Foundation Proactive: Legal AI software
Turn Firm Intelligence into Client Growth
Foundation Proactive, powered by Postilize, is a relationship intelligence product that surfaces hidden growth opportunities for law firms. It monitors business changes, leadership shifts, and market signals, then recommends actions to the right lawyer at the right time, helping firms act on opportunities before they pass.
Product
Foundation Proactive
Use cases
Headquarters
United States
Last updated
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Overview
What Foundation Proactive does
Part of Litera's Grow suite, Foundation Proactive connects relationship, experience, and engagement data. It identifies whitespace in existing accounts and cross-sell opportunities across practice groups. The tool integrates with Microsoft 365, Outlook, and Teams, delivering actionable client insights without context switching. It complements Foundation (experience management) and Foundation 365 (legal CRM), with over 50 integrations creating a single source of truth for business development.
What it does
Foundation Proactive core capabilities
The Full Picture, In One Place
Visibility on any client or matter for coordinated action.
Actionable Intel When It Counts
Client insights in Microsoft 365, Outlook, Teams.
Uncover Hidden Revenue
Identifies whitespace and cross-sell opportunities.
Firm Intelligence You Can Count On
Decisions grounded in relationships, experience, and data.
Technical specifications
- 50+ integrations
- Relationship strength scoring
Who it is for
Who Foundation Proactive is built for
Target audience
- Large Law Firm
- Mid-Sized Law Firm
- In-House Legal Teams
Case studies
No case studies yet
Foundation Proactive doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
Foundation Proactive security at a glance
Security certifications
Named enterprise customers
Pricing details
Foundation Proactive pricing
Product videos & screenshots
See Foundation Proactive in action
Product interface
Foundation Proactive Interface
Comparisons
Popular Foundation Proactive comparisons
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Transparency
Foundation Proactive sources
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