In today’s competitive legal world, firm-client connections are everything. Litera is transforming those bonds through innovations in AI-powered CRM, integrated knowledge platforms, and dynamic proposal tools—bringing firms closer than ever to their clients.
What’s Driving Litera’s Relationship Revolution?
1. Smarter Relationship Capture with Client Sense
Litera has partnered with Client Sense to bolster its suite—Upper Sigma, Foundation, and Concep—with advanced relationship mapping. This allows law firms to effortlessly track external contacts, their roles, interactions, and organizational ties—unlocking hidden value in existing relationships.
2. Proactive Client Engagement via Foundation Proactive
Through its strategic investment in Postilize, Litera is launching Foundation Proactive, a powerful component of its CRM platform. It detects client events early and crafts personalized outreach in a lawyer’s authentic voice—integrated into daily tools like Outlook, LinkedIn, and mobile devices—for seamless, timely engagement.
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3. Unified Insights with Foundation and GenAI Tools
Litera’s growing platform ties together rich internal data—from contact networks to case experience—into an experience-first model. With enhancements like Foundation Dragon and AI-powered search (via Litera One and tools like Lattice), lawyers gain instant context on client matters, speeding response times and elevating service.
4. Streamlined Pitching via QorusDocs Integration
By integrating with QorusDocs, Litera enables firms to pull client intelligence directly into pitches, proposals, and RFP responses—right within Microsoft Office. The approach supports on-brand, accurate presentation of a firm’s work and wins, at scale and speed.
5. Real-World Results: Efficiency and Clarity
At Bracewell LLP, Litera’s Foundation centralized pitch, proposal, and deal data into a single, searchable platform, replacing clunky spreadsheets and manual tracking. The result? Faster reporting, better visibility, and streamlined lawyer contribution—all essential for strong relationship management.
Why It Matters for Law Firms
- Client trust, amplified: Lawyers can respond with precision and personalization.
- Operational efficiency: Drill down to critical relationship and matter data immediately.
- Strategic advantage: In a saturated market, tailored, data-driven outreach becomes a key differentiator.
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