Foundation Firm Intelligence is a web platform for law firm marketing, business development, and client development. It brings together matter, client, people, and party data from internal and external systems, with processes intended to keep records complete and current. Users can search and report across matters, clients, timekeepers, and related parties using keywords, suggested criteria, and filters. A content-assembly tool feeds branded Word and PowerPoint templates for pitches, proposals, biography lists, and deal sheets. Foundation can curate matters for ranking and award submissions, generate submissions from templates, and track results. It manages multiple biography versions with approval workflows and can exchange narratives and approved content with a firm’s website CMS. Reports cover whitespace, client health, comparative analysis, and pitch and proposal outcomes, with exports to Excel, PowerPoint, or Word. Lito adds natural-language search across Foundation experience, matters, and contacts, with cited answers at no additional charge for Foundation customers. Pricing is on request.
Who it is for
Foundation suits law firm marketing and business development teams, as well as leaders and partners using firm intelligence for client development and planning. It is relevant to firms that need proposal workflows, client analysis, and integrations with business systems.
What is good
- Searches matters, clients, timekeepers, and related parties
- Assembles branded pitch and proposal documents
- Manages biography versions with approval workflows
- Reports on client health and pitch outcomes
- Lito search includes cited answers
What to know first
- Pricing is available on request
- Available on web
- Designed for law firms
Verdict
Foundation combines firm data search with proposal, biography, submission, and client-analysis workflows. Firms considering it should assess its fit with their existing systems and their need for a law-firm-focused platform.
Get started with Foundation Firm Intelligence
- Visit the Foundation experience management website.
- Use the product through its web platform.
- Request pricing from Litera.
Questions about Foundation Firm Intelligence
What does Foundation Firm Intelligence do?
It helps law firms manage firm data and support marketing, business development, proposals, submissions, biographies, and client planning.
What platforms does Foundation support?
The listed platform is web.
How much does Foundation cost?
Pricing is on request.
Does Foundation integrate with other systems?
It supports bidirectional integration with a firm's website CMS and integration services for finance, new business intake, HR, CRM, website, and data warehouse systems.
Does it include AI search?
Lito provides natural-language search across Foundation experience, matters, and contacts, with cited answers. It is included for Foundation customers at no additional charge.
What support is available?
Litera provides access to technical support, product documentation, adoption resources, training, and implementation services.
Compared on legal knowledge management software
- Precedent library
- Yes
- Legal knowledge search
- Yes
- Content reuse workflows
- Yes
- Citation linking
- Yes
- AI assistance
- Yes
