The Law Firm of the Future: How to Harness Relationship Intelligence to Drive Growth with Microsoft and legal360

In an environment that has always been fiercely competitive, today’s law firms are under even more pressure to manage their clients, contacts, and business relationships effectively. With reduced administrative resources, coupled with cumbersome and outdated CRM systems, the burden to utilize legal technology to its full potential is significant.  

Welcome to the law firm of the future 

How can law firms do more with less? With modern cloud technology that takes on much of that administrative burden. 

legal360, built on the Microsoft cloud, provides a complete, end-to-end solution that offers everything firms have come to expect in a legal CRM system, without the costly additional modules that weigh their systems down, and so much more. legal360 drives automation, provides flexibility working alongside the unique way each firm does business, and helps firms leverage relationships to find and win more work. Firms will keep hard-to-find talent happy in their jobs by taking manual tasks off their plate. And, as a cloud solution, it makes your data accessible from anywhere while keeping it safe and secure.  

Hear from experts how to take your firm into the future with the right technology  

With more than 20 years of experience delivering software solutions to many of the world’s preeminent law firms, HSO helps firms find, win, and do more work with technology that extends their resources.  

In this on-demand webinar, Andy Yeomans, Executive Vice President, and Victoria Gregory, a legal industry veteran with 15 years of experience as a legal360 client, will show you how Microsoft + legal360 is the most complete legal solution you’ll find, featuring:  

  • Everything firms expect from a legal technology solution, such as event management, marketing, opportunity tracking, business development planning, and more 
  • Our Legal Dataverse, which integrates data from your firm’s core systems to identify clients, new matters, and employee data points—saving hours of work around time-consuming tasks like sourcing data for the Mansfield Rule Certification  
  • relationships360, which passively harnesses data and identifies domains of interest—surfacing strong and new relationships and intelligently, as well as intuitively, scoring contacts 

About the Presenters

Andy Yeomans
Executive Vice President

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. 
Victoria Gregory 
Industry Solution Architect & Practice Lead 

With two decades of legal experience and 15 years as a legal360 customer, Victoria has a first-hand understanding of the unique challenges faced by law firms and has helped law firms around the world leverage their investment in legal360. 

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.