Watch On-Demand
Improving Client Intelligence with Microsoft and legal360 by HSO
Microsoft Dynamics 365 and legal360 are deploying a new approach to client intelligence by harvesting and integrating data from disconnected systems to help law firms capture and securely manage the Dataverse of client, matter, contact, and experience data needed to create a 360° view of their clients.
During this webinar, you will discover five key strategies that leading law firms are following to protect and grow their client relationships. Our legal industry experts will discuss:
- Building a comprehensive 360-degree view of client relationships
- Understanding the details and depth of these client relationships
- Analyzing the trajectory and trends of the client relationships
- Uncovering whitespace and opportunities with client relationships
- Identifying where risks and exposure exist in client relationships
Presenters
Andy Yeomans, EVP of Sales
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, along with our 360-branded industry solutions.
Guye Willison, Director of Business Development, legal360 by HSO
Guye Willison has worked for 15+ years at the intersection of legal technology and law firm business transformation. During this time, he has witnessed firsthand the evolving landscape of the legal industry, the unique challenges law firms face, and how advanced technologies can help law firms evolve their business practices. Guye has worked extensively with law firm practice management, business development, marketing, and strategy teams to develop innovative solutions that help law firms attract and retain new clients and operate at peak performance levels.
Whit McIsaac, CEO, HSO
Whit McIsaac is the founder of legal360 and the Global Industry Director for legal360’s parent company, HSO. With over 30 years of law office technology experience, Whit has spent the past 15 years working closely with Microsoft and their leading global law clients to architect, develop and implement the latest solutions for law office business development, marketing, and relationship intelligence. During this period, Whit and his team have been named Microsoft’s Global Partner of the Year 11 times and have implemented over 150 Dynamics systems for law practices throughout the world.