How to build the law firm of the future with legal360

Unless you’re new to the legal industry, you know the refrain: cut costs, but never sacrifice results. Do more, but with fewer people and resources than ever before. 

But what if we told you that you really could get more done with less — less time spent switching between apps and hunting for the information you need to make business-critical decisions?  

What if we showed you how to make it easier to:  

  • track and pursue new opportunities,  
  • create business development plans,  
  • track matter and client data for incorporation in RFPs and pitches, and  
  • analyze client communications for opportunities to strengthen relationships?  

And what if we told you that you could marry marketing, business development, matter management, and enterprise relationship management in a single, unified platform rather than having your data scattered across different modules or applications? 

Sound good? That’s what the law firm of the future looks like. 

How legal360 puts the law firm of the future in your grasp — today 

In essence, the ideal legal CRM system alleviates the time-consuming, administrative burden of collecting information from a variety of data repositories and analyzing it for insights into your practice. 

Instead of leaving data scattered across disparate systems and silos, making it impossible for law firms to develop comprehensive business intelligence, legal360 identifies, harvests, and consolidates client, case, matter, and timekeeper details, along with data from your practice groups, industries served, and geographic locations.  

Together, we provide the fuel that helps your legal professionals serve clients, grow existing relationships, and find and attract new business opportunities. 

As a result, legal360, built on the Microsoft cloud, helps solve critical challenges that plague legal professionals, including: 

  • Identifying connections between the firm’s employees, clients, matters, practices, and industries 
  • Tracking leads, opportunities, and new business pursuits by individual, practice group, office, and firm 
  • Managing and assembling documents and proposals 
  • Automating contact creation by collecting information from emails and other communications 
  • Scoring contacts intuitively and surfacing both new and strong relationships to support business development and cross-selling  
  • Building marketing and communication workflows 
  • Reporting on trends, including lawyer, practice group, and firm relationship activity 
  • Managing data quality 
  • Eliminating tedious, manual data sourcing, collection, and analysis 
  • Integrating with software the firm already uses, including Office365, LinkedIn, Power BI, Azure, SharePoint, and more, with 40+ built-in integrations 

Learn how you can get a 360-degree view of your law practice in a fraction of the time 

Join us on Wednesday, November 9, at 2:00 ET for a 30-minute webinar to learn how Microsoft and legal360 can help your law firm drive growth now and into the future. We’ll discuss how our cloud technology platform can automate manual tasks, adapt to your law firm’s workflows, and help you find and win your next clients. You’ll also learn how our platform ensures your team isn’t mired in boring administrative work, improving their engagement and your talent retention. 

Register now for this informative webinar and learn how to get the 360-degree insights you need to transform your practice into the law firm of the future. 

Michael D’Alesio is VP, Customer Care at HSO ProServ | Michael has served in many roles during his tenure in the Microsoft Partner Channel for the past 25-years.  Michael currently is responsible for supporting, enabling and strategically leading the HSO ProServ Team responsible for HSO ProServ D365 installed based customers to accept, adopt the Microsoft platforms to ensure they attain business value and user adoption.

Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
to business initiatives.

Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into sa.global, where he served as CEO of the Americas prior to launching HSO | ProServ.

Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

Paramesh Rajan is VP, Technology at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of sa.global’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

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In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

Amy Spencer leads the team that is responsible for go-to-market strategies, messaging, and demand generation in the US.

Amy earned a Bachelor of Arts degree in Communications from The College of New Jersey and has 25+ years of experience in marketing management for technology and professional services companies.

As Vice President of Human Resources for HSO, Kristen Ramerini is responsible for initiatives including recruitment, onboarding, professional development/career progression, performance management, culture, and employee retention. Prior to her position with HSO, she worked in human resources and recruiting for Seviroli Foods on Long Island and CCN, Inc. in New York City. She holds an MA in Industrial/Organizational Psychology from Hofstra University and is PHR certified.

Darren Gooding is VP of Delivery for HSO | ProServ, leading the company’s CRM delivery across the legal, AEC, consulting, and accounting markets. Darren applies his 25 years of experience and HSO’s industry focused intellectual property to successfully deliver large-scale, global engagements that ensure customer success.