Built on the industry-leading Microsoft Dynamics 365 cloud platform, legal360 is the industry’s most modern and comprehensive marketing, business development, ERM, and relationship intelligence suite. Used by many of the preeminent law firms around the world, legal360 helps law firms leverage their relationships and experience to generate more new business and meet their growth objectives.


Get a 360° view of your client relationships

What is legal 360?

legal360 is a comprehensive marketing, business development, experience management, and relationship intelligence (ERM) suite purpose-built to meet the needs of law firms.



Marketing Lists



E-marketing Integration

Marketing Analytics


Biz Develpement

Client/Industry Teams

BD Plans

Cross-practice Selling

Referral Tracking

Competitor Tracking

Pursuit Management

AI Relevant News

Business Development Analytics


Project mngment

Attorney Bios & Experience

Matter History

Matter Summaries

Recent Work

Document Generation

RFPs, Proposals & Pitches



Clients & Contacts

E-mail Signature Scraping

Communication Tracking

Automated Activity Logging

Relationship Connections

Who Knows Who?

Data Quality Management

Linkedin Integration

Relationship Scoring

Relationship Analytics

Why legal360?

This unique solution, purpose-built for law firms, combines traditional CRM and ERM capabilities to provide a 360-degree view of your clients and relationships and help you generate more business. Any time, from any location, on any device.

  • Identify, understand, and leverage your firm’s most powerful assets – your relationships.
  • Successfully manage and win new business opportunities with a strong set of business development tools.
  • Build a centralized library of attorney experience, matter details, pitches, and proposals.
  • Seamlessly integrate with practice management, time and billing, and other software system to consolidate and analyze client, matter, experience, and relationship data.

What makes legal360 unique?​

Built on Microsoft’s proven and secure cloud platform, legal360 offers an integrated CRM + ERM approach and leverages the Microsoft desktop and mobile tools your attorneys use every day to provide the industry’s most modern and comprehensive marketing, business development, and relationship intelligence suite.

In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

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John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of sa.global’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

Paramesh Rajan is Director of ERP and HR Products at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into sa.global, where he served as CEO of the Americas prior to launching HSO | ProServ.

In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
to business initiatives.