Inside Client Intelligence

BD, Marketing & CX

7. Litera puts AI-powered client intelligence inside Microsoft 365

Litera announced that Foundation 365, its AI-powered CRM platform for law firms, is now available across Microsoft 365, including Copilot, Outlook and Teams.

BY CLIENT INTELLIGENCE DESK · JUNE 9, 2026 · 1 MIN READ

Litera announced that Foundation 365, its AI-powered CRM platform for law firms, is now available across Microsoft 365, including Copilot, Outlook and Teams. Built on Microsoft Dynamics 365, the product helps firms identify which relationships are strong, which need attention and who is best placed to make contact. For BD and client teams, the strategic move is from CRM as a record-keeping system to client intelligence in the flow of lawyer work.


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