Transform Your CRM Strategy with Microsoft + legal360

At HSO, we know that moving away from a legacy CRM is a critical step—and one that requires far more than just data transfer. That’s why we created a structured, proven approach specifically designed for law firms to transition smoothly to Microsoft Dynamics 365 and legal360.

It starts with a comprehensive data audit to evaluate quality, structure, and relevance. We help you identify what to retain, what to archive, and how to optimize your data for a successful transition—so your new CRM starts clean, accurate, and ready to perform.

But modernization is more than migration. Our team helps redefine your data stewardship model—elevating your stewards from gatekeepers to strategic enablers. legal360 automates tasks like contact updates, relationship scoring, and email signature capture, freeing up time to focus on growth and engagement.

With hands-on guidance, legal industry expertise, and a deep understanding of legacy CRM environments, HSO ensures your transition is smooth, strategic, and disruption-free. Whether your goals include stronger adoption, enhanced BD efforts, or unlocking Microsoft Copilot for AI-driven insights, our program gets you there—fast.

Explore our 5-part series designed to guide your firm through every phase of the CRM transition journey. Whether you’re just exploring your options or ready to modernize, these sessions offer insight, strategy, and best practices for legal professionals.

Watch the full series on-demand and take the next step toward a smarter CRM experience.