Foley & Lardner transforms business development for law firms
Foley & Lardner, a prominent law firm, modernized its business development processes and client relationship management by adopting legal360, an AI-driven platform built on Microsoft Dynamics 365 and Copilot. The solution, implemented by HSO, provides an integrated CRM and relationship intelligence environment tailored for law firms, centralizing marketing, business development, experience management, and client feedback. Legal360 offers advanced features such as AI-powered insights, automated relationship data capture, and an ERM to expose key connections for business growth. The platform streamlines client matter intake with compliance checks, KYC, and document management adapted to each law firm’s requirements. It provides tailored analytics and dashboards, helping marketing and business development teams uncover opportunities and act quickly to grow revenue. AI-driven experience management automates creation of attorney profiles, matter histories, and case documentation for streamlined pitch preparation and differentiating services. With integrated client feedback systems and secure, compliant data management on the Microsoft Cloud, law firms enhance service quality, client loyalty, and regulatory compliance. Real results reported include improved data quality, increased user adoption, and unlocking new business opportunities for Foley & Lardner.
- Organization
- Foley & Lardner
- Industry
- Legal
- Location
- United States
Reported outcomes
Strategic outcomes
Why do we believe this deployment?Customer identity, provider attribution, maturity, and source checks
- Customer
- Foley & Lardner
- Provider
- Microsoft
- Maturity
- Production
- Linked source
- hso.com
Deployed AI-driven tools for data capture, campaign management, and analytics
Primary read
Use case focus
Showing 3 of 4
- 1AI-Driven Relationship Intelligence for Law Firms
- 2Automated Compliance and KYC Intake
- 3Legal Experience Management Automation
- Outdated CRM tools hindered business development capabilities.
- Fragmented client data and inconsistent relationship management limited strategic growth.
- Manual intake processes caused compliance risks and inefficiencies.
- Difficulty uncovering and acting on cross-selling opportunities.
- Inadequate mechanisms for capturing and analyzing client feedback.
- Implemented legal360 platform powered by Microsoft Dynamics 365 and Copilot.
- Integrated CRM, relationship intelligence, and experience management into a unified system.
- Automated client matter intake with compliance, KYC, and risk assessment features.
- Deployed AI-driven tools for data capture, campaign management, and analytics.
- Enabled AI-generated attorney profiles, document automation, and marketing outreach.
- Improved data quality and streamlined marketing and business development operations.
- Enhanced client insights and identification of cross-selling opportunities.
- Reduced manual work for attorneys and staff, increasing efficiency.
- Strengthened client loyalty and competitive positioning in the legal market.
Architecture
The legal360 platform is built on Microsoft Dynamics 365 and Copilot, providing seamless integration of marketing, business development, experience management, and relationship intelligence. It captures data from email, calendar, and legal systems, automates compliance and KYC validations, and centralizes data for analytics and actionable insights securely on Microsoft Cloud.
Sources & evidence1
- Customer explicitly identified
- Deployment status explicitly supported
- Technical implementation details available
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