Relationship intelligence,
instantly accessible.
The world's first AI assistant that combines predicted legal matters, deal intelligence, ERM relationships, and legal experience into a single real-time conversation.
No dashboards to dig through. No manual analysis. Just ask.
Book a demo
Ask Proactive Chat anything about your accounts, contacts, and signals.
Four firm-defining datasets.
One conversation.
No one has ever combined these four signals in a single AI assistant before. Ask one question, and Proactive Chat reasons across all of them at once — in real time.
Predicted legal matters
Upcoming mandates surfaced from Proactive Signals before an RFP exists.
Deal intelligence
M&A, financings, leadership changes, and regulatory shifts across your accounts.
ERM relationships
Every contact, every touchpoint, every relationship score across your firm.
Legal experience
Your prior matters, practice areas, clients worked with, opposing counsel faced, and transaction types — so the answer matches your expertise.
Competitors give you a chatbot on top of a CRM. Proactive Chat is the first assistant that reasons across what's coming, what's happening, who you know, and what you've done — in a single answer.
Where you can use it
Same intelligence, tools, and data across every surface.
In-App Chat
Available directly within the Postilize web and mobile app, featuring real-time responses, file attachments, conversation history, and easy sharing.
MCP Integration
Connect Postilize to MCP-compatible AI clients like Claude Desktop, Cursor, or VS Code, so your relationship data is accessible wherever you work.
Litera Lito
Proactive Chat is coming soon to Litera Lito — so attorneys can query their firm's relationship intelligence from inside the AI workspace they already use every day.
What you can ask
Ask about accounts, meetings, relationships, and signals.
Match signals to my experience
- “Show me signals where I have relevant experience”
- “Which predicted matters match my practice area?”
- “Any deals involving opposing counsel I've faced before?”
Account Health & Activity
- “How are we doing with ABC Corp?”
- “Show recent meetings & activity”
Contacts & Relationships
- “Who do we know at Postilize?”
- “Who should own this relationship?”
Team Coverage & Gaps
- “Where do we have coverage gaps?”
- “Who has the strongest relationships with our top accounts?”
Market Signals
- “Any recent news about our watchlist accounts?”
- “Show leadership changes and acquisitions”
Analysis & Insights
- “Give me a MEDDPICC assessment for Acme Corp”
- “How healthy are our top accounts?”
- “Compare engagement across our top 5 accounts this quarter”
Actions you can take
Proactive Chat doesn't just answer questions — it helps you take action in real time.
Watchlist
Add or remove accounts from your watchlist
Ownership
Assign relationship ownership
Key Clients
Mark key clients
Tagging
Tag contacts (e.g., decision-maker, champion)
Visibility
Manage account visibility on your dashboard
How it works
Proactive Chat connects directly to your live Postilize data — accounts, contacts, interactions, signals, meeting summaries, and relationship scores. It leverages specialized data tools to retrieve and analyze information, then translates it into clear, conversational answers grounded in your actual data.
Powered by Anthropic's Claude models, the assistant dynamically adapts to the complexity of your request — lightweight models for quick lookups, more advanced reasoning for deeper analysis. The result: fast, accurate, and context-rich responses you can trust.
Insight-first
Highlights what matters most, not just raw data.
Context-aware
Understands where you are in the platform and maintains conversational continuity.
Action-oriented
Surfaces risks and opportunities, and helps you respond immediately.
Built for complexity
Handles multi-step questions by combining search, analysis, and comparison seamlessly.
Data & capabilities
Proactive Chat draws from a comprehensive set of capabilities — and every response reflects your firm's real-time data and permissions.
Stop digging. Just ask.
Book a demo and we'll show you exactly how Proactive Chat works with your firm's relationship data.
Book a demo