Leveraging Microsoft for Legal Efficiency - MatterX

What this episode covers

At LawFest, Casey Burns, Director of MatterX, shares insights into the evolution of legal practice management and how MatterX leverages Microsoft Dynamics to provide a highly configurable CRM and finance solution for law firms.Key discussion points:✅ Why law firms choose Microsoft-based solutions – Familiarity with Teams, Outlook, Word, and Excel makes adoption seamless.✅ Scalability – Suitable for firms ranging from 10 to 500 users.✅ AI & Automation – MatterX is leveraging native AI features within Microsoft to enhance efficiency.✅ Security & Compliance – Built on Microsoft Azure, ensuring enterprise-grade security.✅ The role of CRM in legal firms – Moving beyond just BD teams, integrating it fully into legal workflows.✅ Efficiency & Business Growth – The need for streamlined operations to drive revenue in law firms.

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Frequently Asked Questions

How long is this episode of People in Legal?

This episode is 4 minutes long.

When was this People in Legal episode published?

This episode was published on March 16, 2025.

What is this episode about?

At LawFest, Casey Burns, Director of MatterX, shares insights into the evolution of legal practice management and how MatterX leverages Microsoft Dynamics to provide a highly configurable CRM and finance solution for law firms.Key discussion...

Can I download this People in Legal episode?

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