AllRize 3.0 Launches: An AI-Driven Practice Management Platform Built on Microsoft Dynamics 365
FORT LAUDERDALE, Fla., Dec. 9, 2025 - AllRize announced AllRize 3.0, a new version of its law practice management platform built natively on Microsoft Dynamics 365 and integrated with Microsoft Office tools. It's a SaaS platform aimed at mid-sized firms that want to modernize operations, improve client service, and grow revenue without adding overhead.
The platform brings Marketing, CRM, Matter Management, Document Management, and Accounting into a single interface. Firms can deploy the full system or start with one module and expand over time.
"AllRize 3.0 isn't just about helping law firms operate faster or more efficiently - it's about fundamentally reimagining what legal work looks like in the age of AI," said Erik Ruda, CEO of AllRize. "We see a future where AI technology doesn't just automate repetitive tasks; instead, it effectively partners with legal teams to provide greater insights and deliver more value in advocating for their clients."
What's New in AllRize 3.0
Billing Without the Stopwatch
Draft time entries are auto-generated based on tasks, calendars, and activity in office apps. Real-time alerts and end-of-week reminders help capture work that slips through the cracks, keeping billing accurate and audit-ready.
AI-Powered Document Management
Copilot-enabled automation assists with drafting, summarizing, and reviewing legal documents. It compares contracts and briefs, flags risky clauses, and produces concise summaries so attorneys can focus on strategy and client work.
Integrated Accounting & Compliance
The accounting module supports operating and trust accounts with three-way reconciliation, detailed audit trails, automated safeguards, and real-time reporting. This reduces manual effort and helps keep trust accounting clean.
Security & AI-Driven Compliance
Built on Microsoft's cloud security stack, AllRize adds encryption, granular access controls, and comprehensive auditing. AI monitors help protect confidential data (PII, HIPAA, etc.) and align with data privacy and retention policies. For reference, see HIPAA guidance from HHS here.
Robert Jameson, Chief Product Officer at AllRize, said: "With AllRize 3.0, we set out to solve the real-world challenges that law firms face every day-disconnected systems, lost billable hours, compliance headaches, and the constant pressure to do more with less. This release brings together the latest advances in AI, automation, and cloud technology into a single platform that's as powerful as it is easy to use."
Why This Matters for Legal Teams
- Reduce leakage by capturing billable work automatically.
- Cut context switching with CRM, matters, docs, and accounting in one place.
- Strengthen trust accounting with controls and reconciliation built in.
- Improve visibility with real-time financials and clear audit trails.
- Protect sensitive data with Microsoft-grade security and AI monitoring.
Questions to Ask During a Pilot
- How accurate are auto-generated time entries across different practice groups?
- Can AI document review flag our firm's specific risk clauses consistently?
- What's the process for data migration from current systems (DMS, CRM, accounting)?
- How are permissions, least-privilege access, and audit logs configured?
- Does trust accounting meet our jurisdiction's reconciliation and reporting rules?
- What training and change management support is included for attorneys and staff?
Deployment Options
Mid-sized firms can roll out AllRize as a full suite or add modules over time. A phased approach-starting with billing or document management-often delivers quick wins while limiting disruption.
Plan for data mapping, sandbox testing, and user training upfront. The payoff is a unified workflow that shortens admin cycles and gives partners and managers cleaner data to run the practice.
Further Resources
Learn more about Microsoft's business cloud foundation for legal systems: Microsoft Dynamics 365. For compliance background, review HHS guidance on HIPAA: HHS HIPAA.
If your team is sharpening skills with Office apps and AI workflows, explore curated training for legal operations and support staff: Office tools training.
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