Litera Foundation 365
Litera Foundation 365: A relationship-intelligence CRM for law-firm business development and cross-sell discovery. Ranked #8 of 34 in Legal CRM Software by our editors (8.0/10); pricing: Pricing on request; best for large firms needing business-development intelligence.
At a glance
- Editor score8.0 / 10
- PricingPricing on request
- Best forLarge firms needing business-development intelligence
- Founded1995 · Chicago, Illinois, United States
- Facts checked20 Sep 2026
Where it wins
- Connects client, opportunity, engagement, and relationship views
- Finds whitespace and cross-sell opportunities with relationship scoring
- Integrates with Microsoft 365, Outlook, Teams, and document systems
Where it doesn't
- Pricing requires contacting Litera for a quote or demo
- Web-only access limits platform flexibility
- Emphasizes business development over intake and client operations
Our verdict on Litera Foundation 365
Litera Foundation 365 is a legal CRM for law firms, built on Microsoft technology. It is aimed at lawyers and business-development teams that need a connected view of client relationships, opportunities, engagement, and firm experience. Relationship-strength scoring, unified contact and company data, and lead-pipeline support give firms a structured way to identify potential follow-up and expansion opportunities.
Its strongest fit is business-development intelligence. Foundation 365 can identify whitespace and cross-sell opportunities, recommend next steps, and provide natural-language search across firm experience, matter, and contact data through Lito. The product also connects with Microsoft 365, Outlook, Teams, Power BI, Litera Transact, iManage, NetDocuments, SharePoint, and Google Workspace. That ecosystem is relevant for firms already organizing work and knowledge across Microsoft and document-management platforms.
Pricing follows a contact-sales model, with prospective customers directed to request a quote or demo. Foundation 365 is available through the web, so firms looking for a browser-based CRM can evaluate it alongside their existing systems. Its published feature emphasis is relationship development, opportunity discovery, and recommendations rather than intake workflows or broader client operations. Large firms that want centralized relationship intelligence, cross-sell visibility, and connections to Microsoft and document systems should consider it. Firms primarily seeking intake management or operational client-service tooling should look for a product centered on those workflows instead.
Your product? Our editors can test Litera Foundation 365 in depth and publish a review, labelled as paid · from $149/mo →
Litera Foundation 365 pricing
Litera Foundation 365 fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Intake forms | Not verified |
| Lead pipeline | Yes |
| Referral tracking | Not verified |
| Consultation booking | Not verified |
| Lead capacity | Not verified |
| Mobile app | Not verified |
| Email and SMS | Not verified |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, GDPR |
| Support | Email, Phone, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 50+ integrations: Microsoft 365, Litera Transact, iManage, NetDocuments, SharePoint, Google Workspace … |
| Pricing | Pricing on request |
| Website | litera.com |
| Facts checked | 20 Sep 2026 |
Litera Foundation 365 integrations
Litera Foundation 365 lists 50+ integrations on its own site — the 9 named here are the ones its pages call out.
- Microsoft 365
- Litera Transact
- iManage
- NetDocuments
- SharePoint
- Google Workspace
- Outlook
- Teams
- Power BI
Alternatives to Litera Foundation 365
- InterAction+A relationship-focused legal CRM for firms that prioritize referrals and business development.9.1
- Clio GrowA focused legal intake CRM for firms prioritizing lead conversion.8.8
- LawmaticsA broad legal CRM for firms prioritizing automated intake and conversion.8.7
See all Litera Foundation 365 alternatives →
Litera Foundation 365 vs the competition
- Litera Foundation 365 vs InterAction+
- Litera Foundation 365 vs Clio Grow
- Litera Foundation 365 vs Lawmatics
- Litera Foundation 365 vs Law Ruler
- Litera Foundation 365 vs SurePoint CRM
- Litera Foundation 365 vs Captorra Intake
Compare Litera Foundation 365 with any tool side by side →
Also Ranked In
Litera Foundation 365 is ranked in 2 of our directories.
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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