How Litera AI Helps Law Firms Grow Inside Microsoft 365

In this article, you’ll discover:

• How Litera AI connects with Microsoft tools to save time.
• Why having client info in Outlook and Teams stops screen switching.
• What top firms say about using GrowthTech to win new deals.

Lawyers are busy. They spend a lot of time reading emails, joining meetings, and checking documents. Switching between different software to find client info can be frustrating. That is why a legal tech company called Litera is making things easier. They recently announced that Foundation 365, their smart client tool, is now ready to use right inside Microsoft 365.

This new setup lets teams see important relationship details inside the tools they already use every day, like Outlook, Teams, and Microsoft 365 Copilot.

What The Experts Say

Litera wants to help law firms win new clients without slowing down their workday. Grant Hewlett, a product leader at Litera, explains the goal. “Winning new business comes down to knowing where to focus and having the right information at the right time,” he said. He added that bringing this data into Microsoft tools helps teams stay ready for a live call or a big meeting.

Microsoft agrees that keeping data easy to reach is key. Karan Nigam from Microsoft shared his thoughts. “Professionals increasingly expect critical business data to be available directly in the flow of work, without the friction of switching between applications or disrupting productivity,” he said.

Lewis Davies, a manager at Womble Bond Dickinson, also loves the update. “Our goal has always been to make the CRM part of how people work, not a separate tool,” Davies explained. He noted that this gives teams the needed flexibility to track deals their own way.

Working Where You Are

Instead of making lawyers learn new software, Foundation 365 runs smoothly in the background. It is built on Microsoft Dynamics 365. Litera calls this approach GrowthTech because it actually helps firms grow instead of just tracking numbers.

Litera also has a special helper named Lito. This smart assistant works in Word, Outlook, and even on iPhones. It gives lawyers quick answers about client deals while they type an email or check their phone. Because of this smooth setup, Litera earned a special Inner Circle award from Microsoft. Only a very tiny group of global partners ever get this prize.

Winning More Deals

To get new clients, law firms need to know who to call and when. Foundation 365 looks at the data and helps predict the best ways to connect. It shows which client bonds are strong and which ones need a little more care.

By answering these questions fast, legal teams look smarter and better prepared. They do not have to hunt for notes right before a big pitch. The data is just there, waiting for them.

Trusted By Top Firms

Litera is not a small startup. They have been helping legal teams for over 30 years. Today, five of the top ten biggest law firms in the world trust their tools. In total, over 4,000 firms use their software to keep things running smoothly.

By putting the right data in the right place, Litera lets lawyers focus on what they do best. They can spend less time managing clunky tools and more time building strong bonds with the people they serve.