Latest news with #LiteraOne


Techday NZ
4 days ago
- Business
- Techday NZ
Litera invests in Postilize to boost AI-driven legal business tools
Litera has announced a strategic investment in Postilize to enhance the delivery of data-driven, AI-powered business development solutions for legal teams. The partnership has resulted in the introduction of Foundation Proactive, Powered by Postilize, which integrates Postilize's AI platform with Litera's Foundation and Peppermint products to offer proactive relationship management within the Litera One platform. This approach is intended to shift the legal sector from traditional, reactive business development tools to proactive management, leveraging relationship intelligence, marketing automation and AI-driven personalisation. Postilize, established in 2023 by Jody Glidden, previously Founder of Introhive, and James Wang, a former BlackBerry executive, is designed to modernise legal business development. The platform is purpose-built to move legal professionals away from conventional client relationship management (CRM) systems towards more responsive, data-informed client engagement. Postilize provides law firms with tools to act on early business signals, maintain up-to-date client data without manual processes, and embed key features directly within lawyers' workflows through Outlook, LinkedIn, CRM, and mobile integrations. Foundation Proactive aims to allow law firms to capture significant client-related events, identify their strongest existing connections, and create outbound messages aligned with specific partner communication styles. According to the companies, this gives firms the means to identify and capitalise on growth opportunities that might previously have gone unnoticed. Proactive relationship management "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." Echoing the significance of the partnership, Jody Glidden, Founder and Chief Executive Officer at Postilize, said, "Together, Postilize and Litera are setting a new standard for legal technology - one that delivers immediate recommended actions and personalisation at the center of every client interaction. Our shared vision is to help firms unlock greater business opportunities and deliver exceptional value through smart, seamless integration." Postilize's core offerings, including Signals, Messaging, ERM, and Sync, are designed to help law firms identify shifts in client requirements, draft tailored outreach in each partner's authentic style, and keep CRM records accurate and current with minimal manual intervention. Industry reception The investment and partnership have drawn attention from legal sector professionals seeking more effective business development approaches. Mark Levin, Chief Marketing & Business Development Officer at Marshall, Gerstein & Borun LLP, commented on the value of the platform's proactive capabilities: "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. 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." Litera states that by integrating the insights derived from Foundation and the events identified through Postilize's Signals, law firms can deliver a true proactive relationship management (PRM) experience. Combining Signals and Messaging with Foundation Peppermint and Foundation Marketing, legal teams are enabled to act on actionable business intelligence as it becomes available. The new partnership is intended to address the needs of legal professionals for tools that help reduce administrative burden, unify workflow platforms, and maintain data integrity while providing actionable insights to drive business growth. According to Litera, the combined offering of Foundation Proactive, Powered by Postilize, focuses on addressing evolving demands for seamless workflow integration and more targeted client engagement across the legal industry.


Techday NZ
4 days ago
- Business
- Techday NZ
Litera enhances Foundation Platform with AI tools for law firms
Litera has introduced a suite of enhancements to its Foundation Platform, aiming to provide law firms with an integrated set of tools for managing firm intelligence and supporting business growth. The Foundation Platform now offers an expanded range of features, including experience management, deal and case insights, customer relationship management, enterprise relationship management, e-marketing, matter scoping and pricing, and financial analytics for clients, matters and attorneys. The latest update brings together data from Litera's CRM system and insights from its experience management platform to provide law firms with a broad-based overview of operations. According to the company, Litera One enables access to this intelligence within the Microsoft suite, allowing legal professionals to use these insights without leaving familiar tools such as Outlook and Word. This approach aims to streamline access to critical data and integrate it within daily workflows. Feature integration "With the latest wave of innovations across our Foundation Platform and the introduction of Lito, Litera is once again redefining what's possible for legal technology," said Avaneesh Marwaha, CEO of Litera. "By empowering legal professionals with unified, AI-driven tools seamlessly embedded in their daily workflows, we're not only accelerating productivity but also setting a new standard for firm intelligence. These enhancements - launched on the eve of ILTACON - are creating real industry buzz and building unstoppable momentum as firms look to embrace the future of legal work," Marwaha said. Previously, information on firm experience was often stored in separate systems, limiting access for partners and lawyers. The new integration within Outlook is designed to address this, allowing legal professionals to obtain answers to queries such as "what is our experience with this type of matter?" in seconds, rather than the hours it previously required. Lito's capabilities Litera has also introduced Lito, an AI-powered legal agent embedded within Litera One. Lito provides firm experience search in natural language, accessible via both Litera One Outlook and Litera One Web. Users' search histories are synchronized across these interfaces. As part of Litera One for Outlook, Lito can proactively respond to experience-related queries. For example, it can process a client's email requesting information on the firm's M&A experience with gaming assets and promptly provide relevant matters and personnel directly within Outlook. This capability is intended to streamline the process of leveraging firm experience for business development and client service. Enhancements to Foundation 365 The platform also features new integrations and updates for Foundation 365, including the syncing of client and matter records between CRM and experience management systems. Additional updates include AI-powered market insights delivered within Litera One for Word, language translation of matter descriptions, and the automatic embedding of matter task and time data into the Foundation Matter interface. Further, enhancements support the extraction of key experience data from litigation documents and offer support for custom deal points alongside pre-set options. The user interface of Foundation Marketing, Foundation Finance, and Foundation Scoping has also been updated with a more modern design. Availability and future plans The integration between Foundation and Foundation 365 for syncing client and matter data is set to be generally available in the fourth quarter of 2025. With these updates, Litera aims to provide a platform that allows legal professionals to access and action firm intelligence directly within their everyday workspace, potentially expediting the process of business growth, client engagement, and service delivery.


