Case Study: Baretz+Brunelle stays ahead of client needs with Litera Foundation Proactive

Baretz+Brunelle stays ahead of client needs with Litera’s Foundation Proactive, backed by 20+ years of growth advisory experience

Baretz+Brunelle, a growth advisory firm for the legal industry, needed a more efficient way to monitor issues affecting its sophisticated clients and prospects to ensure its outreach was meaningful and well-timed. The challenge was to move beyond timely outreach to insightful, relevant communication that demonstrated a deep understanding of each client's specific situation. This search for deeper intelligence led them to Litera's Foundation Proactive platform.

Using Litera's Foundation Proactive, Baretz+Brunelle gained the ability to surface targeted signals and outreach opportunities at the right moment. The platform's practice and industry filters enabled the firm to identify relevant business development touchpoints and key developments for existing clients. This solution allowed them to stay ahead of client needs, ensuring no opportunities were missed and that every outreach was substantively relevant, which strengthened client trust and changed how conversations began.

Baretz+Brunelle