Need to Modernize your Legal Practice?

Legal Services

Leveraging technology to support legal teams is the baseline for modern legal firms. Strengthen your business capacity by building a secure digital data and operations management infrastructure. Microsoft Dynamics 365 equips you to control costs, automate routine tasks, drive efficiencies and engage the next generation of employees and clients.

Microsoft Dynamics 365 for Legal Services

Microsoft 365 Customer Engagement, Business Central, and Dynamics GP all provide valuable resources for legal firms. Connect all aspects of your firm with a unified, cohesive system. Microsoft Dynamics 365 equips your firm with end-to-end management for sales, document management, communication, finance, and billing.

Financial Management

Use Dynamics Business Central or GP as a full-fledged enterprise resource system to perform accounts payable, receivable, and general ledger functions. Create invoices to send to customers and apply immediate payments to prevent sending outdated collection correspondence. Integrate AP and AR with your general ledger to assist your tax professionals with year-end tax preparation.

Data and Security

Control who has access to sensitive information by utilizing SharePoint. Track access to documents and audit the change history of every document.

Secure Communication

Utilize Microsoft 365 eDiscovery features to find and share stored documents in SharePoint, Teams, Outlook, and other Microsoft toolsets.

Secure File Maintenance

Control and manage a content retention policy to ensure compliance with regulatory guidelines.

Leverage Our Expertise

Implementing Dynamics 365 for Professional Service is where shines. Many of our consultants have been business owners themselves and thoroughly understand what you need to be successful. We make sure your implementation meets your needs head-on from capacity planning to manage operations and empower employees.

When facing the task of deploying a software implementation, you want approachable consultants who understand your company’s specific needs and have a track record of successful enterprise-level integrations. When you partner with, you only work with experienced consultants. We hire selectively to ensure we can consistently deliver successful integrations for your industry.

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