Techday NZ
7 days ago
- Business
- Techday NZ
Litera enhances AI platform with new features & deeper CRM links
Litera has announced the addition of four new features and a range of enhancements to Litera One, its AI-powered platform integrated with Microsoft 365 for the legal sector. The latest set of updates brings together the cloud version of Litera Create-Content, Foundation Insights, and a newly launched workflow called Precedent, which is currently in beta, for use within Litera One for Word. These additions are intended to enable law firms and in-house legal teams to turn organisational knowledge into accessible and actionable content during drafting, facilitating greater confidence and consistency for lawyers. According to Litera, the new workflows harness context-aware artificial intelligence to help legal professionals discover improved precedent language and relevant deal point insights. This aims to strengthen document quality and support negotiations using data-driven information. The platform's enhanced document comparison, proofing, and catch-up functions are designed to provide a faster and more accurate drafting process, incorporated within standard lawyer workflows. Productivity and integration Recent enhancements now allow lawyers to access matter, client, and contact insights directly from their inbox, transforming Outlook into a productivity hub tailored to legal professionals. Deep integrations between Litera Foundation and Peppermint CRM have been introduced to enhance responsiveness and client service, minimising the need to switch between applications. The Clean workflow, previously known as Metadact, is now available in the cloud and directly accessible from the most recent version of Outlook. This offers one-click cleaning of metadata from attachments to protect sensitive information, and is now supported on Mac computers as well as other devices. "Lawyers will no longer have the frustration of waiting or searching for hours and days for critical answers to questions relating to their clients, matters, or other insights," said Adam Ryan, Chief Product Officer at Litera. "With Litera One now delivering Foundation and Peppermint data at their fingertips, lawyers have the information they need in seconds to better serve their clients. Furthermore, with competition for new client business more intense than ever, the fastest partner to reply with the most relevant information can mean the difference between winning and losing business." Other recent updates to the Draft Platform include the "Clean Up Formatting" function in Litera One Word, enhanced multi-document analysis, and forthcoming support for NetDocuments integration scheduled to arrive this August. There is also now French Canadian language support in the Create Desktop Application. Adoption and workflow efficiencies Since its initial launch, Litera One has seen increased uptake across the legal sector. More than 2,500 law firms and in-house teams are now using the platform to make drafting, knowledge management, and client service processes more efficient, with the assistance of secure, legal-industry specific generative AI capabilities. Litera reports that with law firms typically using over 340 applications daily, implementation of Litera One has led to reduced workflow fragmentation, consolidating multiple disparate tasks into a unified experience and saving users between two and ten hours a week. AI-powered legal assistant Litera has also introduced Lito, an artificial intelligence legal agent integrated into Litera One that acts as a virtual team member. Lito is intended to work in tandem with Litera's Draft solutions as part of a complete workflow and leverages Agentic AI to convert insights into immediate actions within Outlook and on the web. The role of Lito is to interpret the requirements of lawyers, coordinate the use of relevant tools, and complete tasks such as drafting, reviewing, and responding, without requiring extensive user input or switching between different programs. This approach aims to increase efficiency and streamline legal work processes for teams. The availability of Clean (Metadact) and Deal Point Insights (Foundation Insights) workflows within Litera One has now been extended to all users. Additional features, such as Litera Create-Content for Knowledge Management, AI-based language search and markup suggestions, and Foundation and Peppermint CRM integration, are scheduled to be incorporated in the coming weeks.


