Key Points
- Litera has made its Foundation 365 customer relationship management platform available across Microsoft 365, integrating it directly into Microsoft 365 Copilot
- The product is built on Microsoft Dynamics 365 and brings client and relationship data into Outlook, Teams, and Copilot tools lawyers use daily
- Law firms can now access client relationship data inside Microsoft 365 Copilot, aimed at boosting CRM use and cross-selling opportunities
- Foundation 365 delivers AI relationship intelligence so attorneys and business development professionals have relevant, accurate information during meetings or client calls
- The development builds on Litera’s acquisition of UK-based Peppermint Technology in February 2025, with the combined product now rebranded as Foundation 365
- Litera calls this “GrowthTech” – technology that outpaces traditional business development tools, helping firms grow and deepen client relationships, not just track them
- Foundation 365 enables lawyers to anticipate and deepen client relationships by understanding and predicting the best ways to connect across Microsoft 365
- The integration brings actionable intelligence into daily lawyer tools, enabling them to identify and act on opportunities more efficiently
Litera, the legal AI platform provider that best unifies the practice and business of law, has announced that Foundation 365, its AI-powered CRM platform for law firms, is now available across Microsoft 365, bringing client and relationship data directly into Microsoft 365 Copilot, Outlook, and Teams so attorneys and business development professionals have the most relevant, accurate information at their fingertips whether preparing for a meeting or on a live client call.
Built on Microsoft Dynamics 365 and featuring Copilot integration, Foundation 365 brings actionable intelligence into the tools lawyers use every day, enabling them to identify and act on opportunities more efficiently while delivering the ability to understand and predict the best ways to connect with clients.
This move brings Foundation 365 into Microsoft 365 Copilot, Outlook and Teams, putting client and relationship data inside tools many lawyers already use each day, aimed at boosting CRM use and cross-selling for law firms.
What Exactly Is Foundation 365 and How Does It Work?
Foundation 365 is Litera’s AI-powered customer relationship management platform specifically designed for law firms. As reported by the Channel Life news team covering the announcement, the product is built on Microsoft Dynamics 365, providing a robust technical foundation for legal CRM operations.
The platform delivers AI relationship intelligence that integrates seamlessly with Microsoft 365 Copilot, Outlook, and Teams. According to the official Business Wire press release, this integration allows lawyers to anticipate and deepen client relationships through actionable intelligence. The system brings client and relationship data directly into Microsoft 365 Copilot, ensuring attorneys have relevant information whether they’re preparing for meetings or conducting live client calls.
Why Does This Integration Matter for Law Firms Today?
The integration addresses a critical challenge in legal business development: getting lawyers to actually use CRM systems. As reported by Channel Life, law firms can now access client relationship data inside Microsoft 365 Copilot, a move aimed at boosting CRM use and cross-selling opportunities.
Litera describes Foundation 365 as central to what they call “GrowthTech” – technology that outpaces traditional business development tools. As shared in Litera’s official LinkedIn post, this approach helps firms grow and deepen client relationships, not just track them. The platform enables lawyers to identify and act on opportunities more efficiently by bringing actionable intelligence into daily workflow tools.
Foundation 365 delivers the ability to understand and predict the best ways to connect with clients across Microsoft 365 Copilot, Outlook, and Teams, according to the Business Wire announcement. This predictive capability represents a significant advancement over traditional CRM systems that merely record past interactions.
How Does This Build on Litera’s Previous Acquisitions?
This development builds on Litera’s acquisition of UK-based Peppermint Technology in February 2025, with the combined product now rebranded as Foundation 365. As reported by Legal IT News in their coverage of the announcement, this represents the culmination of Litera’s strategy to integrate best-in-class legal CRM technology.
The acquisition of Peppermint Technology, a recognised player in the legal CRM space, provided Litera with established technology and expertise that has now been enhanced with Microsoft AI capabilities. The rebranding to Foundation 365 signals the platform’s new position as a comprehensive solution built natively on Microsoft Dynamics 365.
What Specific Tools Will Lawyers Use Daily with Foundation 365?
Foundation 365 brings client and relationship data directly into three primary Microsoft 365 tools that lawyers use daily: Microsoft 365 Copilot, Outlook, and Teams. As reported by Channel Life, this puts client and relationship data inside tools many lawyers already use each day.
In Outlook, lawyers can access client relationship intelligence while managing emails and scheduling meetings. In Teams, the platform enables collaboration on client matters with immediate access to relationship data. The Microsoft 365 Copilot integration provides AI-powered assistance for business development tasks, allowing attorneys to generate insights about client relationships on demand.
According to the official Business Wire release, Foundation 365 delivers AI relationship intelligence integrated with Microsoft 365 Copilot, Outlook, and Teams so lawyers can anticipate and deepen client relationships.
Who Is Saying What About This Launch and Their Statements?
Litera’s leadership has provided several key statements about the launch. As reported by Channel Life, a Litera representative stated that “Foundation 365 brings client and relationship data directly into Microsoft 365 Copilot so attorneys and business development professionals have the most relevant, accurate information at their fingertips, whether they’re preparing for a meeting or on a live client call”.
