9. Litera Foundation 365 Brings AI Relationship Intelligence into Microsoft 365

Litera announced Foundation 365 on June 3, making its AI-powered CRM platform — built on Microsoft Dynamics 365 — available across Microsoft 365. The product integrates with Microsoft 365 Copilot, Outlook, and Teams so attorneys and business development professionals have relationship data and client intelligence at the point of need. Litera's Lito agent is embedded in Outlook, Word, web, and iOS. For KM, the significance is the convergence of relationship intelligence and knowledge management within the daily workflow environment: client, matter, and attorney data unify into a single platform that already serves 99% of the Am Law 100 and over 15,000 global customers. The positioning — "GrowthTech" that grows and deepens client relationships rather than merely tracking them — reflects the broader market shift toward KM as a commercial capability, not an internal service.

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