Beyond the Features

Legal Tech Selection Checklist

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.

Questions to Ask Vendors

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.

Beyond the Features Toolkit

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 four documents— a detailed checklist for evaluating legal tech solutions, a vendor evaluation scoring sheet, essential questions to ask vendors, and a budgeting template— conveniently packaged in a single downloadable zip file. 

Budgeting Template for Legal Tech Investments

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. 

Vendor Evaluation Scoring Sheet

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.