Litera brings Foundation 365 to Microsoft 365 Copilot

Litera has made its Foundation 365 customer relationship management platform available across Microsoft 365, specifically integrating it into Microsoft 365 Copilot, Outlook, and Teams. Built on Microsoft Dynamics 365, the product aims to help law firms and business development teams identify strong client relationships and spot those needing attention without requiring users to switch to a separate CRM system. The integration surfaces relationship intelligence during meeting preparation and live client calls, allowing attorneys to access relevant information directly within their workflow. "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." This move extends Litera's existing presence in Microsoft software, following the embedding of its legal AI agent, Lito, in Outlook, Word, the web, and Apple iOS. Microsoft's Karan Nigam described the partnership as part of a broader shift toward making business information available inside the applications employees already use. "Professionals increasingly expect critical business data to be available directly in the flow of work," Nigam said. "Through our collaboration with Litera, we're helping legal professionals securely access relationship intelligence and client insights within Microsoft 365." Foundation 365 is used by five of the Global Top 10 law firms and more than 4,000 firms worldwide. One customer, Lewis Davies, CRM manager at Womble Bond Dickinson, noted that the goal has been to make CRM part of how people work rather than a separate tool. Litera serves over 15,000 customers globally and 2.3 million daily users, including 99% of the Am Law 100.

(Source：It Brief Australia)