Meet the Presenters
Unifying Legal Data for AI: From Copilot to Agents to Action
Everyone wants AI. Few are ready.

When
August 27
Time
11:00 AM - 11:30 AM
Location
Online
The legal industry is reaching a breaking point. Firms are racing to adopt AI tools like Microsoft Copilot, but most are sitting on a tangled web of unstructured, siloed, and outdated data. Without a unified strategy, AI becomes little more than a shiny new interface that cannot deliver real value, scale, or insight.
That’s why we’re launching this series, starting with a bold look at how your firm’s data foundation is the single most important factor in your AI strategy.
In this session, HSO, the team behind 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 setting your firm up 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