Foundation Firm Intelligence
- 1Runs onWeb
- 2CostsNot stated by the maker
- 3Precedent libraryYes
- 4Legal knowledge searchYes
- 5Content reuse workflowsYes
- 6Citation linkingYes
- 7AI assistanceYes
Overview
Foundation Firm Intelligence gives law firms tools for marketing, business development, and client development. It combines matter, client, people, and related-party information from internal and external systems, with processes intended to keep records current and accurate. Users can search and report across matters, clients, timekeepers, and 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 prepare ranking and award submissions from selected matters and templates, then track outcomes. It manages multiple lawyer biography versions with approval workflows and can exchange narratives and approved content with a firm’s website CMS. Reports cover client health, whitespace, comparative analysis, and pitch and proposal results, with exports to Excel, PowerPoint, or Word. Lito provides natural-language search across Foundation experience, matters, and contacts with cited answers at no additional charge for Foundation customers. The web platform also offers configurable fields and form layouts without programming or vendor involvement. Pricing is available on request.
Who it is for
It is intended for law firm marketing and business development teams, leadership, and partners using firm information for client development or planning. It may suit firms that need structured proposal, biography, submission, and reporting workflows.
What is good
- Search spans matters, clients, timekeepers, and parties.
- Branded Word and PowerPoint templates support proposals.
- Biography workflows include lawyer approvals.
- Lito search provides cited answers at no additional charge.
- Configuration builder requires no programming.
What to know first
- Pricing is available on request.
- Platform is listed for web only.
Verdict
Foundation brings firm experience data into proposal, biography, submission, and client-analysis workflows. Its price is not published, so firms must request details before evaluating cost.
Compared on legal knowledge management software
- Precedent library
- Yeslitera.com
- Legal knowledge search
- Yeslitera.com
- Content reuse workflows
- Yeslitera.com
- Citation linking
- Yeslitera.com
- AI assistance
- Yeslitera.com
Facts
- Purpose
- Foundation provides law firms with tools for marketing and business development to compete more effectively and expand existing client relationships.litera.com · 4 Oct 2026
- Firm data
- The platform brings together matter, people, client, and party data from internal and external systems, with processes to keep it complete, accurate, and up to date.litera.com · 4 Oct 2026
- Search
- Users can search and report across matters, clients, timekeepers, and related parties, including with keyword search, suggested criteria, and filters.litera.com · 4 Oct 2026
- Proposal generation
- Foundation provides a shopping cart style tool for assembling proposal content and branded Word and PowerPoint templates for pitches, proposals, biography lists, and deal sheets.litera.com · 4 Oct 2026
- Submissions
- The platform can curate matters, generate ranking and award submissions from preformatted templates, and track results.litera.com · 4 Oct 2026
- Biographies
- Foundation centrally manages multiple biography versions and includes approval workflows so lawyers can manage their own biographies while maintaining firm consistency.litera.com · 4 Oct 2026
- Analytics
- The product offers white space reports, client health analytics, comparative analysis, and reports tracking pitch and proposal outcomes.litera.com · 4 Oct 2026
- Integrations
- The product supports bidirectional integration with a firm's website CMS and is described as integrating with business critical systems.litera.com · 4 Oct 2026
- Data integrations
- Litera describes Foundation integration services for connecting finance, new business intake, HR, CRM, website, and data warehouse systems.litera.com · 4 Oct 2026
- Configuration
- A visual configuration builder lets users define firm and matter type specific fields and form layouts without programming or vendor involvement.litera.com · 4 Oct 2026
- Security
- Litera's security addendum states that customer data in its cloud environment is encrypted at rest using AES 256 and that independent third parties conduct penetration tests at least annually on selected software.litera.com · 4 Oct 2026
- Support and training
- Litera provides customer access to technical support, product documentation, adoption resources, training, and implementation services.litera.com · 4 Oct 2026
- Audience
- Litera describes Foundation as serving law firms, including marketing, business development, leadership, and partners who use firm intelligence for client development and strategic planning.litera.com · 4 Oct 2026
- Proposals
- Foundation provides content assembly and branded Word and PowerPoint templates for pitches, proposals, biography lists, and deal sheets.litera.com · 5 Oct 2026
- Client insights
- White-space reports, client-health analytics, and comparative analysis help identify cross-selling opportunities.litera.com · 5 Oct 2026
- Website integration
- A bidirectional website CMS integration can sync Foundation narratives and approved CMS content, while biographies can be managed in either system.litera.com · 5 Oct 2026
- Reporting
- Online reports can track pitch and proposal outcomes, and results can be exported to Excel, PowerPoint, or Word.litera.com · 5 Oct 2026
- AI search
- Lito provides natural-language search across Foundation experience, matters, and contacts, with cited answers, and is included for Foundation customers at no additional charge.litera.com · 5 Oct 2026
- Support
- Litera's support announcements direct customers to the Trust Center for security updates.support.litera.com · 5 Oct 2026
Company
- Founded
- 1995litera.com · 28 Sept 2026
- Headquarters
- Chicago, ILlitera.com · 28 Sept 2026
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Sources
- litera.com/solutions/experience-management· checked 4 Oct 2026
- litera.com/services-documentation· checked 4 Oct 2026
- litera.com/security-addendum-2023· checked 4 Oct 2026
- litera.com/support· checked 4 Oct 2026
- litera.com/capabilities/prove· checked 5 Oct 2026
- support.litera.com/announcements· checked 5 Oct 2026