Modernizing Your CRM: A Smarter Path for Law Firms

There is a growing urgency for law firms to move away from outdated CRM systems. The reasons for this shift are clear. legal360 experts Victoria Gregory, Industry Solution Architect & Practice Lead, and Whit McIsaac, Global Industry Director, share insights into the challenges law firms face with traditional CRM deployments.

Legacy systems often lack the flexibility to support firm-specific needs, making them difficult to configure and scale. This one-size-fits-all approach has led to poor user adoption, inconsistent data quality, and fragmented information across multiple systems. When end users lose trust in the data, engagement drops—and the system quickly becomes obsolete.

The conversation highlighted how law firms’ CRM needs are rapidly evolving. To compete effectively in marketing and business development, firms need a modern solution that delivers flexibility, automation, and deep integration across systems.

That’s where legal360 stands out. Built on Microsoft Dynamics 365, legal360 reimagines law firm CRM with a unified, intelligent approach. The platform consolidates data from across the firm, integrates ERM, automates data capture, and ensures ongoing data quality—empowered by built-in AI.

By unifying data into one intuitive interface, legal360 creates a firmwide “Legal Dataverse”—delivering a 360-degree view of clients, relationships, touchpoints, marketing efforts, and growth opportunities.

A core strength of legal360 is its seamless integration across the Microsoft ecosystem. Built on the Power Platform, it connects effortlessly with Outlook, Teams, and Office—while ensuring enterprise-grade security, privacy, and compliance.

legal360 also unlocks the power of Microsoft Copilot, bringing AI and machine learning directly into the CRM experience. From relationship intelligence to automated insights, the platform equips law firms with the tools they need to work smarter and grow faster.

By consolidating data from across the firm into a single, intuitive interface, legal360 empowers better decision-making and positions your firm to thrive in the future of legal business.

Specifically designed for law firms, HSO offers a structured CRM migration program to help firms transition smoothly to Microsoft Dynamics 365 and legal360. The program begins with a thorough analysis of existing CRM data to inform a tailored, effective migration strategy. Firms can determine how much historical data to retain based on its type and relevance.

As firms modernize their CRM approach, the traditional data steward role evolves. legal360 empowers data stewards to become proactive contributors to data enrichment, automation, and relationship management—elevating their impact across the firm.

Migrating to legal360 is more than just a system upgrade—it’s a strategic move toward a smarter, more connected future. With advanced capabilities, real-time insights, and built-in intelligence, legal360 redefines how law firms manage relationships and drive growth.

Interested in seeing the full webinar and beginning your firm’s migration? Visit our CRM 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.