Beyond the Features

The Legal Tech Selection Checklist is a practical guide for law firms to make informed decisions when choosing technology solutions. It covers defining business needs, evaluating features, and assessing usability, security, and integration. Designed to simplify decision-making, this checklist helps firms choose tech that aligns with their goals and delivers real value.

The Questions to Ask Vendors document is a structured guide to help law firms make informed decisions when selecting legal technology. It covers key areas such as defining business needs, evaluating software features, integration, security, and cost. The document provides targeted questions to assess vendor capabilities, support, and long-term value, ensuring that firms can navigate the selection process with confidence and avoid common pitfalls.

The Consider Prompt Summary is a curated list of all 62 strategic prompts featured throughout Beyond the Features. Organised by chapter and section, this resource is designed to help law firms reflect on key decisions at every stage of the legal tech journey. Whether you’re planning a new system rollout, assessing vendor fit, or reviewing your existing tech stack, these prompts offer a structured way to challenge assumptions, spark conversation, and support smarter decision-making.

The Beyond the Features Toolkit is a comprehensive set of resources designed to help law firms make informed and strategic technology investments. It includes all six documents — a detailed checklist for evaluating legal tech solutions, a vendor evaluation scoring sheet, essential questions to ask vendors, a summary of the consider prompts, a compilation of the quotes from the book, and a budgeting template — conveniently packaged in a single downloadable zip file. 

The Budgeting Template for Legal Tech Investments is a practical tool designed to help law firms plan and manage the costs of new technology solutions. It covers upfront expenses, implementation costs, and multi-year budgeting, ensuring firms have a clear view of both immediate and long-term financial commitments. This template simplifies the budgeting process, helping firms make informed investment decisions that align with their financial strategies. 

The Vendor Evaluation Scoring Sheet is a practical tool designed to help law firms systematically compare legal tech vendors. It provides a weighted scoring system based on key criteria such as functionality, cost, integration, and support. By allocating scores to each vendor across these categories, firms can objectively assess and rank potential solutions, ensuring a transparent and data-driven selection process. 

The Quote Cards resource features a collection of memorable quotes and insights from Beyond the Features, perfect for sharing, presenting, or sparking discussion. Each card highlights a key idea from the book—whether it’s a reminder about strategic planning, a warning against shiny object syndrome, or a nudge toward user-focused design. Ideal for team workshops, leadership sessions, or internal comms, these cards bring key concepts to life in a concise, visual format.