HSO CRM Evolved: The Legal Platform Built for What’s Next
Unlock firmwide performance with a Microsoft-powered platform designed to surface the right insights—for the right people—at the right time.
Transform Legal Data with HSO + Microsoft
Law firms are under increasing pressure to modernize operations, harness AI, and unlock more value from data. But success doesn’t come from tools alone—it requires a strategic partner who understands how to turn technology into measurable outcomes.
That’s where legal360 and HSO come in.
We deliver a unified solution portfolio built entirely on Microsoft Dynamics 365 and the Microsoft Cloud—tailored for the legal industry, and backed by deep expertise in data, automation, and AI.
Real-Time Decision Intelligence
Make Better Decisions, Faster
Empower attorneys and firm leaders with unified dashboards, cross-functional KPIs, and AI-driven forecasting—powered by Microsoft Power BI and Azure AI.
Microsoft Spotlight: Power BI, Copilot, Dynamics 365 dashboards
Drive Efficiency with Intelligent Automation
Smarter Practice Management with Automation
Streamline time entry, billing, document workflows, and task management with embedded automation—so your teams spend less time on the manual, and more on the meaningful.
Microsoft Spotlight: Power Automate, Dynamics 365, Microsoft Copilot
AI-Enhanced Client Experiences
Engage Clients Like Never Before
Leverage relationship intelligence, personalized insights, and AI-powered BD tools to deliver high-touch, high-value engagement at scale.
Microsoft Spotlight: Copilot, Dynamics 365 Sales, Teams + Outlook Integration
Built-In Governance & Compliance
Security You Can Trust
Protect sensitive client data with Microsoft’s role-based access controls, retention policies, and secure cloud infrastructure—while maintaining auditability across workflows.
Microsoft Spotlight: Microsoft Purview, Azure, Dynamics 365 Compliance Toolsets
AI in Action for Law Firms
See how Microsoft Copilot is already transforming law firm productivity, business development, and client engagement.
How legal360 + HSO Empowers Every Role in the Firm
Whether it’s securing firmwide data, growing key relationships, or forecasting with confidence, HSO’s Microsoft-powered platform is purpose-built for the business and practice of law. Our solutions deliver AI, automation, and real-time insight—tailored to support every role across your law firm.
- Marketing & Business Development: Grow key relationships with AI-driven insights, strategic account dashboards, and automated client outreach. Use Microsoft Copilot to personalize campaigns and surface engagement opportunities in real time.
- Firm Strategy & Operations: Unlock firmwide performance insights with real-time dashboards, Copilot-powered forecasting, and predictive analytics. Align operational metrics with strategic decision-making—all in one platform.
- Timekeeping, Billing & Financial Operations: Automate time capture with Teams-based entry, generate prebills with AI, and track collections in real time. Comply with billing guidelines while reducing write-offs and boosting visibility.
- Knowledge Management & Service Delivery: Leverage generative AI to automate brief building, document drafting, and summarization. Centralize prior work product and collaborate securely through client portals built on Microsoft.
- Practice & Matter Management: Plan, budget, and track matters with embedded Teams dashboards and forecasting tools. Identify risk early with Copilot insights and ensure smoother delivery across every stage of the matter lifecycle.
- Client Intake & Onboarding: Accelerate onboarding with smart matter intake forms, workflows, and digital engagement letters. Reduce friction while automating compliance checks and conflict review.
- Pursuit & Proposal Management: Generate AI-assisted pitches, proposals, and CVs. Collaborate in real time via Teams, track pursuit progress, and use Copilot to surface competitive insights and boost win rates.
- Risk, Compliance, IT & Security: Protect your firm’s most valuable asset—its data. With Microsoft Purview and Azure, enforce ethical walls, automate legal holds, and maintain global compliance. Simplify your infrastructure with Microsoft-native tools that secure access, integrate systems, and support firmwide productivity through Teams, Outlook, SharePoint, and Power Platform.
Take a Data-First Approach to CRM That Drives Real Results
See how a data-first approach can transform your firm’s client strategy, operations, and competitive edge.
Your CRM should do more than track contacts—it should power strategic growth, uncover key relationships, and deliver the insights your firm needs to make smarter, faster decisions.
With legal360, you get more than a CRM. You get a Microsoft-powered platform that unifies your data, amplifies your firm’s intelligence, and puts actionable insight into the hands of every team.
