Litera has made its Foundation 365 customer relationship management platform available across Microsoft 365. The product is built on Microsoft Dynamics 365.
The move brings Foundation 365 into Microsoft 365 Copilot, Outlook and Teams, putting client and relationship data inside tools many lawyers already use each day. Designed for law firms, the platform aims to help lawyers and business development teams identify the strongest client relationships, spot those that need attention and decide who should make contact.
Foundation 365 is part of Litera's broader push into legal technology that connects business development with lawyers' day-to-day systems. The product can surface relationship intelligence during meeting preparation and live client calls, rather than requiring users to switch to a separate CRM system.
"Winning new business comes down to knowing where to focus and having the right information at the right time," said Grant Hewlett, vice president of product for firm intelligence at Litera. "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. Our work with Microsoft is focused on helping firms move faster, stay coordinated, and grow more intentionally."
The integration also extends Litera's existing presence in Microsoft software. According to Litera, Lito, its legal AI agent, is already embedded in Outlook, Word, the web and Apple iOS.
Microsoft link
For Microsoft, the arrangement adds another sector-specific application to its Dynamics 365 and Copilot ecosystem. Legal work has often relied on separate systems for document drafting, matter management and client relationship tracking, leaving firms to bridge gaps between fee earners and business development teams.
Karan Nigam, head of product marketing for agentic customer experience at Microsoft, described the partnership as part of a broader shift toward making business information available inside the applications employees already use.
"Professionals increasingly expect critical business data to be available directly in the flow of work, without the friction of switching between applications or disrupting productivity," Nigam said. "Through our collaboration with Litera, we're helping legal professionals securely access relationship intelligence and client insights within Microsoft 365. 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."
Litera said Foundation 365 is used by five of the Global Top 10 law firms and by more than 4,000 firms worldwide. That suggests the company already has a sizeable installed base in legal CRM, an area where firms are under pressure to show greater discipline in managing client relationships and identifying cross-selling opportunities.
Law firms have historically struggled to drive CRM adoption because lawyers often regard these systems as administrative tools rather than part of fee-earning work. Embedding client intelligence into email, collaboration and AI assistant software is one way suppliers are trying to increase usage and improve the quality of relationship data.
Law firm use
One customer cited by Litera pointed directly to that adoption challenge. The focus is on fitting relationship management into existing working habits rather than asking lawyers to use another standalone application.
"Our goal has always been to make the CRM part of how people work - not a separate tool," said Lewis Davies, CRM manager at Womble Bond Dickinson. "Foundation 365 gives each team the flexibility to track relationships and opportunities in the way that suits them. It's raised the bar for the firm and made my life as a CRM manager much easier."
Chicago-based Litera sells software for legal drafting, document comparison, contract review, knowledge management and business development. It says it serves more than 15,000 customers globally and 2.3 million daily users, including 99% of the Am Law 100, underlining its scale in a legal software market where suppliers are increasingly tying AI tools to established productivity platforms.