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On Relationship Intelligence and Customer Engagement
Powering the Modern Law Firm with the Microsoft Power Platform
In this on-demand webinar, discover how you can harness the power of your firm’s data to build and nurture intelligent relationships to win more business.
You will learn how legal360 by HSO uses the Microsoft Power Platform to deliver innovative, cloud-based solutions that help law firms leverage their data assets to drive impactful marketing and business development decisions.
Topics included:
- Deliver data insights that identify whitespace, new revenue sources, and business opportunities using Microsoft Power BI
- Provide attorneys with a 360° view of their clients with data integrated across the firm
- Leverage AI-driven advanced contact management supported by integrated (ERM) Enterprise Relationship Management
- Deliver Relationship Intelligence into the hands of your attorneys and Business Development team members
Presenters
Andy Yeomans, EVP of Sales
As the Executive Vice President of Sales, Andy helps professional services organizations drive digital transformation using Microsoft Dynamics 365, the Power Platform, and the Microsoft Cloud, along with our 360-branded industry solutions.
Guye Willison, Director of Business Development, legal360 by HSO
Guye Willison has worked for 15+ years at the intersection of legal technology and law firm business transformation. During this time, he has witnessed firsthand the evolving landscape of the legal industry, the unique challenges law firms face, and how advanced technologies can help law firms evolve their business practices. Guye has worked extensively with law firm practice management, business development, marketing, and strategy teams to develop innovative solutions that help law firms attract and retain new clients and operate at peak performance levels.
Whit McIsaac, CEO, HSO
Whit McIsaac is the founder of legal360 and the Global Industry Director for legal360’s parent company, HSO. With over 30 years of law office technology experience, Whit has spent the past 15 years working closely with Microsoft and their leading global law clients to architect, develop and implement the latest solutions for law office business development, marketing, and relationship intelligence. During this period, Whit and his team have been named Microsoft’s Global Partner of the Year 11 times and have implemented over 150 Dynamics systems for law practices throughout the world.
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