Meet the Presenters
Unifying Law Firm Data for AI: From Copilot to Agents to Action
AI is coming to legal. Few firms are truly ready.

When
September 24
Time
11:00 AM - 11:30 AM
Location
Online
Law firms aren’t lacking AI tools, they are lacking the foundation to use them effectively. As firms explore Microsoft Copilot and other generative AI capabilities, many are discovering that siloed, outdated, or incomplete data is quietly undermining their efforts.
That is why we are launching this new series, starting with a bold look at how your firm’s data foundation determines the success of any AI initiative.
In this session, legal360, will introduce our vision for modern legal data transformation. You’ll learn how a unified platform strategy across CRM, finance, HR, documents, and intake can accelerate AI adoption, empower responsible automation, and deliver firmwide impact.
This is not just about Copilot. This is about preparing your firm for what’s next.
What You’ll Learn
- Why AI fails without a clean, connected, and governed data estate
- What becomes possible with AI agents, GenAI, and predictive tools when your data is AI-ready
- Why quick-fix dashboards and isolated analytics fall short, and how to move beyond them
- How to build a Microsoft-powered legal data platform that supports real transformation
- Use cases that matter:
- Cross-matter insights
- Intake automation
- Relationship intelligence
- Practice performance analytics
- HSO’s Data First methodology: the proven blueprint for aligning systems, people, and strategy to unlock AI value
Why It Matters
Law firms are under pressure to innovate. But innovation without strategy leads to risk, wasted investments, and lost credibility. If your firm is serious about AI, automation, or even just improving cross-practice visibility, your data must be trustworthy, centralized, and governed from the start.
This webinar is the first step. Join us to see how leading firms are moving beyond disconnected tools and toward a holistic, scalable foundation for digital transformation, with legal360 and the Microsoft Cloud at the center.
Victoria Gregory
Industry Solution Architect
Andy Yeomans
Executive Vice President
Who Should Attend?
- CMOs and Marketing Leaders
- Heads of Business Development and Client Growth
- CIOs, Innovation Leaders, and Legal Technologists
- Managing Partners and Department Heads