Foundation Proactive, powered by Postilize, is an AI-driven relationship management solution that helps law firms Raise The Bar™ by empowering lawyers to connect with clients at the right moment. It detects client events, personalizes outreach, and keeps CRM data clean and accurate — ensuring every interaction adds value.
What is Foundation Proactive Relationship Management?
Act on Opportunities Early
Foundation Proactive alerts your firm to high-impact client events, such as leadership changes, financings, or layoffs, as they happen, so you can respond first and stay ahead of competitors.
Strengthen Relationships
Foundation Proactive identifies your firm’s strongest client connections and generates personalized messages in each partner’s authentic tone of voice, ensuring every outreach is relevant, resonant, and builds trust.
Keep CRM Data Clean
Our AI analyzes your CRM and communication history to keep your data up-to-date and accurate—so your outreach starts with accuracy, not errors.