Built for Smarter Legal Operations
Matter Management for Different Law Types and Matter Types
Manage every matter with the structure, controls and flexibility required for different areas of law and different styles of work. d365Legal supports configurable law types and matter types so firms can standardize intake, resourcing, milestones, documents, budgets and billing rules while still adapting to the needs of litigation, employment, property, commercial, family, wills and estates, insurance, regulatory, in-house advisory and more. Each matter becomes a complete operational record with the client, responsible professionals, key dates, commercial terms, related parties, billing arrangements and financial performance all connected in one place.
LEDES Activity and Task Codes with Task Templates
For firms and legal departments that need disciplined eBilling and outside counsel compliance, d365Legal supports LEDES-aligned billing processes with standardised activity, task and expense coding. UTBMS-style task codes and activity codes can be applied to billing events and time capture to improve transparency, reporting and invoice acceptance, reflecting common legal e-billing practices and the use of task, activity and expense codes in LEDES workflows. Task templates help firms operationalise best practice by predefining repeatable work plans, deadlines and activities for specific matter types, making it easier to launch matters consistently, reduce administrative effort and improve service delivery across teams.
Product Catalog and Price Lists that Drive Fee Earner Hourly Rates
A standout capability in d365Legal is the use of the Microsoft product catalog and price lists to control fee earner pricing. Practice roles can be managed as products, and price lists can be assigned by client, matter, panel arrangement, jurisdiction or pricing tier. This means hourly rates are not left to manual interpretation. They are centrally defined, commercially controlled and automatically available when billing events are created. Firms can maintain differentiated rates for partners, associates, paralegals and other timekeepers, apply the right pricing structure to the right client or matter, and improve billing accuracy, governance and margin protection. This role-plus-price-list model creates a scalable foundation for consistent legal pricing and more reliable invoicing workflows.
Matter Budgets and Financial Control
Track planned versus actual performance with matter budgets that support stronger legal project management and earlier intervention. Budget visibility helps partners, matter managers and finance teams monitor fees, expenses, work in progress and billing progress throughout the life of a matter. With better commercial oversight, legal teams can manage scope, control write-offs, identify pressure points sooner and give clients clearer expectations around cost and delivery.
Related Parties, Billing Events and Legal Expense Management
Legal matters rarely involve just one client and one contact. d365Legal manages related parties across the full matter ecosystem, including opponents, witnesses, insurers, experts, counsel, advisors and other stakeholders, creating a richer and more connected legal record. Billing events capture time, fees, disbursements and chargeable activity in a structured way, while legal expense management supports accurate recording, allocation and recovery of costs. Together, these capabilities give firms tighter control over what has happened, what can be billed, what remains unbilled and how matter profitability is evolving.
Invoicing that Connects Legal Work to Financial Outcomes
From recorded activity to client-ready invoice, d365Legal streamlines the path from legal work to revenue. By combining matter data, fee earner rates, budgets, billing events, expense management and finance processes, the platform helps firms produce more accurate invoices with less manual effort. This improves billing discipline, reduces leakage, supports LEDES and client billing requirements where needed, and helps accelerate cash collection. Finance teams gain better control, lawyers spend less time chasing administrative detail, and leadership gains a clearer view of revenue performance by client, matter, team and service line.