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.