Foundation Announces Client Management (CRM) Solution

Foundation Software Group Adds Client Management - Key Component of a Firm’s Client Relationship Management (CRM) Strategy​

Single Comprehensive View Enables Client and Practice Teams to See Full Picture of Client​

Chicago, IL — April 4, 2019 — Foundation Software Group, the leader in law firm experience management solutions, announced today its Client Management application, leveraging the related experience, expertise, and relationship information stored in its Firm Intelligence platform to drive client growth. A key component of a firm’s CRM strategy, Foundation provides a full picture of a firm’s relationship with their clients, including related matters and associated lawyers. Key client analytics provide actionable insights and relationship indicators to assess health and inform client strategy.

Foundation enables firms to see a consolidated view of clients, whether that’s intelligently rolling up analytics and experiences from multiple client instances in a firm’s billing system to a single Foundation client group, or supporting complex portfolio companies to see all related company relationships, matter history, and opportunities for a given client across their portfolio of companies.

Firms need to look at their client relationship management (CRM) strategy holistically to determine the best overall solution for managing information about clients and prospective clients. A successful strategy should be based on what they’re trying to accomplish, what software they’re already using, and what new technology could be added to help them to achieve their goals and better serve their clients.

Chris Fritsch, JD, Founder and CRM Success Consultant at CLIENTSFirst Consulting.

A complement to generic CRM tools, Foundation adds rich client work history, lawyer relationships, firm-defined analytic fields, and external business data to contact and pipeline data passively collected from a firm’s favorite CRM, ERM, and pipeline management solutions. The result is a full picture of a firm’s clients across practice groups, industries, and geographies.

We take a broad view of CRM at Orrick, looking at it as a process best supported through multiple perspectives and technologies. By using Foundation Client Management as the top layer in our CRM technology stack, we can get a full 360° view of a client’s relationship with our firm, enabling us to improve client service and identify potential

Catherine Zinn, Chief Client Officer at Orrick, Herrington & Sutcliffe, LLP.

Foundation Client Management is available now as part of Foundation’s Firm Intelligence platform. The easily configurable firm-wide platform also includes Experience Management and Expertise Location, making it the only product on the market to provide a complete business development solution.

About Foundation Software Group​

Foundation Software Group enables large law firms to transform their disparate data about clients, matters, people, and parties into usable and actionable information. Its Firm Intelligence platform includes integrated applications for Experience, Expertise, and Client Management — leveraging firm knowledge to win new business, improve client service, and gain insight into both the business and practice of law. Foundation is led by an accomplished team of professionals with deep experience in successful law firm application development.