Jackson Lewis Client Intelligence Centralization Case Study

This case study details how Jackson Lewis, a labor and employment law firm, centralized its industry intelligence to enhance client insights. The firm faced challenges due to siloed data and inconsistent classifications, which limited growth and hindered business development. To address these issues, Jackson Lewis implemented Litera’s Foundation as its client intelligence platform, integrating it with S&P Global data to improve access to industry and corporate demographic information. The project involved a dedicated team that normalized data and established workflows to ensure effective integration. As a result, 80% of clients are now industry-coded, providing the firm with improved visibility into client trends. The integration has not only strengthened the Foundation platform but has also enhanced other firm systems, moving Jackson Lewis closer to a unified source of truth. This transformation has positioned Foundation as a critical tool for business development, allowing for more strategic targeting and deeper client engagement.