Litera Invests in Postilize to Power Foundation Proactive and Accelerate Client Growth

Litera, a global leader in legal technology solutions, announced a strategic investment in Postilize to accelerate innovation in business development with the launch of Foundation Proactive, Powered by Postilize. This partnership delivers a next-generation, integrated "growth-tech" stack within Litera One that transforms Legal Work by placing the right data in the right place at the right time — combining relationship intelligence, marketing automation, and AI-powered personalization.

Postilize, founded in 2023, is the first AI platform purpose-built to modernize legal business development. It shifts from reactive CRM systems to proactive, data-driven client engagement. The platform gives law firms the power to act on business signals as they emerge, with flagship products — Signals, Messaging, ERM, and Sync — that help firms detect client events early, personalize outreach in each partner's authentic voice, and maintain clean, up-to-date CRM data without manual effort.

What is Foundation Proactive?

Foundation Proactive combines the structured relationship and experience data in Foundation and Peppermint with Postilize's AI-powered Signals and Messaging modules. This gives firms the ability to act on high-impact client events the moment they emerge, and deliver personalized, well-timed outreach without hunting for data or building lists manually.

What the leaders say

"This transformative technology enables lawyers to engage clients at precisely the right moment with highly relevant, personalized communications." — Adam Ryan, Chief Product Officer at Litera

"Together, Postilize and Litera are setting a new standard for legal technology — one that delivers immediate recommended actions." — Postilize

"Postilize surfaces insights and gives us direction for outreach." — Mark Levin, Chief Marketing & Business Development Officer at Marshall, Gerstein & Borun LLP

How it works together

The integrated solution allows customers to use Postilize's Signals and Messaging alongside Foundation Peppermint and Foundation Marketing to identify and capitalize on growth opportunities by:

• Capturing high-impact client events as they emerge
• Identifying the firm's strongest relationships for each opportunity
• Creating customized outbound messages in each partner's authentic voice
• Maintaining clean, accurate CRM data without manual effort