Built on the industry-leading Microsoft Dynamics 365 cloud platform, legal360 by HSO is the most modern and comprehensive marketing, business development, ERM, and relationship intelligence suite for law firms. Used by many of the preeminent firms around the world, legal360 helps them leverage their relationships and experience to generate more new business and meet their growth objectives.

One integrated platform - four solutions

ADVANCED CONTACT & CLIENT MANAGEMENT

  • Solicitor Bios & Experience
  • Matter History
  • Matter Summaries
  • Recent Work
  • Document Generation
  • RFPs
  • Proposals, & Pitches

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INTEGRATED CONTACT MANAGEMENT, ERM, AND 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

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MARKETING & COMMUNICATIONS

  • Marketing Lists
  • Campaigns
  • Events
  • E-marketing Integration
  • Marketing Analytics

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BUSINESS DEVELOPMENT

  • Client/Industry Teams
  • 3D Plans
  • Cross-practice Selling
  • Referral Tracking
  • Competitor Tracking
  • Pursuit Management
  • AI Relevant News
  • Business Development
  • Analytics

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What makes legal360 unique?

We are the most highly recognised 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.

One of my favourite features in legal360 is the Advanced Merge data management tool. This has been a real game-changer in terms of be able to quickly and efficiently keep our data clean, which is something all law firms struggle with. This tool has saved a significant amount of time through automation and has eliminated mistakes by reducing human interaction

Victoria Gregory, Director of Marketing Systems & Operations

Case Study

Foley & Lardner takes business development to the next level with legal

“We recognised the need for a more robust CRM platform that could bring industry best tools and processes to the firm’s business development efforts,”

Read the case study
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The platform of choice

Built on the Microsoft Platform

We provide a comprehensive set of Microsoft cloud solutions to help transform how you do business and drive productivity and insights across your organisation. Our intelligent Microsoft cloud applications offer true Relationship Intelligence for law firms:

  • Dynamics 365 Finance and Operations (ERP)
  • Dynamics 365 Project Operations
  • Dynamics 365 Client Engagement (CRM)
  • Dynamics 365 Human Resources

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Marketing

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 e-marketing solutions in the legal marketplace.

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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.

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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.

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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.

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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 analyse 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.

Your legal expert



Brian Henry
Director - Financial Services & Legal Sector
bhenry@hso.com
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