InterAction Migration Program

At HSO, we understand that switching from a legacy CRM like InterAction is a big move—and one that requires more than just data transfer. That’s why we created the InterAction Migration Program: a proven, structured approach designed specifically for law firms to transition smoothly to Microsoft Dynamics 365 and legal360.

Our program begins with a comprehensive data audit to assess the quality, relevance, and structure of your current InterAction data. We work with your team to identify which data to retain, what can be archived, and how to best prepare it for migration. This ensures your new CRM starts clean, accurate, and optimized for long-term success.

But migration is only part of the story. Our team helps redefine your data stewardship model—empowering your data stewards to play a more strategic role in data enrichment, automation, and relationship management. legal360 automates manual tasks like contact updates, relationship scoring, and signature capture, giving your team more time to focus on what matters most: building relationships and driving business growth.

With hands-on support, legal industry expertise, and a deep understanding of the InterAction ecosystem, our team helps you transition without disrupting your day-to-day operations. Whether your goals are improving adoption, enhancing marketing and BD efforts, or leveraging Microsoft Copilot for AI-driven insights, our InterAction Migration Program is built to get you there—quickly and confidently.

On-Demand Webinar Series: From InterAction to Innovation

Explore our 5-part webinar series designed to guide your firm through every step of the InterAction migration journey. Whether you're just beginning to explore your options or ready to modernize your CRM strategy, these sessions offer valuable insights, strategies, and real-world examples tailored for law firms.

1. Life After InterAction
   Discover why leading firms are making the switch and how legal360 offers a modern, flexible alternative built on Microsoft Dynamics 365.
2. Future-Proof Your CRM
   Explore how legal360 solves the challenges of legacy systems with AI, automation, and seamless Microsoft integration.
3. A Proven Process for Transitioning from InterAction to legal360
   Get a step-by-step look at our InterAction Migration Program, from data strategy to implementation and adoption.
4. Preserving Your Valuable InterAction Data
   Learn best practices for data quality, mapping, and governance to ensure a clean and confident migration.
5. Change Management Strategies to Drive User Adoption
   Understand how to prepare your team for success with proven tactics to boost adoption and maximize CRM impact from day one.

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