--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by Foundation 365 but has limited features. Are you part of the Foundation 365 team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Litera](https://www.g2.com/sellers/litera) Discussions [Foundation 365 Community](https://www.g2.com/products/foundation-365/discuss) Overview by Ian Lee Show More ## Top-Rated Alternatives [ ![Lawbrokr Storefront](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lawbrokr Storefront") Lawbrokr Storefront 5/5(26) ](https://www.g2.com/products/lawbrokr-storefront/reviews) [ ![Regy](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Regy") Regy 4.9/5(14) ](https://www.g2.com/products/regy/reviews) [ ![Termageddon](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Termageddon") Termageddon 4.9/5(10) ](https://www.g2.com/products/termageddon/reviews) [ View All Alternatives ](https://www.g2.com/products/foundation-365/competitors/alternatives) ## Foundation 365 hasn't been reviewed yet Used Foundation 365? Your experience helps thousands of software buyers make confident decisions. G2 reviews are authentic and verified. [ Here's how. ](#modal-9fe6809023861e5f30f3) We strive to keep our reviews authentic. G2 reviews are an important part of the buying process, and we understand the value they provide to both our customers and buyers. To ensure the value is retained, it's important to make certain that reviews are authentic and trustworthy, which is why G2 requires verified methods to write a review and validates the reviewer's identity before approving. G2 validates the reviewers identity with our moderation process that prevents inauthentic reviews, and we strive to collect reviews in a responsible and ethical manner. [Read more](https://legal.g2.com/community-guidelines) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/foundation-365/pricing) ##### Categories on G2 [Other Legal](https://www.g2.com/categories/other-legal) ##### Explore More [What platform integrates no-code development with database systems?](https://www.g2.com/discussions/what-platform-integrates-no-code-development-with-database-systems)[best contact center software](https://www.g2.com/discussions/what-s-the-top-contact-center-software)[What is the best recruitment platform for specialized job roles?](https://www.g2.com/discussions/what-is-the-best-recruitment-platform-for-specialized-job-roles) [Which financial data APIs platforms avoid unexpected deprecations or data format changes that break existing integrations?](https://www.g2.com/discussions/which-financial-data-apis-platforms-avoid-unexpected-deprecations-or-data-format-changes-that-break-existing-integrations)[Most recommended sales intelligence app for startups](https://www.g2.com/discussions/what-is-the-most-recommended-sales-intelligence-app-for-startups)[Which is the best cloud-based absence management tool?](https://www.g2.com/discussions/which-is-the-best-cloud-based-absence-management-tool) [Show MoreShow Less](javascript:void(0);)