www.legal360.com

Brochure

legal360engage

To overcome common barriers to CRM success, today’s

law firms need software tools that can automate the

capture of client interactions, enable cross-practice

business development initiatives, and provide critical

insights around the firm’s relationships and growth

initiatives.

Built natively on the Microsoft Dynamics 365 platform,

legal360 engage helps law firms gain a 360-degree view

of their clients, matters, contacts, pursuits, and

relationships. legal360 engage is the only CRM solution

that provides a comprehensive and integrated suite of

automated enterprise relationship management (ERM),

marketing, business development, and relationship

intelligence tools, specifically designed to support the

unique needs of law firms.

CRM: Business Development, Marketing,

ERM (Enterprise Relationship Management) andRelationship Intelligence

ERM• Client and contact data management

• Automated Outlook signature scraping and

contact harvesting

• Seamless data contribution to CRM

• Intelligent relationship connections

• Automated activity tracking

• Real-time data change notifications

• Data quality reporting and workflows

• Advanced relationship and client data analytics

• Pre-configured relationship dashboards

Business development• Client and industry teams

• BD plans and cross-practice collaboration

• Referral tracking

• Competitive tracking and analysis

• Case and matter information tracking

• Staff and experience tracking

• Opportunity (pursuit) management

• Proposal and document assembly

• Approvals and workflow throughout

Marketing• eMarketing integration

• Marketing automation

• List management

• Marketing campaign tracking

• Event management

• Social

Relationship intelligence• Global relationship tracking

• High-value contact identification

• Strength of relationship ‘scoring’

• Who knows whom?

• Who’s communicating with whom?

• Relationship dashboards

The core features of legal360 engageinclude:

Why legal360 engageworks for law firms legal360 engage was specifically designed to overcome the inherent

challenges of CRM in law firms. Our solution leverages native integration with

Microsoft Outlook and Microsoft Office to employ a unique automated data

collection strategy, providing an integrated ERM and relationship intelligence

platform. legal360 engage also seamlessly integrates with industry-leading

time and billing, practice management, eMarketing, and HRMS solutions to

help your firm gain a 360-degree view of your client activities.

The legal360 engagedifferenceThe Microsoft advantage

• Built on the award-winning

Microsoft Dynamics 365 CRM

platform

• Familiar Microsoft user interface

• Embedded in Outlook

• Integration across Office365

and LinkedIn

Comprehensive

• The only fully integrated

Business Development,

Marketing, ERM, and

Relationship Intelligence suite

from a single vendor

Modern

• legal360 is the legal industry’s

most modern business

management platform built as a

native cloud service on the

Microsoft Azure platform

• Takes advantage of Microsoft’s

unmatched security, privacy, and

compliance portfolio

• Designed to leverage Microsoft’s

industry leading investments in

mobility, advanced analytics,

and artificial intelligence

• Offers a modern HTML5

architecture and is 100%

mobile-ready for your

professionals on-the-go

Why sa.global and legal360? sa.global is one of the largest Microsoft Dynamics 365

partners in the world, and the leading provider of

Microsoft Dynamics 365 solutions to law firms and other

professional services organizations. sa.global has won

10 Microsoft global and industry Partner of the Year

awards, and is a proud member of Microsoft’s Inner

Circle, representing the top 1% of Microsoft partners

worldwide.

Our legal360 business management platform

pre-configures and extends the industry-leading

Microsoft Dynamics 365 platform to meet the unique

needs of today’s most forward-thinking law firms.

legal360 integrates CRM, ERM, Practice Management,

and Talent Management applications on a single native

cloud platform. By leveraging the best of what Microsoft

has to offer, legal360 offers the best of both worlds: an

industry-leading cloud business platform plus the

unique features required by the legal industry.

Info@saglobal.com

www.legal360.com

Let’s talkAmericas: +1 302 858 0087

EMEA: +44 (0)2921 055902

APAC: +65 62084857