NewsAugust 9, 2025
Litera Invests in Postilize to Power Foundation Proactive and Accelerate Client Growth
Strategic investment from Litera accelerates Postilize's mission to bring proactive relationship management to the world's leading law firms.
Proactive™ — by Postilize
By the time the RFP lands,
you're already behind.
Proactive Signals predicts client legal needs before they surface — putting your firm in front of the conversation weeks before competitors know it exists.
Proactive SignalsProactive ERMProactive Cleanse
Trusted by leading law firms
Holland & Knight
White & Case
Levenfeld Pearlstein
4–6 weeks
Earlier to the client conversation than the RFP
Based on aggregate deployment data across Postilize customers
AmLaw 100
Trusted by leading AmLaw 100 firms, including Holland & Knight and White & Case
AmLaw 100 ranking by The American Lawyer
The Proactive suite
Find
business.
F
Proactive Signals
Proactive Signals surfaces business opportunities before they ever become an RFP.
The proactive difference
Everything that used to be manual
is now automatic.
Law firms used to rely on memory, instinct, and manual effort to stay ahead of client relationships. The Proactive suite changes that.
REACTIVE
↓
Reactive
- ✕Wait for the client to send an RFP
- ✕Find out a relationship cooled when it's too late
- ✕Manually track who you last spoke to
- ✕Spend hours cleaning CRM data before every event
- ✕Hope your lawyers remember to follow up
Proactive
- ✓Know about the need before the RFP is written
- ✓Get alerted at the first sign — and fix it
- ✓AI monitors every relationship, automatically
- ✓Data stays current on its own — always ready
- ✓Everyone gets a daily list of who to call and what to say
See it in practice
Yesterday
A client's legal need turns into an RFP — and you find out when it lands in your inbox, alongside three competitors.
Proactive
Proactive Signals detects the trigger event weeks earlier. You reach out first, shape the conversation, and the engagement is yours before anyone else knew to bid.
Yesterday
A partner hasn't spoken to a key client in four months. No one noticed. The client moves a matter to another firm.
Proactive
Proactive ERM flags the relationship cooling at week six. The partner gets a suggested reason to reach out — and sends it in two clicks.
Yesterday
Your BD team spends a week cleaning the client list before the annual event. Half the contacts are outdated anyway.
Proactive
Proactive Cleanse keeps every contact current automatically. The list is accurate before anyone asks.
Yesterday
Lawyers update the CRM when they remember — which means it's always months behind and nobody trusts it.
Proactive
Proactive Cleanse syncs contact data from email, calendar, and LinkedIn continuously. No manual entry. No outdated records.
The Proactive suite
Signals leads.
ERM and Cleanse complete the picture.
Proactive SignalsCategory-defining
Win business before the RFP exists.
In the old world, you waited for clients to call with projects — or found out about them when an RFP landed in your inbox. Proactive Signals predicts legal needs before they happen so your firm can reach out first and win business competitors never knew was available.
- Scans thousands of signals — leadership changes, financings, regulatory shifts, M&A activity
- Surfaces the right clients to call today, with context on why
- Get in front of clients before the RFP — not after
- Track which signals convert to matters and fees
Proactive ERM
Never let a relationship go cold.
Proactive ERM watches your entire book of business and tells you exactly who to call, what to say, and when — before a relationship weakens. No more guessing which clients need attention. No more scrambling when a competitor moves in.
- 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
Your CRM updates itself.
Clean data is the foundation of everything proactive. Proactive Cleanse automatically keeps your contacts and client records accurate and current — so your lawyers spend their time on relationships, not on CRM housekeeping.
- 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
- Dramatically reduces manual data entry across your firm
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 →Proactive works for your whole firm
Value across every role.
01 — Attorneys & Partners
Your most important clients deserve your attention. Proactive makes sure they get it.
Most partners carry relationships with hundreds of clients and contacts. Keeping track of who needs a call, who has news worth reacting to, and who hasn't heard from you in too long — that used to require a great memory or a dedicated assistant. Proactive ERM handles it automatically, delivering a daily list of who to reach out to today, why, and a draft message ready to send.
- Wake up each morning knowing exactly who to contact and what to say
- Never miss a client signal — leadership change, deal announcement, regulatory shift
- Proactive Signals alerts you to new legal needs before clients issue an RFP
- Spend your time on relationships, not on researching what to say
What people are saying
The best in the business love 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
News & insights
From the blog
InsightsSeptember 23, 2025
Rainmakers in Law Are Changing – Or Are They?
The best business developers have always known that relationships win. What's changing is the technology they use to manage them.
InsightsJune 2, 2025
AI Is Accelerating the Demise of the Billable Hour — Here's Why That's Good for Law Firms
As AI takes over more routine legal work, firms that invest in relationship capital now will be the ones that thrive in the new model.
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