legal360: Microsoft-Powered Platform for Modern Law Firms

Make smarter pursuit decisions and respond with confidence. RFP Analyzer uses your firm’s matter history, experience data, and approved content to evaluate opportunities, prioritize the right pursuits, and accelerate pitch and proposal development across the firm.

Instead of manually reviewing requirements and piecing together responses, teams can quickly assess fit, surface relevant matters and attorneys, and identify gaps before investing time. The result is more focused pursuits, stronger submissions, and a more consistent approach to winning the work your firm is best positioned to deliver.

Key Functionality

• Evaluate RFPs against firm experience, practice strengths, and client history
• Prioritize opportunities based on fit, expertise, and strategic value
• Surface relevant matters, attorneys, and experience automatically
• Identify gaps in expertise, content, or positioning early
• Assemble proposals using approved, up-to-date firm content
• Standardize responses across offices and practice areas
• Reduce manual review effort and accelerate turnaround times

Uncover growth opportunities already within your client base. Whitespace Analysis uses your firm’s client, matter, and relationship data to highlight where services are not currently being provided but should be.

By giving teams a clear view of client coverage across practices, industries, and relationships, firms can identify where they are under-leveraged, strengthen existing relationships, and expand the work they deliver. The result is a more coordinated, data-driven approach to growing key accounts and increasing share of wallet.

Key Functionality

• Analyze client and matter data to identify gaps in service coverage
• Highlight opportunities to expand work across practices and industries
• Map client relationships to uncover where connections can be strengthened
• Surface under-leveraged accounts and growth potential
• Provide dashboards showing client coverage and engagement trends
• Support more targeted, strategic business development efforts

Focus on what matters most, without digging through systems. Copilot Cockpit is a role-based workspace that brings together priorities, relationship insights, and next-best actions into a single, real-time view tailored to how your lawyers and business development teams work.

Powered by AI and built on your firm’s data, it surfaces relevant client activity, highlights relationship signals, and recommends where to engage next. Instead of searching for information or reacting late, teams can prepare faster, stay aligned, and act with confidence on the opportunities that matter most.

Key Functionality

• Personalized, role-based workspace for lawyers and BD teams
• Real-time view of priorities, tasks, and upcoming client activity
• Relationship insights and signals across clients, matters, and contacts
• AI-driven recommendations for next-best actions
• Integrated view of pursuits, meetings, and engagement history
• Embedded directly within Microsoft tools your teams already use

Create high-quality, client-ready documents without starting from scratch. DocGen uses AI and your firm’s data to help teams draft, refine, and tailor content using simple, natural language prompts.

Whether summarizing matters, customizing RFP responses, or building client-ready materials, DocGen ensures content is accurate, consistent, and aligned to your firm’s voice. The result is faster turnaround, stronger submissions, and less time spent assembling and editing documents.

Key Functionality

• Generate and refine content using natural language prompts
• Summarize matters, experience, and client work instantly
• Customize RFP and pitch content based on firm data
• Ensure consistency with approved language and templates
• Reduce manual drafting, editing, and rework
• Produce polished, client-ready documents faster

Keep your firm’s experience current, accurate, and ready to use. AI Brief Builder uses your firm’s data to automatically generate polished attorney profiles, matter summaries, and experience narratives without the need for manual updates.

Instead of chasing down information or maintaining disconnected documents, teams can instantly access up-to-date, client-ready content for pitches, proposals, directories, and submissions. The result is stronger, more consistent storytelling and a more effective use of your firm’s experience in every opportunity.

Key Functionality

• Automatically generate attorney profiles and matter summaries
• Keep experience data up to date using firmwide data sources
• Create polished, client-ready narratives for proposals and pitches
• Support directories, submissions, and marketing materials
• Ensure consistency across offices and practice areas
• Reduce manual effort and eliminate outdated content

Turn firm experience into recognition that matters. legal360 analyzes your experience and relationship data to identify the right attorneys and matters for each directory, helping you align submissions to where your firm has the strongest story.

Instead of manually gathering information and coordinating across teams, nominations are streamlined with accurate, up-to-date data and consistent content. The result is stronger submissions, improved visibility, and a more strategic approach to showcasing your firm’s expertise in a highly competitive landscape.

Key Functionality

• Identify top attorneys and matters for relevant directory submissions
• Leverage firmwide experience and relationship data for stronger nominations
• Streamline submission workflows and coordination across teams
• Ensure accuracy and consistency of content across all entries
• Track submissions, deadlines, and outcomes
• Support a more strategic, data-driven approach to recognition

Build a stronger foundation for client relationships and business development. legal360 automatically enriches your firm’s data by integrating with leading providers like Dun & Bradstreet and Bureau van Dijk, ensuring client and contact records are accurate, complete, and up to date.

