Litera brings Foundation 365 to Microsoft 365 Copilot - ChannelLife UK

Law firm CRM adoption has always been the problem nobody wants to admit out loud.

Litera just integrated their Foundation 365 CRM directly into Microsoft 365 Copilot. Practically, that means attorneys and staff can pull up client relationship data without leaving the tools they're already in — Outlook, Teams, Word. No tab-switching, no separate login, no "go check the CRM" nagging.

The stated goal is higher CRM adoption and better cross-selling. Which tells you everything about where most firms actually are — they built or bought a CRM, and the team mostly ignores it.

If you're running ops or marketing at a mid-market firm, you already know this feeling. The data exists somewhere. But getting people to log it, find it, and actually use it at the right moment has been a losing battle. Embedding the data where work already happens is a smarter angle than another training push or another reminder email.

The catch worth watching: you still need the underlying data to be clean and structured in a way that makes these AI-assisted prompts useful. A Copilot integration surfacing incomplete, inconsistent relationship data is just a faster way to see the mess.

Past CRM projects promised adoption would follow if the software was good enough. It rarely did — because friction, not features, was always the real enemy.

#CRM #LegalOps #MicrosoftCopilot #SalesOperations #ClientRelationships

Original Source

Law firms can now access client relationship data inside Microsoft 365 Copilot, a move aimed at boosting CRM use and cross-selling.