Run every matter on one connected record
Configurable law and matter types, LEDES-ready billing codes, rate-driven pricing and live budgets, all in Dynamics 365 inside your own Microsoft 365 tenant.
Law types and matter types
Litigation, employment, property, commercial, family, wills and estates, insurance, regulatory and in-house advisory, each with its own structure, while every matter stays one complete record.
- Configurable law types, practice areas and matter types
- Standard intake, resourcing, milestones, documents and billing rules per type
- Client, responsible professionals, key dates, commercial terms and related parties in one place
LEDES activity and task codes, with task templates
Disciplined eBilling and outside counsel compliance, with repeatable work plans built in.
- UTBMS-style task, activity and expense codes on time and billing events
- Task templates pre-define work plans, deadlines and activities by matter type
- Better invoice acceptance and cleaner reporting
Rate cards and price lists drive fee earner rates
Hourly rates are centrally defined and commercially controlled, never left to manual interpretation.
- Practice roles managed as products: partner, associate, paralegal and more
- Rate cards and price lists by client, matter, panel arrangement, jurisdiction or tier
- The right rate applied automatically when a billing event is created
Matter budgets and financial control
Planned versus actual, visible to partners, matter managers and finance for the whole life of the matter.
- Fees, expenses, WIP and billing progress tracked against budget
- Spot pressure points and scope creep earlier
- Clearer cost expectations for clients and fewer write-offs
Related parties, billing events and expenses
Legal matters rarely involve just one client and one contact.
- Opponents, witnesses, insurers, experts, counsel and advisors linked to the matter
- Time, fees, disbursements and chargeable activity captured as structured billing events
- Know what is billed, what is unbilled and how profitability is tracking
Invoicing that connects legal work to financial outcomes
From recorded activity to client-ready invoice, d365Legal streamlines the path from legal work to revenue.
- Matter data, rates, budgets, billing events and expenses come together on the invoice
- Supports LEDES and client-specific billing requirements
- Leadership sees revenue by client, matter, team and service line
Want to see your own rate cards and matter types in d365Legal?
Book a demoMatter management, connected from the start
Bring your people, clients, documents and financial information together. The d365Legal Matter Management System gives law firms and in-house legal teams a connected view of their legal work, helping reduce administration, coordinate delivery and maintain clearer oversight of every matter.
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.