of the right person
- What it takes to get attorney buy-in, so relationship intelligence becomes part of daily work rather than a BD-only initiative
- How marketing and BD leaders can show measurable growth outcomes, not just activity, from workflow-driven relationship intelligence
Who Should Attend
This conversation is built for:
- Legal marketing and business development leaders who need relationship data to produce pipeline, not just activity reports
- Firm leadership and rainmaking partners who want visibility into which client relationships are strong, and which are quietly cooling
- Anyone whose firm's most valuable relationships still live in one person's head, or one dashboard nobody opens
Speakers:
Frank Schneeberger
Senior Account Executive, Litera
Senior Account Executive, Litera
Anamaria Verdeja
Vice President, Postilize
Vice President, Postilize
Nikki Girard Sherrill
Chief Business Development Officer, Parker Hudson
Chief Business Development Officer, Parker Hudson
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
Register Now
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Litera brings the whole practice of law together on one connected platform, with specialist tools available for the complex work that transactional work requires. Your firm can start with the workflow that matters most today, then add more as your needs grow. It all runs where your lawyers already work, in Microsoft Word, Outlook, the web, Google Workspace, and on iOS.
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