Leading AM Law 200 Firm Selects Dynamics 365 and legal360
legal360 + Microsoft chosen to drive firmwide marketing and BD
HSO is excited to announce another major win in the legal industry. A highly regarded AM Law 200 firm has selected Microsoft Dynamics 365 and HSO’s legal360 as its new CRM platform to modernize marketing, business development, and relationship intelligence. Competing against Peppermint, IntApp, and Salesforce, the combined Microsoft and HSO solution stood out as the most strategic and future-ready choice.
The Breaking Point with Legacy CRM
Fragmented client and matter data that limited relationship visibility.
Outdated tools that slowed business development processes.
The need for stronger integration with Microsoft applications already in use, such as Outlook and Teams.
Rising expectations from partners and clients for more sophisticated insights and analytics.
The Solution
After a comprehensive evaluation of leading legal CRM solutions, the firm selected Microsoft Dynamics 365 combined with HSO’s legal360. Together, these solutions will deliver:
A Single Platform for Growth: Unifying marketing, business development, and client relationship management.
Deeper Client Insight: A 360-degree view of relationships, matters, and referrals across the firm.
Seamless Microsoft Integration: Leveraging the power of Teams, Outlook, Power Apps, and Power BI for greater adoption and collaboration.
Relationship Intelligence: legal360’s ability to surface hidden connections and strengthen cross-practice collaboration.
Future-Ready innovation: A scalable foundation for AI and automation to enhance client engagement and streamline operations.
Why Dynamics 365 + legal360
The firm selected Dynamics 365 and legal360 because the Microsoft cloud provides the breadth, reliability, and security needed for long-term scalability. They were drawn to legal360’s proven ability to deliver legal-specific functionality that generic CRM platforms simply can’t match. A clear roadmap for innovation spanning AI insights, automation, and relationship intelligence further set the solution apart. Finally, HSO’s deep industry expertise and trusted migration methodology gave the firm confidence in a smooth and successful transition.
Impact
By moving to Dynamics 365 and legal360, the firm is positioning itself for the next generation of growth. The new CRM platform will enable attorneys and business development professionals to:
Gain real-time visibility into client relationships and opportunities.
Automate key processes, reducing administrative burden.
Enhance collaboration across practices with a unified system of record.
Build a stronger foundation for data-driven decision-making and AI adoption.
Conclusion
This AM Law 200 firm’s decision underscores a growing trend: leading legal organizations are moving to Microsoft-powered platforms with purpose-built solutions like legal360. By making this transformation, the firm is replacing an aging system and unlocking new opportunities for growth, client engagement, and innovation.
