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litera foundation 365
About this tag
Litera Foundation 365 is an AI-powered legal CRM platform that integrates directly into Microsoft 365, including Outlook, Teams, Word, Dynamics 365, and Microsoft 365 Copilot. Released on June 3, 2026, it brings client relationship data, business development prompts, and firm knowledge into the productivity tools lawyers already use, aiming to make relationship management seamless within the Windows and Microsoft ecosystem. The platform is built on Microsoft Dynamics 365 and represents a shift in legal tech toward embedding CRM functionality into existing workflows rather than requiring a separate application. For law firms heavily invested in Microsoft 365, Litera Foundation 365 offers a way to access client intelligence without leaving familiar tools.
Litera released Foundation 365 on June 3, 2026, positioning the AI-powered legal CRM as a Microsoft 365-native client intelligence platform that brings relationship data, business development prompts, and firm knowledge into Outlook, Teams, Word, Dynamics 365, and Microsoft 365 Copilot. The...
Foundation 365, Litera’s AI-powered client relationship platform for law firms, became available within Microsoft 365 on June 3, 2026, extending legal CRM data into Outlook, Teams, and Microsoft 365 Copilot through a product built on Microsoft Dynamics 365. That sentence sounds like a routine...
ai for law firms
ai governance
client relationship management
dynamics 365
dynamics 365 integration
law firm crm
law firm it
law firm technology
legal ai crm
legal crm
literafoundation365
microsoft 365
microsoft 365 copilot
microsoft copilot
relationship intelligence