How to choose and implement the right Legal Tech solution

Last updated on October 12, 2020

The Legal Ops Podcast recently dedicated two episodes to looking how to get started with implementing legal tech in an in-house department.

Episode 1

So you want to invest in legal technology, but where do you start? In this two-part series you’ll hear from Alex and Elliot who together have a wealth of experience sourcing, selecting and implementing legal technology for both large and small corporate legal departments.

They share practical tips while walking through the following stages that will help ensure you choose the right solution:

(1) Defining the problem – a practical framework for establishing and justifying the need, contextualising the problem and developing a problem statement.

(2) Rent, buy or build? – is this something you can build yourself using existing enterprise systems already available to you? What are the pros and cons of each option?

(3) How to find the right tech – with over 4,000 legal technology vendors globally, it’s easy to be overwhelmed. Should you choose an integrated or point solution? Legal specific or enterprise? Where can you go to find the best tech? How do you make the most out of product demos?

(4) RFP, RFI, RFQ – what are the differences and what is the best option for your scenario?

Stream the first episode on Spotify or iTunes using the links below:


Episode 2

You’ve chosen a cool new piece of legal technology, but how do you go about implementing it? What phases will your project go through and in what order should they be tackled?

In this episode, Alex and Elliot do a deep dive on all aspects of the implementation process. They cover lots of examples drawn from real life legal tech implementations, including matter management systems, document management platforms, contract automation tools and more.

They also discuss a number of important considerations and best practices for all significant tech-related projects, including:

* should you form a SteerCo?

* when is a staged roll out better than a “big bang”?

* should you spend time simplifying processes before buying new technology?

* how should you record and respond to feedback from users?

* how do you ensure the technology has sustained usage?

* when and how does an implementation project become part of “business as usual”?

Stream episode 2 on Spotify or iTunes using the links below: