Foundation 365

Foundation 365 is a legal CRM and ERM platform built on Microsoft 365, designed for law firms managing client relationships, business development, and marketing workflows.

Key Features & Functions:

Client and Contact Management
Provides a single, centralized view of client data across the firm. Automatically updates and maintains contact records, tracks relationship strengths, and surfaces relationship risks and opportunities in real time.

Microsoft 365 Integration
Operates natively within Outlook and Teams on desktop and mobile, allowing lawyers to access client data and relationship insights without switching between systems.

Collaboration and Client Management
Provides a centralized hub for document sharing, task tracking, and bill monitoring across the firm's client matters.

AI-Powered Feedback and Sentiment Analysis
Captures client feedback and applies AI-driven sentiment analysis to identify trends, flag compliance issues, and surface relationship risks within the M365 environment.

Business Development and Cross-Selling
Supports identification of cross-selling opportunities across practice groups, with LinkedIn integration to expand visibility into client and contact networks.

Lead Management and Marketing Automation
Includes automated workflows for routing inquiries and nurturing leads, along with tools for managing and maintaining marketing contact lists.

Reporting and Dashboards
Delivers custom dashboards and reports through Power BI integration, supporting firm-wide data-driven decision making.

In February 2025, Peppermint Technology announced that it was acquired by Litera. 

Funding Information:
Peppermint Technology has raised a total of £17M ($21.2M) in funding over 2 rounds. Their latest funding was raised on Jan 25, 2019 from a Corporate Round round.