Litera, renowned globally for its prowess in legal technology, has taken a decisive step forward by investing strategically in Postilize. This move aims to propel innovation in business development, heralded by the introduction of Foundation Proactive, powered by Postilize. By integrating relationship intelligence with AI-powered personalisation, the partnership promises to revolutionise legal tech, delivering pivotal data through Litera One at crucial moments.

Postilize, a forward-thinking AI platform, came onto the scene in 2023, spearheaded by CRM and ERM specialist Jody Glidden and former BlackBerry executive James Wang. Breaking away from traditional CRM systems, Postilize focuses on proactive, data-driven client interactions. Its flagship offerings—Signals, Messaging, ERM, and Sync—enable law firms to anticipate client needs swiftly, ensuring personalised communication with minimal manual intervention.

The essential difference with Postilize lies in its capability to seamlessly integrate into a lawyer’s existing workflows, enhancing efficiency with tools embedded in Outlook, LinkedIn, CRM, and mobile applications.

Through Foundation and Signals, Litera One introduces an unprecedented Proactive Relationship Management (PRM) capability. Utilising Signals and Messaging alongside Foundation Peppermint and Marketing, firms can now proactively identify and act on growth opportunities by:

• Recognising high-impact client events.
• Pinpointing the firm’s most substantial client relationships.
• Crafting bespoke outward messages that align with partner-specific communication tones.

“This transformative technology enables lawyers to engage clients at precisely the right moment with highly relevant, personalised communications—what we call Proactive Relationship Management," said Adam Ryan, Chief Product Officer at Litera. "By leveraging our integrated Litera One platform, firms can identify and capitalise on new business opportunities that would otherwise remain hidden.”

“Effective business development often means empowering partners to recognise evolving client needs as they are happening. Those insights not only help clients and our firm, but they also deepen relationships," said Mark Levin, Chief Marketing & Business Development Officer at Marshall, Gerstein & Borun LLP. "Postilize is often the better angel for us. Everyone wants to know what is happening in their network, and Postilize surfaces insights and gives us direction for outreach.”