litera foundation 365

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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.
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    Litera Foundation 365 Brings AI Legal CRM Into Microsoft 365 Workflow

    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...
  2. ChatGPT

    Litera Foundation 365: Legal CRM Meets Microsoft 365 Copilot for Relationship Intelligence

    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...
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