Legal CRM and Case Management for Dynamics 365

Transform Your Legal Operations with a Scalable, Secure, and Integrated Solution

Product Overview

Legal CRM and Case Management for Dynamics 365 (d365Legal) is a comprehensive solution designed specifically for law firms and legal departments. Seamlessly integrated with Microsoft Dynamics 365, it streamlines every aspect of legal practice management, from client intake to advanced reporting, all while ensuring robust security and enterprise-grade scalability.

Key Features

• Client Intake & Conflict Checking: Simplify onboarding with guided client intake workflows and automated conflict checking to ensure compliance and risk mitigation.
• Time Tracking & LEDES Invoicing: Accurately capture billable and non-billable hours, and generate industry-standard LEDES invoices. Optional integrated financial management through Dynamics 365 Business Central and BC4Legal ensures transparency and control.
• Resource Management: Assign tasks and matters based on firm roles, optimize team utilization, and monitor workloads for efficient matter handling.
• Matter Budget Management & Reporting: Set, track, and report on matter budgets with real-time dashboards and analytics for proactive financial oversight.
• Enterprise Scalability & Secure Azure Hosting: Grow confidently with a solution built for firms of all sizes, hosted securely on Microsoft Azure to protect sensitive client data and firm IP.
• Extensibility for Opportunity & Pitch Management: Expand beyond traditional legal functions with tools for business development, opportunity tracking, and advanced marketing using Customer Insights.
• HR Talent Bank Management: Centralize and manage your talent pool, streamline recruitment, and align expertise with matter requirements.
• Portal: Web Portal for customers view client data and submit files and employees to create billing events, expenses and more.

Benefits

• Scalable and Future-Ready: Easily adapt to firm growth and changing business needs with enterprise-grade architecture.
• Secure by Design: Safeguard confidential information with Microsoft Azure’s advanced security protocols.
• Extensible for Non-Legal Functions: Leverage opportunity management, marketing automation, and HR tools to support the entire organization.
• Leverages Microsoft Technology Stack: Maximize productivity with deep integration across Outlook, Teams, SharePoint, Power BI, and the Power Platform for centralized data and document management.

Integration

Enjoy seamless connectivity with Microsoft’s ecosystem. Centralize all your client, matter, and document data while collaborating effortlessly via Outlook, Teams, and SharePoint. Gain actionable insights with Power BI and automate processes using the Power Platform for a truly unified legal practice.

Ideal Users

Legal CRM and Case Management for Dynamics 365 is the perfect fit for law firms, legal departments, and organizations seeking a modern, secure, and scalable solution to manage legal operations and drive practice excellence.