Customer Relationship Management (CRM)

A Single View of Client Data Across M365-Powered by AI

Deliver exceptional service to clients at every touchpoint, without switching between multiple screens and systems.

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.

Meeting Lawyers Where They Work

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.