Techday NZ
30-07-2025
- Business
- Techday NZ
Litera unveils generative AI tools to transform Kira platform
Litera has introduced a suite of generative AI-powered services now available directly within Kira, its due diligence and contract review platform for legal professionals. The enhanced functionality forms part of all Kira subscriptions, requiring no separate setup and eliminating the need for users to provide an Azure OpenAI key. The new features build on Kira's existing predictive AI and traditional search technologies and are powered by Litera AI+. Functionality update With the addition of generative AI, Kira users can analyse documents across various languages and jurisdictions, aiming to increase speed, accuracy, and compliance. The AI capabilities are designed to streamline case workflows, highlight potential risks and emerging trends, and decrease the time spent on document review processes. Adam Ryan, Chief Product Officer at Litera, said: "The re-engineering of Kira with GenAI represents a transformative leap forward for legal teams everywhere - accelerating contract analysis across languages and jurisdictions. By empowering our users with instant, smarter contract analysis and seamless compliance tools, we are redefining what's possible in legal technology and ensuring our clients are always ahead of the curve." New tools The updated Kira platform includes several developments. Generative smart fields allow for the creation of custom fields in any language using a prompt, which does not require coding or training cycles. This capability is intended to enable quicker insights across more document types, going beyond Kira's existing 1,400 built-in smart fields. Kira users will also have access to a grid-based workflow, which features a new tabular layout for contract and document reviews. The layout provides an immediate overview of risks and trends by displaying extracted language and answers, and it enables interaction with documents via chat. Legal teams can also create smart fields within this interface. These features are available for preview and user feedback among cloud customers in the form of the new Analysis Chart. Additional enhancements include concept search, which uses predictive AI based on large language model technology to enable identification of legal concepts across project documents from a single example. Project-level generative AI governance offers compliance options, allowing legal teams to enable or disable Litera AI+ features specific to client or project needs. Expanded ecosystem Litera has also recently introduced Lito, an AI legal agent integrated into its Litera One portfolio. Lito is designed to work in conjunction with Kira, adapting to different case requirements, user groups, and document complexities. Together, these tools intend to provide support for collaboration, analysis, and document summarisation for legal teams. Kira's Rapid Clause Analysis functionality identifies and organises clauses across documents, supporting efficiency and consistency, while Kira Smart Summaries allow teams to generate client memo-ready summaries from organised clauses using Litera AI+. A newly designed search architecture is also included, which produces results more quickly - even in larger matters with tens of thousands of documents - and powers the latest generative AI functions in Kira's revised interface. Market context Kira has been recognised in the industry for its contract review functionality, including Tier 1 ranking in Legaltech Hub's 2025 Contract Review Competitive Analysis for the second consecutive year. The platform caters to sectors such as mergers and acquisitions, private equity, real estate, and finance. According to Litera, the updates are aligned with helping legal teams meet client expectations and requirements through accelerated document analysis and risk assessment, while offering informed decision support across a variety of legal document types.


Techday NZ
24-07-2025
- Business
- Techday NZ
Litera unveils Lito AI agent to transform legal workflows
Litera has announced the launch of Lito, an artificial intelligence-powered legal agent built into Litera One, designed to assist legal professionals in streamlining workflows and accessing firm resources efficiently. Lito offers a set of AI legal skills and is integrated into legal professionals' existing tools through a single interface. According to the company, the agent will enable lawyers to perform thousands of tasks, quickly locate relevant information, and deliver answers for clients, with performance improving over time as the AI learns from usage. AI functionality Lito functions as a virtual team member, supporting a wide range of legal and business operations. It draws on both Litera's previous technology developments and a new agentic architecture. The agent is designed to interpret user intent, aligning its capabilities to deliver outcomes based on access to structured data provided by the firm. "We built Lito to give our customers a massive edge, giving every lawyer a virtual 'team' behind them who can execute thousands of workflows, find the right information and deliver answers immediately for their clients," said Litera CEO Avaneesh Marwaha. "Combining the unique scope, data, and intelligence built over the span of 30 years into Litera's technology with the Lito agentic engine on top, we have solved a major challenge 86% of lawyers complain about: their disparate and complex tools, and inability to sort through tremendous amounts of data and answer questions needed to quickly win over their clients." Lito is designed to automate complex tasks and generate immediate insights using Foundation and Foundation 365. The agent connects only to permissioned, structured firm data, with controls in place to maintain data governance and privacy standards. Litera states that Lito's infrastructure is based on enterprise security principles to ensure confidentiality and compliance for legal professionals. Integrated features Lito's features are accessible through Outlook and web interfaces, and include several core tools for document analysis and legal workflow management. The chat function offers a gateway to the Litera skill ecosystem and can analyse documents in real time. The 'Analyse in Grid' feature allows users to submit multiple prompts across multiple documents at once, supporting side-by-side comparison and validation of extracted data. A comparison tool enables users to detect changes between documents in various formats, including Word, PDF, Excel and PowerPoint. The tool supports comparison between individual documents, multiple documents, or large sets, and can provide AI-driven summaries, risk analysis, and recommendations for rewriting clauses. Lito also offers a natural language search experience, leveraging the Foundation data backbone to provide instant access to client, matter, lawyer, and third-party profiles stored by the firm. This is intended to help users retrieve relevant precedent matters and data points efficiently, supporting decision making without leaving their workflow. Further, Lito includes tools for contract review with built-in definition lookups, and various AI legal skills tailored to key legal processes. These include running form checks on regulated documents, generating interim and post-closing timelines, and compiling open item lists. Availability and approach The company has stated that Lito will be available for general release in October, with early access provided to select users from late August. Lito is part of a series of updates and enhancements under the company's product roadmap for legal technology and AI solution development. Litera's aim is for Lito to help address the workflow complexity and information management challenges encountered by lawyers. The integration with Litera One and focus on security and data permissions are positioned to support compliance requirements in legal practice. Key product features, ongoing announcements and further details about Lito's functionality will be provided by the company in the coming months as part of its product strategy.