The same representative continued, explaining that “Built on Microsoft Dynamics 365 and Copilot integration, Foundation 365 brings actionable intelligence into the tools lawyers use every day, enabling them to identify and act on opportunities more efficiently”.
In Litera’s official LinkedIn announcement, the company stated they are “thrilled to share that Litera, a legal AI platform provider that best unifies the practice and business of law, announced that Foundation 365, its AI-powered CRM platform for law firms, is now available across Microsoft 365”.
The Business Wire press release confirmed that “Foundation 365 delivers the ability to understand and predict the best ways to connect with clients across Microsoft 365 Copilot, Outlook, and Teams”.
Legal IT News reported that Litera announced today (Wednesday 3rd June) that Foundation 365 is now available across Microsoft 365, bringing relationship and client intelligence directly into Microsoft Copilot, Outlook and Teams.
When Did This Announcement Occur and What Is the Timeline?
Litera announced Foundation 365’s availability across Microsoft 365 on Wednesday, 3rd June 2026. As reported by Legal IT News, the announcement was made on this date with immediate availability for law firms.
The Channel Life news story was published on 5 June 2026, providing detailed coverage of the announcement two days after the initial release. Litera’s LinkedIn post sharing the announcement was dated 2 June 2026, suggesting internal preparation began before the official press release.
The Business Wire press release was published on 2 June 2026, confirming the official announcement date. This timeline indicates Litera coordinated multiple communication channels to ensure broad coverage of the launch.
Where Can Law Firms Access Foundation 365 and How Do They Get Started?
Foundation 365 is now available across Microsoft 365, meaning law firms with Microsoft 365 subscriptions can access the platform through their existing Microsoft environment. As shared in Litera’s LinkedIn post, the platform brings AI-powered client intelligence into the tools lawyers already use every day.
The platform is built natively on Microsoft Dynamics 365, as confirmed in Litera’s Facebook announcement, which stated that “Foundation 365, Litera’s popular CRM built natively on Microsoft Dynamics 365, now delivers AI relationship intelligence inside Outlook”. This native integration means law firms don’t need separate infrastructure or complex implementation processes.
For firms interested in implementation, Litera’s website indicates they are developing Microsoft Copilot integration to streamline workflows for lawyers, increasing efficiency and accuracy. The company is evolving its technology to integrate with Copilot for Microsoft 365, leveraging over a decade of experience with AI legal technology to ensure smooth integration.
How Does This Compare to Traditional Legal CRM Systems?
Foundation 365 represents a significant departure from traditional legal CRM systems through its AI-powered capabilities and native Microsoft integration. As reported by Channel Life, the move brings Foundation 365 into Microsoft 365 Copilot, Outlook and Teams, putting client data inside tools lawyers already use daily – a key advantage over standalone CRM systems that require separate logins and interfaces.
Litera positions Foundation 365 as “GrowthTech” that outpaces traditional business development tools. According to their LinkedIn announcement, this technology helps firms grow and deepen client relationships, not just track them – distinguishing it from conventional CRM systems that primarily record historical data.
The platform’s ability to understand and predict the best ways to connect with clients, as confirmed by Business Wire, represents a fundamental advancement over traditional CRM systems that cannot predict future engagement strategies.
What Impact Will This Have on Legal Business Development Practices?
The integration is expected to significantly transform legal business development by making CRM usage seamless and intelligent. As reported by Channel Life, the move aims at boosting CRM use and cross-selling among law firms by eliminating the friction of separate CRM systems.
Foundation 365 enables attorneys and business development professionals to have the most relevant, accurate information at their fingertips during client interactions, according to Litera’s statement. This real-time access to relationship intelligence should improve the quality of client engagements and increase successful cross-selling opportunities.
The platform’s predictive capabilities will allow law firms to anticipate client needs and relationship opportunities before they arise. As confirmed by Business Wire, Foundation 365 delivers the ability to understand and predict the best ways to connect with clients, fundamentally changing how law firms approach business development from reactive to proactive.
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What Does Litera’s Partnership with Microsoft Mean for the Future?
Litera’s collaboration with Microsoft represents a strategic partnership that extends beyond this single integration. As reported on Litera’s official website, the company is working with Microsoft to develop a Microsoft Copilot integration to streamline workflows for lawyers, increasing efficiency and accuracy.
Litera is evolving its technology to integrate with Copilot for Microsoft 365, leveraging over a decade of experience with AI legal technology to ensure smooth integration. This indicates a long-term strategic relationship rather than a one-time product integration.
The partnership positions law firms to benefit from ongoing Microsoft AI innovations while maintaining the legal-specific functionality that Foundation 365 provides. As the legal industry increasingly adopts AI technologies, this Microsoft integration provides a secure, enterprise-grade foundation for legal CRM operations.
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The announcement of Foundation 365’s availability across Microsoft 365 marks a significant milestone in legal technology, bringing AI-powered client intelligence directly into the daily workflow tools that lawyers already use. This integration represents Litera’s commitment to unifying the practice and business of law through innovative technology that helps law firms grow and deepen client relationships.