CRM Evolved: The Legal Platform Built for What’s Next

A Platform That Understands Your Data—and Your Business.

Unlock firmwide performance with a Microsoft-powered platform designed to surface the right insights—for the right people—at the right time.

Transform Legal Data with HSO + Microsoft

Law firms are under increasing pressure to modernize operations, harness AI, and unlock more value from data. But success doesn’t come from tools alone—it requires a strategic partner who understands how to turn technology into measurable outcomes.

That’s where legal360 and HSO come in.

We deliver a unified solution portfolio built entirely on Microsoft Dynamics 365 and the Microsoft Cloud—tailored for the legal industry, and backed by deep expertise in data, automation, and AI.

Make Better Decisions, Faster

Empower attorneys and firm leaders with unified dashboards, cross-functional KPIs, and AI-driven forecasting—powered by Microsoft Power BI and Azure AI.

Microsoft Spotlight: Power BI, Copilot, Dynamics 365 dashboards

AI in Action for Law Firms

See how Microsoft Copilot is already transforming law firm productivity, business development, and client engagement.

How legal360 + HSO Empowers Every Role in the Firm

Whether it's securing firmwide data, growing key relationships, or forecasting with confidence, HSO's Microsoft-powered platform is purpose-built for the business and practice of law. Our solutions deliver AI, automation, and real-time insight—tailored to support every role across your law firm.
  • 1

    Marketing & Business Development

    Grow key relationships with AI-driven insights, strategic account dashboards, and automated client outreach. Use Microsoft Copilot to personalize campaigns and surface engagement opportunities in real time.

  • 2

    Firm Strategy & Operations

    Unlock firmwide performance insights with real-time dashboards, Copilot-powered forecasting, and predictive analytics. Align operational metrics with strategic decision-making—all in one platform.

  • 3

    Timekeeping, Billing & Financial Operations

    Automate time capture with Teams-based entry, generate prebills with AI, and track collections in real time. Comply with billing guidelines while reducing write-offs and boosting visibility.

  • 4

    Knowledge Management & Service Delivery

    Leverage generative AI to automate brief building, document drafting, and summarization. Centralize prior work product and collaborate securely through client portals built on Microsoft.

  • 5

    Practice & Matter Management

    Plan, budget, and track matters with embedded Teams dashboards and forecasting tools. Identify risk early with Copilot insights and ensure smoother delivery across every stage of the matter lifecycle.

  • 6

    Client Intake & Onboarding

    Accelerate onboarding with smart matter intake forms, workflows, and digital engagement letters. Reduce friction while automating compliance checks and conflict review.

  • 7

    Pursuit & Proposal Management

    Generate AI-assisted pitches, proposals, and CVs. Collaborate in real time via Teams, track pursuit progress, and use Copilot to surface competitive insights and boost win rates.

  • 8

    Risk, Compliance, IT & Security

    Protect your firm’s most valuable asset—its data. With Microsoft Purview and Azure, enforce ethical walls, automate legal holds, and maintain global compliance. Simplify your infrastructure with Microsoft-native tools that secure access, integrate systems, and support firmwide productivity through Teams, Outlook, SharePoint, and Power Platform.

Take a Data-First Approach to CRM That Drives Real Results

See how a data-first approach can transform your firm’s client strategy, operations, and competitive edge.

Your CRM should do more than track contacts—it should power strategic growth, uncover key relationships, and deliver the insights your firm needs to make smarter, faster decisions.

With legal360, you get more than a CRM. You get a Microsoft-powered platform that unifies your data, amplifies your firm’s intelligence, and puts actionable insight into the hands of every team.

Request a Personalized Demo

Ready to elevate your strategy with AI-powered insights and real-time intelligence? Let’s get started.

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