Manage your clients with confidence
Accounts at the centre of your client relationships
Create and manage accounts for organisations and institutions, with key details available from a single Summary view. Review compliance information, client reference details, responsible advisers and primary contacts, then use related tabs to see the matters and invoices connected with that account.
Legal Hub also helps your team stay on top of client communications. Use the Timeline to send emails, record calls and create appointments, keeping important activity linked to the relevant account for easy reference.
Contacts that connect your practice
Store individual client and stakeholder details in a consistent, accessible record. Contacts can be associated with a company account, helping your team understand both the person and the organisation they represent. When a contact is marked as a client, Legal Hub automatically creates a client number. This makes it easier to identify clients and prepare the right records before opening a 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 can begin with accurate client information and maintain a clearer connection between people, organisations and legal work.
Find what you need, wherever you are
With Legal Hub’s navigation and global search, authorised team members can quickly find accounts, contacts and matters from across the app. Whether you are a lawyer, paralegal or support professional, d365Legal helps you spend less time searching and more time supporting your clients.
Build a more connected legal practice
With Dynamics 365 for Legal and d365Legal, client information is organised around the relationships that matter. Bring accounts, contacts, communications and matters together in Legal Hub and give your team a clearer view of every client engagement.