--- title: Foundation 365 Reviews meta_title: 'Foundation 365 Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Foundation 365 works for a business like yours. date_modified: '2026-02-03' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # Foundation 365 Reviews **Vendor:** Litera **Category:** [Other Legal Software](https://www.g2.com/categories/other-legal) ## About Foundation 365 CRM for law firms powered by Microsoft (formerly Peppermint Client Engagement) Foundation 365 CRM and ERM are cloud-based solutions that help law firms assess and leverage the strength of their relationships with clients and partners, identify new opportunities, and mitigate risks through real-time insights and analytics. Drive personalized client interactions with the Legal CRM built on Microsoft, utilizing data-driven insights for targeted business growth Put client insights at your lawyers’ fingertips directly within Outlook and Teams, streamlining workflows and boosting efficiency. Automatically keep contacts up to date and accurate, understand relationship strengths, and proactively identify relationship opportunities and risks. Foundation 365 seamlessly integrates with Outlook and Teams, across desktop and Mobile. It brings the tools and data they need directly into Outlook and Teams, eliminating the need to switch between systems. Benefits of Foundation 365: Enhance Collaboration and Client Management Create a secure, centralized hub for seamless collaboration—share documents, track tasks, and monitor bills with powerful business solutions. Elevate Client Service with AI-Driven Feedback Insights Capture client feedback and use AI-powered sentiment analysis to uncover trends, identify risks, and spot compliance issues—all within M365. Drive Business Growth with Cross-Selling Discover strategic cross-selling opportunities by collaborating across your firm and using LinkedIn integration to unlock the full potential of your client base. Target New Business with Precision Streamline lead nurturing with automated workflows that direct inquiries to the right teams, ensuring efficient follow-up and better engagement. Automate Marketing List Creation Optimize marketing list management to stay ahead of changes in contacts, leads, and account records, ensuring your lists are always up to date. Inform Decisions with Custom Dashboards Make data-driven decisions and launch successful initiatives with custom dashboards and reports in Power BI, tailored to your firm’s unique needs. - [View Foundation 365 pricing details and edition comparison](https://www.g2.com/products/foundation-365/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-02+14%3A58%3A06+-0500&secure%5Bsession_id%5D=64ee2ad7-dd6c-46b0-8db4-2d231c7ca64d&secure%5Btoken%5D=6492fdd29486fa6a84eb0b0483c258e854eaf9ad42771655c81440681e92ad2d&format=llm_user) ## Foundation 365 Features **Additional Functionality** - Customizable Forms - Customizable Fields - Critical Date Alerts - Document Templates - Forms Automation - Time Tracking - API - Contact Management - AI Copilot - Activity Dashboard - Bankruptcy Case Management - Exemption Management - Calculators - Automatic Backup - Accounting - Electronic Filing - File Management - Document Management - Customizable Reports - Legal Forms Library - Time & Expense Tracking - Invoice Management - Task Progress Tracking - Deadline Management - Document Storage - Task Management - Billing & Invoicing - Expense Tracking - Email Management - Accounting Integration - Activity Tracking - Workflow Management - For Lawyers - Calendar Management - Third-Party Integrations - SSL Security - Reminders - Search/Filter - Alerts/Notifications - Audit Trail - QuickBooks Integration - Data Import/Export - Generative AI - Secure Data Storage - Contact Database - Customer Database - Client Portal - Client Management - Case Management - Payment Processing - Forms Management - Access Controls/Permissions - Trust Accounting - Built-in Accounting - Timer - Records Management - Legal Case Management - Document Generation - Customizable Templates - Communication Management - For Family Law - Reporting/Analytics - Collaboration Tools - Online Intake Forms - Child/Spousal Support Calculations - SMS Messaging - Electronic Signature - State-Specific Forms - Conflict Management - Tax Management - Multi-Currency - Compliance Management - Payroll Management - Bank Reconciliation - Purchasing & Receiving - Accounts Receivable - Purchase Order Management - Reporting & Statistics - Receipt Management - Financial Management - Multi-Location - Credit Card Processing - For Legal Professionals - Audit Management - Quotes/Estimates - Accounts Payable - Expense Claims - Mobile Access - CPA Firms - Income & Balance Sheet - Financial Reporting - Automatic Billing - General Ledger - Legal Risk Management - Approval Process Control - Budgeting/Forecasting - Two-Factor Authentication - Task Scheduling - Staff Calendar - Billable Items Tracking - Status Tracking - Calendar Sync - Court Rules-Based Scheduling - Microsoft Outlook Integration - Niche Application - Distinct Legal Functionality - Specialized or Emerging Capabilities ## Top Foundation 365 Alternatives - [Lawbrokr Storefront](https://www.g2.com/products/lawbrokr-storefront/reviews) - 5.0/5.0 (26 reviews) - [Regy](https://www.g2.com/products/regy/reviews) - 4.9/5.0 (14 reviews) - [Termageddon](https://www.g2.com/products/termageddon/reviews) - 4.9/5.0 (10 reviews)