The AI platform for modern legal BD teams
Marketing and business development that moves at the speed of your firm, from first interaction to signed engagement and matter opening, in one intelligent workflow.
Win more work with less administration
d365Legal gives marketing and BD teams the tools to win more work. Rich analytics show campaign performance, relationship strength, pipeline health and conversion trends, so teams focus time and budget where it has the greatest impact.
- Client white-space and cross-sell analysis by practice area
- Pipeline and conversion tracking from lead to matter
- Campaign and relationship insight
Track referrals in both directions
See who refers work to the firm, which referrals became matters, the fees billed and what is payable to referrers or receivable from other firms.
- Inbound and outbound referrals with acceptance rate
- Referral pipeline from referral to lead, opportunity and matter
- Fees payable to referrers and receivable from firms
Compliance built into intake
Automatic conflict checks reduce risk and speed up intake. Chat, Microsoft Teams and SMS support fast, contextual communication, while LinkedIn integration strengthens relationship intelligence.
- Conflict checks across accounts, contacts, matters, leads, connections and DMS documents
- KYC and identity verification on the contact
- Consistent, auditable intake for risk and compliance teams
One Microsoft, one view of every client
Replace fragmented systems with an integrated platform that is familiar, scalable and secure. Marketing and BD teams gain stronger insight and better follow-through. Risk and compliance teams get consistent, auditable intake. Lawyers spend less time chasing information. Finance and talent leaders work from the same connected data model, improving profitability, resource planning and control.
See it in action
Marketing & communications
Transactional, behavioral and demographic data on one platform, with AI-driven insight into client behavior and trends.
Watch on YouTube in HD →Business development
Integrated with Office 365 and LinkedIn Sales Navigator, with Copilot summarizing opportunity and lead records at a glance.
Watch on YouTube in HD →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.