Litera Foundation 365 Brings AI Relationship Intelligence Into Microsoft 365 Copilot

Litera announced Foundation 365 on June 3, a CRM platform built on Microsoft Dynamics 365 that delivers relationship intelligence and client data directly into Microsoft 365 Copilot, Outlook, and Teams. The platform is trusted by five of the Global Top 10 law firms and more than 4,000 firms worldwide; Litera serves 99% of the Am Law 100. Foundation 365 addresses the core adoption problem in legal CRM: attorneys refuse to maintain separate systems. By embedding relationship data — which contacts are strong, which need attention, who is best positioned to make outreach — into tools lawyers already use, Foundation 365 eliminates context switching and makes BD intelligence ambient. Womble Bond Dickinson's CRM Manager described the goal as making "CRM part of how people work, not a separate tool." For BD directors evaluating CRM strategy, the platform represents the Microsoft-native convergence point that many firms have been waiting for before migrating off legacy InterAction deployments.