Manage your clients with confidence
A clear, connected way to manage client accounts and contacts in Legal Hub, and a reliable foundation for every matter.
Accounts at the center of your client relationships
Create and manage accounts for organizations and institutions, with key details available from a single Summary view.
- Compliance information, client references, responsible advisors and primary contacts in one place
- Related tabs show the matters and invoices connected with the account
- Use the Timeline to send emails, record calls and create appointments against the account
Contacts that connect your practice
Store individual client and stakeholder details in a consistent, accessible record, associated with the company they represent.
- Capture identity verification, source of funds and purpose of engagement
- When a contact is marked as a client, a client number is created automatically
- Understand both the person and the organization behind every matter
A simpler path from client to matter
d365Legal supports a straightforward process: set up the client as an account or contact first, then create the matter for their work. Because every matter needs a client, your team begins with accurate client information and keeps a clear connection between people, organizations and legal work.
With Legal Hub’s navigation and global search, authorized team members can quickly find accounts, contacts and matters from across the app. Lawyers, paralegals and support professionals spend less time searching and more time supporting clients.
Build a more connected legal practice
Bring accounts, contacts, communications and matters together in Legal Hub and give your team a clearer view of every client engagement.
From first contact to final invoice, on one platform
Practice Management connects every step. Explore the rest of the flow.
See d365Legal with your own matters
Book a personal demonstration with David Blumentals, Director, Dynamics 365 Practice, or take the platform for a test drive.