With built-in tools to detect duplicates, group related records, and recommend smart merges, firms can maintain clean, reliable data without manual effort. The result is a more consistent view of clients and relationships, enabling better insights, more effective engagement, and more confident decision-making across the firm.

Key Functionality

• Enrich client and contact data with trusted third-party sources
• Maintain accurate firmographic and executive-level information
• Detect and manage duplicate or fragmented records
• Group related entities for a clearer view of client organizations
• Apply intelligent merge recommendations with full control
• Improve data quality to support relationship intelligence and analytics

Capture client interactions without the manual work. legal360 connects Dynamics 365 with Outlook and Exchange to automatically sync contacts, emails, meetings, and activities in real time.

With intelligent filtering and user-level controls, only relevant data is captured, ensuring accuracy without adding noise. The result is a complete, consistent view of client engagement across the firm supporting better follow-ups, stronger relationships, and more effective business development.

Key Functionality

• Real-time sync of emails, meetings, contacts, and tasks
• Automated activity capture with intelligent filtering
• Domain matching to link interactions to the right clients
• User-level controls for data capture and privacy
• Improved visibility into engagement across teams and practices

legal360 brings AI and Microsoft Copilot into your business development and client engagement workflows, turning firm data into real-time insight and action. Teams can surface opportunities, understand relationships, and respond faster without relying on manual processes.

With legal360, firms move beyond traditional CRM—unlocking a Microsoft-powered platform that connects relationships, data, and intelligence to drive real growth and position your firm for what’s next.

legal360 is built on Microsoft’s secure cloud platform, giving law firms the control and protection they need over their most valuable asset, data. By unifying marketing, business development, client, and experience data into one system, firms eliminate silos while maintaining full visibility and governance.

With role-based access, auditability, and advanced controls for sensitive information, legal360 helps firms protect client confidentiality, meet regulatory requirements, and confidently use their data to drive better decisions.

Key Functionality

• Role-based access and security controls
• Full audit trails and activity tracking
• Data governance across clients, matters, and contacts
• End-to-end encryption within Microsoft’s security framework
• Integration with Microsoft 365 and Azure
• Secure handling of sensitive client and matter data

Capture time and expenses without chasing your team. The Time Entry Agent works directly in Microsoft Teams, allowing users to log time using natural language while automatically pulling real-time project and financial data from Dynamics 365.

Entries are suggested, reminders are sent, and submissions stay on track without manual follow-up. The result is faster, more accurate time capture and better visibility into project and financial performance.

Keep payment inquiries moving without manual follow-up. The PayFlow Agent monitors incoming emails, pulls real-time data from Dynamics 365 Finance, and responds with accurate, up-to-date information automatically.

It reduces inbox backlogs, eliminates repetitive responses, and ensures vendors and clients get timely, consistent communication. The result is faster resolution, less manual effort, and stronger, more reliable relationships

Respond faster and with greater consistency. The Proposal Automation Agent uses your firm’s experience, past responses, and approved content to generate high-quality RFP and SOW materials without starting from scratch.

Instead of searching for information and assembling documents manually, teams can quickly produce accurate, client-ready responses and focus on positioning and strategy. The result is faster turnaround, reduced effort, and stronger, more competitive submissions.

Deliver fast, consistent client support without increasing workload. The Customer Service Agent handles common inquiries automatically, retrieves the right information from your systems, and escalates complex issues when needed.

By integrating with your CRM and service channels, it ensures accurate, compliant responses across languages and touchpoints. The result is faster resolution, reduced manual effort, and a more consistent client experience.

Capture and submit expenses without the manual work. The Expense Entry Agent works directly in Microsoft Teams, extracting receipt data, creating entries automatically, and ensuring compliance with firm policies.

Instead of manually entering and reviewing expenses, users can submit faster with greater accuracy while finance teams maintain control. The result is quicker submissions, fewer errors, and a smoother experience for everyone.

Deploy and scale AI agents with confidence. The Accelerate platform enables firms to securely build, manage, and govern role-based agents within their Azure environment, using approved data and controls.

Integrated with Teams, Dynamics 365, and Power Platform, it turns firm knowledge into intelligent agents that automate tasks, guide decisions, and support employees in real time. The result is a scalable, secure foundation for AI that improves efficiency, consistency, and overall performance.