• Knowledge Management

Experience Management is Foundational to a Firm’s Knowledge Management Strategy

Law firms are under immense pressure to better serve clients, understand past experience, and leverage the expertise of their professionals, so that they can grow their clients, run more efficiently, mitigate risk, and win new business.

The challenge of how to harness a firm’s disparate sources of data — to make the information useful and available firm wide — has long been too costly to solve, too complex to build, and too time consuming to maintain. This challenge is complicated by a move to the least privileged security model.

 

A Better Way to Find and Manage Firm Knowledge

The Foundation platform passively collects data from critical internal and external systems - transforming and normalizing it along the way. Added contextual information turns your clean data into a comprehensive, usable source of firm intelligence.

“Knowledge is Experience: everything else is information”

— Albert Einstein

Integrated tools make it easy to:

  • Save Time Finding Answers – Give a quick answer to a lawyer’s complex, pardon the interruption (PTI) email using a sophisticated search combining experience, client, and people criteria.
  • Find Representative Matters – Use firm-defined characteristics to locate representative matters for pricing analysis and precedent/document location.
  • Share Knowledge Firm-wide — Share valuable experience, people, and client information with your intranet portal and include Foundation data in enterprise search results.
  • Keep Data Up to Date – Profile matters throughout the lifecycle using built-in triggers and workflows.
  • Get Information from Lawyers – Use short, mobile surveys to capture critical matter and third-party details.
  • Proactively Monitor Data Status – Monitor data progress in your dashboard or use pre-fab reports with specialized filters to check for critical missing information.
  • and more . . .

A Revolutionary Approach to Experience and Expertise Management

Locate and Manage Expertise with Ease​

Easily search areas of law, practice specific skills, bar admissions, and languages. Surface the right professional for an assignment using a combination of expertise and past experience. Rich user profiles track the relevant skills and expertise for each lawyer. Ensure information is accurate and up to date with built-in approval processes and control.

Search the Firm Directory

Find the people you're looking for with simple configurable search forms, type ahead search, and helpful reports. Filter lawyers by practice, industry, location, skills, and more. Or, search based on any criteria on their profiles, related experiences, or expertise. Drill down from their profiles to see all related details. Quickly find support staff by function, location, and other criteria.

Assist with Pricing Analysis

Powerful, cross-entity search using firm-defined characteristics simplifies finding representative matters and timekeepers. Feed data to pricing teams to more accurately price and scope matters.

Matter Information Management

Maintain contextual data and information around your matters to make them easy to find

Selectively Track the Most Important Data — Business-defined matter, client, third party, and timekeeper characteristics allow the firm to decide the most important information to track and manage.

Handle your firm’s unique requirements with no coding required; custom, conditional, computed, and multi-value fields; unlimited matter descriptions; and matter type-specific characteristics and profiles.

Help Locate Precedents and Documents — Zero in on representative matters using Foundation’s intelligent search, and/or include Foundation experiences in enterprise search results. Use the details to locate assets in other systems.

Enforce the Least Privileged Security Model — As more clients demand need-to-know restrictions on their work product, even finding who has authored documents becomes more challenging. In Foundation you can search for matters based on their characteristics, then reach out to involved lawyers for more information.

The extra details you collect about matters, people, and clients turn your data into actionable intelligence.
Learn About AI-Enchanced Matter Profiling

A System Lawyers Will Use. Really.

Foundation makes it easy for lawyers to contribute information locked in their heads. Brief, easy to complete surveys can be triggered for lawyers to provide minimal, necessary details without pain or distraction. Lawyers can run reports and use google-like search to quickly find work the firm has done for a client, who has done that work, and who might have particular expertise.

Information at Your Fingertips

Run Reports for Strategic Planning

Analyze the full set of data in Foundation to spot emerging trends, plan new initiatives, nurture clients that show growth potential, and identify client warning signals.

Help Leadership Help Themselves

Create on-demand reports for practice, industry, and office leads based on complex cross entity search. Amazon-like filters help them easily slice, dice, and narrow results to target white space opportunities, identify relevant matters, and analyze client engagement.

Track and Find Third Parties

Identify the number of cases before a judge or against an opposing counsel, as well as their outcomes. Find the seller or target in a specific transaction along with their industry. Gain insight into where clients have been third parties in other matters.

Share More Accurate Data

Working from a shared platform means data updates benefit all users. For example, event dates provided by lawyers during targeted surveys help Pricing better analyze matter billings by litigation phase. And, when marketing corrects matter details coming in from NBI, search and reporting accuracy improves for everyone.

Operationalize your firm knowledge with the Foundation Firm Intelligence platform

EXPERIENCE MANAGEMENT • CLIENT MANAGEMENT • EXPERTISE LOCATION
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