#United States #Chicago #LegalTech #Litera #Postilize

Litera's Strategic Investment in Postilize

In an exciting development for the legal technology landscape, Litera, renowned as a leader in legal tech solutions, has announced an important strategic investment in Postilize. This partnership aims to introduce the innovative Foundation Proactive, powered by Postilize, which is set to redefine business development processes within the legal sector.

Litera's vision revolves around leveraging technology to transform the legal workspace, and this investment underscores that commitment. By integrating Postilize's advanced capabilities into Litera One, the firm aims to facilitate a new kind of integrated growth-tech stack that combines relationship intelligence, marketing automation, and AI-driven personalization.

What is Postilize?

Founded in 2023 by Jody Glidden, a seasoned expert in CRM and ERM systems, and former BlackBerry executive James Wang, Postilize is the first AI platform specifically designed to modernize business development in law firms. The platform shifts from traditional reactive CRM systems to a more proactive model, enabling firms to engage with clients based on real-time data and insights.

Postilize's suite of products, including Signals, Messaging, and ERM, empowers legal professionals to detect significant client events early and personalize communications effectively. Unlike conventional tools, Postilize integrates smoothly into everyday workflows via applications such as Outlook and LinkedIn, eliminating manual efforts in data management.

The Launch of Foundation Proactive

The introduction of Foundation Proactive marks a significant advancement in Litera's offerings. By utilizing insights from both Foundation and the data captured through Signals, Litera One now boasts a real Proactive Relationship Management (PRM) feature. This innovative capability allows firms to:

• - Capture high-impact client events as they occur.
• - Identify the strongest relationships within client networks.
• - Craft tailored communication that aligns with each partner's unique voice.

Adam Ryan, Chief Product Officer at Litera, emphasized the monumental shift this technology brings to legal engagements, stating, "This transformative technology enables lawyers to engage clients at precisely the right moment with highly relevant, personalized communications—what we call Proactive Relationship Management."

Setting a New Standard in Legal Tech

The collaboration between Postilize and Litera is poised to set a new benchmark in legal technology. Jody Glidden, Founder and CEO of Postilize, shared the common vision of both companies to empower law firms to unlock greater business opportunities through intelligent integrations. This collaboration promises to deliver immediate recommended actions based on insightful analytics and deepen client relationships.

Mark Levin, Chief Marketing & Business Development Officer at Marshall, Gerstein & Borun LLP, remarked on the innovative edge Postilize brings to their practice, highlighting that the platform surfaces crucial insights allowing for timely outreach to clients.

Upcoming Webinar & Events

To further showcase these advancements in legal technology, the companies are hosting a live webinar on Tuesday, August 26, at 11 AM ET. This session aims to educate participants on unifying legal workflows within Microsoft 365 while reducing tool fatigue. Attendees can look forward to insights into how Litera's GenAI capabilities enhance security, scalability, and performance workflows in the legal sector.

During the upcoming ILTACON 2025, Litera's CEO Avaneesh Marwaha will join discussions about how the company’s tools facilitate revenue growth and improve client outcomes. Participants are encouraged to visit the Litera Experience Lounge for more insights.

Conclusion

Litera's investment in Postilize signifies a transformative step towards modernizing legal technology, ensuring law firms are not just reactive but proactive in their client engagement strategies. As the legal industry faces increasing pressures to innovate, such integrations are crucial for future success. With the launch of Foundation Proactive, legal practitioners are set to navigate their client relationships with unprecedented efficiency and effectiveness.