What makes legal360 a unique solution for law firms?
We are the most highly recognized business development, marketing, and practice intelligence solution built on the Microsoft Dynamics 365 platform. This means one platform for your team, no third-party tools, and with pre-built connectors that harvest data from internal and external systems to build your firm’s own ‘Dataverse.’
“How do we get our professionals to contribute their contacts?” Our integrated ERM and Advanced Contact Processing solution overcomes this obstacle by monitoring Outlook, identifying key contacts, harvesting data via email signature scraping, and assembling the connections to create an invaluable network of the firm’s relationships.
Hear it straight from leading law firms
Making the switch to Microsoft Dynamic’s legal360 platform was a no brainer. legal360’s team was so helpful in building and customizing the system to meet our firm’s needs, and we had a smooth transition with the implementation process. While rehauling a CRM can be a daunting task, the robust platform and support made this complex project much easier. We’re looking forward to continuing to see our data enriched, allowing us to service our clients in an even greater capacity.
Caleagh Larson, Senior Manager of Marketing & Communications
Michael Best
Relationship intelligence for law firms
Contacts. Employees. Clients. Matters. Practices. Global and local offices. The legal industry represents a truly complex, fragmented, yet interconnected ecosystem. legal360 by HSO brings 30 years of experience working with law firms and delivers a practice Intelligence platform that delivers solutions to make relationships the most important and actionable asset for your firm.
One integrated platform - four solutions
purpose-built to meet the needs of law firms.
Advanced Contact & Client Management
Attorney Bios & Experience
Matter History
Matter Summaries
Recent Work
Document Generation
RFPs, Proposals, & Pitches
Integrated Contact Management, ERM & Relationship Intelligence
Clients & Contacts
E-mail Signature Scraping Communication Tracking Automated Activity Logging Relationship Connections
Who Knows Who?
Data Quality Management LinkedIn Integration Relationship Scoring Relationship Analytics
Marketing &
Communications
Marketing Lists
Campaigns
Events
E-marketing Integration Marketing Analytics
Business
Development
Client/Industry Teams
3D Plans
Cross-practice Selling
Referral Tracking
Competitor Tracking
Pursuit Management
AI Relevant
News Business Development
Analytics
11x Microsoft Partner of the Year
We are proud to have been named a Microsoft Global Partner of the Year for the 11th time. We are a member of Microsoft’s top 1% Inner Circle, one of just 25 Microsoft Managed Global ISV partners in the world, and a current Eagle Award recipient as the top US Microsoft Dynamics partner.
Built on the Microsoft Platform
legal360 by HSO is built on the Microsoft Dynamics 365 suite of intelligent cloud applications, connecting all key parts of your business and applying intelligence to all forms of data to create a streamlined, unified experience.
legal360 Functions
legal360 is designed to simplify your firm’s marketing, communications, and campaign processes with a 360-degree view of firm-wide relationships, including contacts, employees, companies, clients, and matters, as well as case and matter details. The Dynamics 365/legal360 platform is designed to manage marketing lists, communications, campaigns, and events, while providing pre-configured integrations with the top emarketing solutions in the legal marketplace.
Industry Team
Understanding your firm’s industry strengths and having the tools to identify and leverage the firm’s business sector expertise are critical to the success of today’s industry focused efforts. Our legal360 and Dynamics 365 platform provides comprehensive industry categorization functionality, supplemented by the strongest third-party data enrichment content, to provide your industry teams with the tools to grow existing industry sectors, while strategically identifying and penetrating new markets.
Managing Partners
Firm wide, geographical, practice group, lawyer, and client information provides a real-time, 360-degree view of your firm’s practice and relationship intelligence. Managing partners can quickly access consolidated, concise information to analyze and make strategically informed decisions. Through the legal360, Dynamics 365, and Sync360 data harvesting tools, the firm’s senior leadership has access to critical business data at any time, from any device, in any location.
Business Development
We assist business development and client growth professionals leverage the Dynamics 365 sales engagement platform. The legal360 business development modules are designed to manage and automate leads, opportunities, and pursuits, while managing the processes that are tightly aligned with objectives of both the firm and individual lawyers.
Practice Group Leads
We deliver the practice group intelligence that helps practice leads understand the firm’s footprint with existing clients, new client pursuits, and industry sectors, as well as geographic and industry growth initiatives. We harvest and assemble client, matter, regional office, practice group, professional expertise, and industry analytics to identify client white space and new business opportunities.
IT
Your IT team has the responsibility of meeting employee demand for more sophisticated tools while evaluating which emerging technologies to adopt. legal360 takes the guesswork out by providing a single, integrated platform that meets those needs. Build your firm’s database with pre-built connectors that harvest data from internal and external systems. Build your own custom apps and eliminate the need for third-party tools with Microsoft Power Apps.
Resources for legal firms
What sets HSO apart
HSO is your Business Transformation Partner with deep industry expertise and global reach, leveraging the full power of Microsoft technology to transform the way you work and improve your business performance.