NewsAugust 9, 2025
Litera Invests in Postilize to Power Foundation Proactive and Accelerate Client Growth
Litera's investment brings the Proactive suite to law firms globally through Litera One.
Navigating AI-driven compression
When matters get smaller,use AI to generate more.
AI is reducing the hours inside legal work. Raising rates can only cover that for so long. Postilize helps firms find more client needs earlier, expand the relationships they already have, and make partner follow-up actually happen.
app.postilize.com / signals
LiveIncoming signals
Filtered for M&A, Regulatory, IP
1D1W1M
Meridian CapitalM&A filing
$2.1B acquisition announced — regulatory review likely
91score
Calder BiotechSeries D closed
$340M round led by Sequoia — IP portfolio expansion
88score
Northbridge EnergyRegulatory shift
FERC ruling impacts pipeline operations in 3 states
86score
Signals / week
1,024
▲ fresh today
Matched clients
41
+3 this hour
Pipeline velocity
Signals → engagements, last 24w
▲ 18.4%
Coverage map
What managing partners are navigating right now
Matters are shrinking
Fewer hours
AI is compressing the work inside matters, even while client expectations keep rising.
Rates are not enough
More pushback
Raising rates buys time, but clients are already questioning the tradeoff.
Firms need more origination
More matters
The durable move is to find more client needs, expand relationships, and act earlier than competitors.
The platform for more matters
Every platform is automating legal work.
Postilize is built to create it.
Proactive SignalsCategory-defining
Find more matters before they become RFPs.
When matter sizes shrink, firms need a larger, earlier pipeline of client needs. Proactive Signals detects those needs before they become formal RFPs, so your firm can reach out while the work is still being shaped.
- Scans thousands of signals — leadership changes, financings, regulatory shifts, M&A activity
- Surfaces the right clients to call today, with context on why
- Create matter opportunities before clients turn the need into a competitive process
- Track which signals convert to matters and fees
Proactive ERM
Expand the clients you already have.
The fastest path to more matters is often inside existing relationships. Proactive ERM watches your book of business and tells partners who to call, what changed, and where the firm has room to grow the relationship.
- AI monitors relationship strength across your entire firm
- Auto-generates conversation starters based on what's happening in your client's world
- Flags at-risk relationships before it's too late
- Tracks coverage so every client has the right partner paying attention
Proactive Cleanse
Make your growth data trustworthy.
Firms cannot scale origination on stale contacts and broken company records. Proactive Cleanse keeps the relationship data current, so every signal, outreach list, and partner prompt is built on information the firm can trust.
- Detects outdated contacts, job changes, and missing information automatically
- Syncs with your existing CRM — no rip-and-replace
- Ensures mailer and event lists are always accurate
- Cuts manual data entry to near zero across your firm
The growth equation
Find
business.
F
Proactive Signals
Proactive Signals finds client needs early enough for your firm to shape the matter.
From rate pressure to deeper client relationships
The firms with the most pricing power
have the deepest client relationships.
As AI compresses the hours inside legal work, firms need a repeatable way to find more matters, expand existing clients, and make partner follow-up happen.
REACTIVE
↓
Reactive
- ✕Protect revenue by raising rates
- ✕Hope partners notice client needs early
- ✕Leave expansion to memory and habit
- ✕Clean CRM data after campaigns stall
- ✕React after a competitor gets in first
Proactive
- ✓Grow revenue by originating more matters
- ✓Surface client needs before they become RFPs
- ✓Give partners specific reasons to call
- ✓Keep data ready for every growth motion
- ✓Reach clients while the need is still forming
See the shift
Yesterday
A matter gets smaller, the firm raises rates to protect revenue, and the client starts questioning the bill.
Proactive
Postilize helps find more client needs earlier, before the work is scoped or sent to bid.
Yesterday
A client has three new business issues that could become matters, but no partner has a timely reason to call.
Proactive
Proactive ERM turns market and relationship signals into specific partner follow-ups, with the context to make the call useful.
Yesterday
Cross-sell sounds good in a strategy meeting, but the firm cannot see who knows whom or which clients are under-covered.
Proactive
Postilize shows the relationship path into each client and where the firm has room to expand the account.
Yesterday
CRM data is stale, so every growth initiative starts with cleanup instead of outreach.
Proactive
Proactive Cleanse keeps the data current, so signals, lists, and partner prompts can turn into action immediately.
Proactive Cleanse
Many firms start here.
If your CRM data isn't ready for ERM or Signals, Cleanse gets it there. Clean contacts, accurate records, and no manual work — in weeks, not quarters. Then turn on the rest of the platform.
Talk to us about starting with Cleanse →Built for the way law firms grow
More matters, across every role.
01 — Attorneys & Partners
Turn client awareness into more matters.
Partners know relationships matter, but they do not have time to monitor every client, executive move, company trigger, and follow-up window. Postilize gives each partner a clear reason to reach out, who to contact, and what changed, so client development becomes part of the workday instead of a separate research project.
- Wake up each morning knowing exactly who to contact and what to say
- Never miss a client signal — leadership change, deal announcement, regulatory shift
- See new legal needs before clients issue an RFP
- Spend your time on relationships, not on researching what to say
What people are saying
What practitioners say about Postilize.
“This is the tool that we leverage to secure those critical new prospect meetings.”
M
Michael Yee
Cybersecurity
“It would save rainmakers a ton of time and give them a lot of their life back.”
J
Jessica Rubin
Legal
“The lack of personalization is a big hindrance for us, and Postilize solves that problem beautifully.”
C
Cameron White
Professional Services
“There are a ton of use cases for this, especially in keeping relationships warm and relevant.”
P
Patrick O'Connor
Legal
“It's really unbelievable what this has unleashed.”
D
Dana Ursulescu
Accounting
“I think this is the future of outreach — relevant, timely, and deeply personalized.”
K
Kirk Scott
Professional Services
“When I saw it, I thought: if I'm a Rainmaker, this is the information I really want to know.”
K
Kristen Baylis
Legal
“This creates a significant advantage in deepening relationships and starting new ones.”
J
Jeffrey Merk
Legal
“Postilize streamlines prospecting and automates tasks, letting teams focus on building relationships and turning leads into clients.”
C
Carolyn Manning
Consulting
“Excited about this product — every time we meet with you, it's inspiring.”
R
Rob Pestrin
Legal
Trusted by leading law firms
and more
News & insights
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