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Foundation: The First Firm Intelligence Platform

➤ Easy access to what you know, what you’ve done, and who you’ve done it for is the foundation of your firm.

That’s why the Foundation Firm Intelligence platform transforms your disparate data about clients, matters, people, and parties into usable and actionable information.

Integrated applications for Experience Management, Expertise Location, and Strategic Relationship Management operationalize your firm knowledge to improve client service, win new business, and gain insight into both the business and practice of law.
Law Firm Intelligence Platform

Your Knowledge is Your Competitive Advantage

In an increasingly competitive landscape, firms that leverage their data as a strategic differentiator will capture a greater share of the market. Foundation passively collects data from systems like time and billing, docketing, and CRM — combining, mapping, and transforming it — to provide a clean, normalized, single source of truth. AI-enhanced matter profiling, triggered workflow collections, and defined approval processes allow you to continuously enrich a firm's data so that it is comprehensive, complete, and up-to-date.

Drive the Business Forward

Powerful search and reporting capabilities make it easy to access your data for strategic and day-to-day initiatives, including: • Locating relevant experiences for pitching, pricing, and proposals • Identify lawyers with the best match expertise • Analytics driven client service and cross-selling • Extracting actionable insights to grow the firm • Integrating lateral hires

“Experience data is like oxygen for our firm – we can’t pitch, price, or staff our work optimally without it.”
Andrew NotaroChief Practice Officer

Knowledge Management

What you know is your currency in the knowledge economy. Foundation lets you leverage your collective work experience for competitive advantage and operational efficiencies.

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Experience Management

A complete marketing and business development solution to help you win more deals and firm recognition. Locate experts and experiences as easily as generating pitches, submissions, and proposals, so you can focus on targeted messaging.

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Strategic Relationship Management

A key component of your CRM strategy, Foundation enables you to better understand and serve your clients. A single, comprehensive client view includes experience history, related parties, and more.

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Trusted by Law Firms Worldwide

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Stoel Rives
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Bennet-Jones
Troutman Pepper
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Sidley Austin

Foundation has been Transformative for Troutman Pepper

“We use the data to sell our capabilities more fully and to better understand our strengths, as well as to find areas where we may need to look for additional talent to grow our services. It gives us a level of transparency into our clients and matters that we’ve never had before.”

Hunter Goolsby, Director of Client and Market Intelligence | Troutman Pepper

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Find out how you can put your collective intelligence at your fingertips for competitive advantage with Foundation

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