Foundation 365, Litera’s AI-Powered CRM Platform for Law Firms, Is Now Available within Microsoft 365

Foundation 365, Litera’s AI-powered CRM platform for law firms, is now available across Microsoft 365, including Outlook, Teams and Microsoft 365 Copilot, the company said today.

Built on Microsoft Dynamics 365, Foundation 365 was formerly known as Peppermint Client Engagement. The product came to Litera through its acquistion last year of Peppermint Technology, the U.K. developer of a suite of modular, legal-specific applications built on Microsoft technology.

Litera says that Foundation 365 is central to what it calls “GrowthTech,” a category it describes as outpacing traditional business development tools by helping firms deepen client relationships rather than simply tracking them.

“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.”

The platform aims to help firms identify which client relationships are strong, which need attention, and who within a firm is best positioned to make a given contact. It extends Litera’s existing legal AI agent, Lito, which the company has embedded in Outlook, Word, the web, and Apple iOS.

Litera says five of the Global Top 10 Law Firms and more than 4,000 firms worldwide use Foundation 365. The company is a recipient of the 2025–2026 Microsoft AI Business Solutions Inner Circle Award, which Microsoft awards to fewer than 1% of its global partner network.

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