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SPECIFICTION
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Foundation Firm Intelligence

litera.com

Web
Visit litera.com
Spec score 7.2 #13 of 23 in Legal Knowledge Management Software

What it is

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.

Spec sheet

Purpose
Foundation centralizes matter, people, client, and party data for law-firm marketing and business development.Read 5 Oct 2026 · litera.com
Audience
Litera describes Foundation as an experience-management product for law firms and their marketing and business-development teams.Read 5 Oct 2026 · litera.com
Integrations
Litera lists Microsoft 365, Litera Transact, iManage, NetDocuments, SharePoint, and Google Workspace among the places its team works.Read 5 Oct 2026 · litera.com
Security
Litera's platform page describes common authentication, SSO, a policy engine, advanced threat detection, continuous scanning, and ISO 27001 and SOC 2 Type II certifications.Read 5 Oct 2026 · litera.com
Support
Litera's support announcements direct customers to the Trust Center for security updates.Read 5 Oct 2026 · support.litera.com
Headquarters
Chicago, ILRead 28 Sep 2026 · litera.com
Founded
1995Read 28 Sep 2026 · litera.com
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.Read 5 Oct 2026 · litera.com
Analytics
The product offers white space reports, client health analytics, comparative analysis, and reports tracking pitch and proposal outcomes.Read 4 Oct 2026 · litera.com
Biographies
Foundation supports multiple biography versions, length requirements, and approval workflows that let lawyers manage their biographies.Read 5 Oct 2026 · litera.com
Client insights
White-space reports, client-health analytics, and comparative analysis help identify cross-selling opportunities.Read 5 Oct 2026 · litera.com
Configuration
A visual configuration builder lets firms define fields and form layouts by firm and matter type without programming or vendor involvement.Read 5 Oct 2026 · litera.com
Data integrations
Litera describes Foundation integration services for connecting finance, new business intake, HR, CRM, website, and data warehouse systems.Read 4 Oct 2026 · litera.com
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.Read 4 Oct 2026 · litera.com
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.Read 4 Oct 2026 · litera.com
Proposals
Foundation provides content assembly and branded Word and PowerPoint templates for pitches, proposals, biography lists, and deal sheets.Read 5 Oct 2026 · litera.com
Reporting
Online reports can track pitch and proposal outcomes, and results can be exported to Excel, PowerPoint, or Word.Read 5 Oct 2026 · litera.com
Search
Users can search across matters, clients, timekeepers, and related parties using keywords, suggested criteria, and filters.Read 5 Oct 2026 · litera.com
Submissions
Users can curate matters, generate ranking and award submissions from templates, and track results.Read 5 Oct 2026 · litera.com
Support and training
Litera provides customer access to technical support, product documentation, adoption resources, training, and implementation services.Read 4 Oct 2026 · litera.com
Website integration
A bidirectional website CMS integration can sync Foundation narratives and approved CMS content, while biographies can be managed in either system.Read 5 Oct 2026 · litera.com

Strong points and limits

Strong points

  • 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.

Limits

  • Pricing is available on request.
  • Platform is listed for web only.

Who it suits

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.

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.

Where Specifiction places it

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