Microsoft Dynamics 365 for Legal: a One Microsoft solution for modern law firms
CRM, matter and case management, practice, finance and talent management together in one secure, scalable platform, powered by Dynamics 365 and Copilot.
Legal services, powered by Dynamics 365 & Copilot AI
Built for firms that want visibility, less duplication, stronger governance and a more connected client experience.
One platform. One data model. One Microsoft.
Replace disconnected legal systems with one integrated business platform: relationship management, matter and case operations, finance and talent in a single solution on Dynamics 365, Microsoft 365, Copilot, Teams and Business Central.
Secure, scalable and hosted in your tenant
d365Legal runs in your organization’s own Microsoft 365 tenant: stronger control over sensitive legal data, no unnecessary data movement, full data residency support and Microsoft’s enterprise-grade security.
Be a Frontier Firm with practical, governed AI
Microsoft Copilot embedded across the platform reduces manual administration, surfaces insights faster and frees your teams for high-value legal work, without compromising governance, privacy or control.
Everything your firm runs on
CRM & Business Development
Client, opportunity and matter intake with conflict checks, analytics and LinkedIn integration.
Learn more →Matters
Law and matter types, LEDES coding, rate cards, budgets and related parties.
Learn more →Invoicing
Invoice runs, line review, LEDES statements and tax invoices.
Learn more →Trust Accounting
Client and office ledgers with a three-way bank reconciliation.
Learn more →Dashboards & Time
My Dashboard, timers, billing, utilization and forecasting.
Learn more →Documents & Outlook
SharePoint DMS, templates and email tracking from Outlook.
Learn more →Client & Staff Portals
Documents, invoices and onboarding forms for clients; matters, timers and billing for staff.
Learn more →Finance (BC4Legal)
Business Central accounting with trust and matter dimensions, or Xero.
Learn more →Talent
Skills, capacity, recruitment and resourcing aligned to matters.
Learn more →Copilot AI
Summaries, drafting and next best actions across the platform.
Learn more →Short demos of each module
Matter management
Matters, clients, documents and financials connected from the start. More about matter management →
Watch on YouTube in HD →Invoicing
From recorded time and expenses to client-ready invoices. More about invoicing →
Watch on YouTube in HD →Document management (DMS)
Matter folders, search, previews, templates and email in SharePoint. More about document management (dms) →
Watch on YouTube in HD →Outlook integration
Track emails to matters and create records from your inbox. More about outlook integration →
Watch on YouTube in HD →Accounts & contacts
Client records, KYC and the path from client to matter. More about accounts & contacts →
Watch on YouTube in HD →Client & staff portals
Clients complete forms, share documents and see invoices; staff manage matters, tasks and time in the browser. More about the portals →
From first contact to final invoice, on one platform
Practice Management connects every step, from intake to trust reconciliation.
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Frontier transformation
Turning human ambition into measurable business outcomes.
Book your personal demonstration
Contact David Blumentals, Director, Dynamics 365 Practice.
Sydney NSW 2000, Australia
Singapore 408938