Litera Foundation 365: AI-Powered CRM Now Live at Five of the Global Top 10 Law Firms

Litera Foundation 365 — the CRM platform formerly known as Peppermint Client Engagement, built on Microsoft Dynamics 365 and available across Outlook, Teams, and Microsoft 365 Copilot — confirmed this week that it is now deployed at five of the Global Top 10 Law Firms and more than 4,000 firms worldwide. Foundation 365 surfaces client and relationship intelligence inside the tools lawyers already use: before a client meeting, the system delivers relationship context, recent matter activity, and relevant firm experience without requiring lawyers to navigate a standalone CRM. Litera describes the product as central to "GrowthTech" — a category it argues outpaces traditional business development tools by helping firms deepen relationships rather than simply tracking them. The Lito legal AI agent is embedded across Outlook, Word, the web, and Apple iOS, extending CRM-grounded context into document drafting and email. For BD directors evaluating CRM strategy, the Microsoft 365 integration is the operational point: BD data that lives where attorneys already work has measurably higher attorney adoption than platforms that require context-switching to a separate CRM interface. The Foundation 365 deployment footprint at the top of the market signals that the platform category — AI-augmented CRM embedded in M365 — is consolidating.