Foundation Firm Intelligence Overview
Description
Win more business and enable your lawyers to exceed client expectations. The Foundation platform centralizes your firm’s data and provides you with quick and easy access to complete profiles of your clients, matters, and lawyers. Overview: Foundation allows firms to: Tailor responses in minutes: Identify the exact experiences/credentials needed to tailor responses and win business, in minutes. Search and report powerfully: Run powerful searches and reports across fully connected client, matter, and lawyer data. Access past responses and content: Quickly access a full library of your past responses and boilerplate/standard content. Solve problems quickly: Easily find the information you need to solve problems faced by your clients, lawyers, and internal teams. Create diverse pitch teams: Have full insight into the profiles of your lawyers and teams. Partner with the market-leader: Partner with a market-leading vendor who has proven success with customers like you.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Firm Analytics, KPIs and Reporting Tools
Legal Business Intelligence
Advanced Analytics
Insights & Recommendations
Power BI integration
Alteryx integration
Integrated Legal KPI Dashboard
Client KPIs
Matter KPIs
Financials
Productivty KPIs
Productivity Target Tracking
Matter Tracker
Trust
Accounts Receivable
Dashboards
Custom Reports
Show more
Write a Review
Join our community to share your insights with the community and earn rewards for your expertise!