Foundation 365, the AI-powered CRM platform developed by Litera for the legal sector, has become widely accessible within the Microsoft 365 suite. This integration includes platforms such as Outlook, Teams, and Microsoft 365 Copilot, broadening the scope and utility for legal professionals seeking streamlined client management tools. As stated by Litera, this move aims to offer a more cohesive experience for users who rely on Microsoft’s suite for their daily operations. For further details on the product, visit Litera’s official page.
Foundation 365, constructed on Microsoft Dynamics 365, was previously recognized as Peppermint Client Engagement. Its evolution into Foundation 365 was the result of Litera’s acquisition of Peppermint Technology, a U.K. enterprise known for its modular, legal-specific applications built on Microsoft technology. The acquisition underscores Litera’s ambition to enhance its suite of solutions tailored for legal practices, providing firms a robust platform to manage client engagements and business development initiatives more efficiently. Read more about the acquisition here.
Grant Hewlett, vice president of product for firm intelligence at Litera, emphasizes the advantages of embedding Foundation 365 into Microsoft 365 Copilot, highlighting the focus on delivering pertinent and accurate client data to legal professionals. Whether preparing for meetings or engaging in live client interactions, the integration ensures attorneys and business development teams have access to vital relationship data. This feature aligns with Litera’s strategy to position Foundation 365 within the “GrowthTech” category, which emphasizes enhancing client relationships rather than merely tracking them.
Echoing Litera’s existing legal AI agent, Lito, Foundation 365 extends its functionalities within key platforms such as Outlook, Word, and more. Notably, five of the Global Top 10 Law Firms and over 4,000 firms globally are reported to engage with Foundation 365, signaling its impact on the industry. The platform’s inclusion in Microsoft’s AI Business Solutions Inner Circle Award for 2025-2026 marks its stature within less than 1% of Microsoft’s global partners.
For further details on the launch and Litera’s future directives with Foundation 365, follow this link.