How to find “it’s a match!” software for your legal team

01 — Make sure legal tech is what you really need

  • true causes for your legal team’s problems;
  • existing ways to solve these problems.
  • How are lawyers working and solving issues right now?
  • Why do we want to change it? What is a trigger for lawyers to think about process efficiency?
  • Why do we consider the current process inefficient?
  • Which process stages benefit a client? Is it possible to get rid of less valuable stages? Why not?
  • Is the client satisfied with the current process? Why not?
  • What have we already done to increase efficiency (aside from tech solutions)? If so, why didn’t it help?

02 — Encourage lawyers to innovate

  • Constantly explain why change is important and share the progress timeline;
  • Make lawyers trust the software. People only trust the things they are familiar with. Organize regular training sessions, prepare guidelines, process all feedback, and provide experience sharing within the team;
  • Demonstrate to lawyers how the software increases their efficiency — legal data and KPIs are helpful (keep reading for more about those items).

03 — Make your legal team data-driven

  • How did we start?
  • What did we want to achieve?
  • What did we achieve?
  • Amount of time spent;
  • Legal advice quality (it can be a set of criteria similar to NPS (net promotion score));
  • Correlation of low-value to high-value tasks;
  • Number of documents drafted;
  • Cross-functional integration opportunities;
  • UX-quality;
  • Time of training sessions needed to learn how to use the software;
  • Configurability of the software;
  • File storing and other knowledge management opportunities;
  • Security level.

04 — Pay attention to UI-quality

05 — Launch a pilot project and test the software

  • Your decision to use the software or not will be well-informed;
  • The implementation phase can be better mapped — timeline, budget, stakeholders, need for outside services, etc. are much more obvious;
  • Piloting mistakes can be turned into insights and avoided during implementation.
  • Developing an easy and quick way to get feedback; as well as process feedback, comments, and recommendations;
  • Facilitating team brainstorming sessions to explore and settle on the next steps.

A summary

  1. Put users’ problems first. Getting to the bottom of the users’ problems is the starting point. Analyze current processes, ask probing questions, and communicate with users. And yes, communication is mandatory. Not only will you make better decisions, but it will also make it easier to demonstrate value and ROI.
  2. Legal tech is just one of several possible tools, no more. Never limit yourself to technology solutions only. Maybe you don’t need technology at all — a lot of times the real problems are at a process level.
  3. Design matters. Design is no less important than features. An intelligent interface design is a key to a successful software implementation. Always set UI quality as one of the metrics and keep in mind — a good legal tech solution is something lawyers would use every day. That’s why it should be convenient and a joy to use, really.
  4. Make all your decisions data-driven. Establishing metrics and KPIs is the best method for performance assessment. It’s more accurate, transparent, and informative. Furthermore, precise data is like currency in communication with business — it helps the business realize that investments in legal tech improve the legal team’s performance.
  5. Allocate enough time for testing. Before you decide to implement legal tech, be sure you’ve tested all the alternative options. The testing stage also helps to detect possible implementation difficulties and avoid them. It’s a basis for the whole implementation project.

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Anton Vashkevich

Anton Vashkevich

Law Automation, Legal Tech and Legal Design