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Foundation Firm Intelligence
Chicago, IL
What it is
Foundation Firm Intelligence is Litera’s platform for law firm marketing, business development, and client development. It gathers matter, people, client, and party information from internal and external systems, with processes to keep records accurate and current. Users can search and report across matters, clients, timekeepers, and related parties with keywords, suggested criteria, and filters. For pitches, proposals, biographies, and deal sheets, a content assembly tool supplies branded Word and PowerPoint templates. The platform also curates matters for ranking and award submissions, generates submissions from templates, and tracks 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 outcomes, with exports to Excel, PowerPoint, or Word. Lito offers natural-language search across experience, matters, and contacts, with cited answers, at no additional charge for Foundation customers. Pricing is on request; the platform is available on the web.
For and against
For
- Searches matters, clients, timekeepers, and related parties.
- Builds proposals from branded Word and PowerPoint templates.
- Manages biography versions with approval workflows.
- Tracks pitch and proposal outcomes with exportable reports.
- Lito search is included at no additional charge.
Against
- Pricing is available on request.
- The listed platform is web only.
The verdict
Foundation combines firm intelligence, proposal workflows, biography management, and client analysis for law firms. Its Lito search and website CMS integration add capabilities for finding and maintaining firm content.
Who it suits
Foundation suits law firm marketing and business development teams, leadership, and partners who use firm experience and client information for proposals, client development, and strategic planning.
On the record
- 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 · read 5 Oct 2026
- Analytics
- The product offers white space reports, client health analytics, comparative analysis, and reports tracking pitch and proposal outcomes.litera.com · read 4 Oct 2026
- Audience
- Litera describes Foundation as an experience-management product for law firms and their marketing and business-development teams.litera.com · read 5 Oct 2026
- Biographies
- Foundation supports multiple biography versions, length requirements, and approval workflows that let lawyers manage their biographies.litera.com · read 5 Oct 2026
- Client insights
- White-space reports, client-health analytics, and comparative analysis help identify cross-selling opportunities.litera.com · read 5 Oct 2026
- Configuration
- A visual configuration builder lets firms define fields and form layouts by firm and matter type without programming or vendor involvement.litera.com · read 5 Oct 2026
- Data integrations
- Litera describes Foundation integration services for connecting finance, new business intake, HR, CRM, website, and data warehouse systems.litera.com · read 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 · read 4 Oct 2026
- Integrations
- Litera lists Microsoft 365, Litera Transact, iManage, NetDocuments, SharePoint, and Google Workspace among the places its team works.litera.com · read 5 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 · read 4 Oct 2026
- Proposals
- Foundation provides content assembly and branded Word and PowerPoint templates for pitches, proposals, biography lists, and deal sheets.litera.com · read 5 Oct 2026
- Purpose
- Foundation centralizes matter, people, client, and party data for law-firm marketing and business development.litera.com · read 5 Oct 2026
- Reporting
- Online reports can track pitch and proposal outcomes, and results can be exported to Excel, PowerPoint, or Word.litera.com · read 5 Oct 2026
- Search
- Users can search across matters, clients, timekeepers, and related parties using keywords, suggested criteria, and filters.litera.com · read 5 Oct 2026
- 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.litera.com · read 5 Oct 2026
- Submissions
- Users can curate matters, generate ranking and award submissions from templates, and track results.litera.com · read 5 Oct 2026
- Support
- Litera's support announcements direct customers to the Trust Center for security updates.support.litera.com · read 5 Oct 2026
- Support and training
- Litera provides customer access to technical support, product documentation, adoption resources, training, and implementation services.litera.com · read 4 Oct 2026
