Litera today (7 August) announced a strategic investment in Postilize and the launch of Foundation Proactive, Powered by Postilize, providing Litera customers with an experience-based relationship management solution drawing on Postilize, Litera Foundation and Peppermint products.
Postilize was founded in Miami in 2023 by CRM and ERM veteran Jody Glidden – former founder of Introhive – and James Wang, a former BlackBerry executive.
Its flagship products—Signals, Messaging, ERM, and Sync—help firms detect client events early; personalise outreach in each partner’s voice; and maintain clean, up-to-date CRM data without manual effort. Unlike some traditional ERM tools, Postilize is embedded in lawyers’ workflows through Outlook, LinkedIn, CRM and mobile integrations.
Signals is an AI tool that scans thousands of data points to surface client events. By leveraging insights uncovered in Foundation and key events captured in Signals, Litera says that it is now delivering true proactive relationship management (PRM) capability. Customers can now use Postilize’s Signals and Messaging in tandem with Foundation Peppermint and Foundation Marketing to identify and act on opportunities include:
- Capture high-impact events pertaining to a client
- Identify the firm’s strongest relationships with that client
- Create customized outbound messages relevant to those relationships and stylized in a particular partner’s tone
It is unusual for Litera to invest in young companies rather than acquire them outright, but Adam Ryan, chief product officer at Litera told Legal IT Insider: “We chose to make a strategic investment because speed and agility are critical in today’s legal tech landscape. We want to quickly support Postilize’s growth trajectory and start collaborating and creating value for clients immediately while maintaining the entrepreneurial momentum that makes Postilize so innovative.”
He added: “Our strategy is to provide the best integrated solutions for our customers, we don’t have a strategy to acquire, nor do we have a strategy just to develop in-house. It’s how best to accelerate the innovation that the market needs most.”
Postilize will continue operating with their existing leadership team and business model. Ryan said: “Our investment is designed to accelerate what they’re already doing exceptionally well. We’re providing capital and strategic support to help them scale faster and reach more clients. This isn’t about changing their direction—it’s about giving them more fuel to get there faster. A key component of this acceleration will be integration with Litera One as well as broader integration with our Foundation Firm Intelligence suite, which will enhance the value we can deliver to clients.”
We’re waiting to hear an update as to what this means with regard to Upper Sigma, Litera’s Salesforce-based CRM that it acquired in 2o23.
Update: Ryan said: “There will be no changes to Upper Sigma – we continue to fully support and develop for our existing Upper Sigma customers. Postilize works with Salesforce (Upper Sigma) and Dynamics (Foundation 365). We are committed to an open martech ecosystem.”