Migrating from InterAction: A Bright Solution for Law Firms

14 Nov, 2023

In today's legal market, there is a noticeable shift away from legacy on-premise systems like InterAction towards modern, full-featured solutions. This transformation is not just a trend; it's a necessity for law firms looking to stay competitive in an ever-evolving industry. In this blog post, we'll recap the takeaways from our recent webinar, "Life after InterAction: Why Leading Firms are Migrating to legal360" and discuss how your firm can become a Law Firm of the Future.

The Need for Change

There is a current urgency for law firms to move away from outdated CRM systems like InterAction. The reasons for this transition are multi-fold, and legal360 experts, Victoria Gregory, Industry Solution Architect & Practice Lead, and Whit McIsaac, Global Industry Director, provide insights into the challenges faced by law firms with traditional CRM deployments. Historically, legacy CRM systems, including InterAction, lacked flexibility, making them challenge to configure specific use cases. This one-size-fits-all approach resulted in poor user adoption, data quality issues, and fragmented data across multiple systems. When end users lack confidence in the data, the system is oftentimes abandoned, further hampering adoption.

The Law Firm of the Future

The discussion emphasized the evolving needs of law firms in the digital age. To be more effective at marketing and business development, firms require a modern CRM solution that offers flexibility and integration capabilities. This is where legal360 excels. legal360, built on the Dynamics 365 platform, redefines the way law firms approach CRM. It offers system integrations to unify a firm’s data in one place, integrated ERM, automated data capture, data quality management, and the power of artificial intelligence. Unifying a firm’s data into one intuitive interface creates a firm’s "Legal Dataverse," providing an intelligent 360-degree perspective on existing clients, relationships, touchpoints, marketing outreach, and business development efforts.

Unique Advantages of legal360

A key differentiator for legal360 is its suite of seamless integrations within the Microsoft technology stack. Built on the Power Platform, it works with Outlook, Teams, and Office, ensuring data security, privacy, and protection. Moreover, legal360 clients will benefit from numerous Microsoft Co-Pilot innovations in artificial intelligence and machine learning, enhancing its capabilities for law firms. The platform's comprehensive relationship intelligence features make it a robust solution for the Law Firm of the Future. It enables firms to harness data from various systems and consolidate it into one interface for improved decision-making.

Beginning the Migration to legal360

Specifically designed for law firms, HSO offers an InterAction Migration Program to help law firms smoothly transition to Microsoft Dynamics 365 and legal360. The program leverages key InterAction data analysis to inform a proven and effective data migration strategy. Law firms can decide how much historical data to keep, depending on the type and relevance of the data. As law firms migrate, the traditional data steward role will evolve. legal360 empowers data stewards to play a more proactive role in data enrichment and enhancement, making the data steward even more valuable to the firm.

Migrating from InterAction to legal360 represents a crucial step for law firms looking to embrace the future. It's not just about moving to a new CRM system; it's about transitioning to a solution that provides firms with advanced capabilities, data insights, and a modern approach to relationship intelligence and management.

Watch the Webinar On-Demand

Interested in seeing the full webinar and beginning your firm’s migration? Visit our InterAction Migration Program overview page to learn more about the evolving few of legal CRM. Kickstart your firm’s journey towards a brighter, more efficient future.

Life After InterAction

Why Leading Firms are Migrating to legal360

Life After InterAction Webinar