The ultimate guide to choosing the right legal tech for your firm.
 
Selecting legal technology is a high-stakes decision—get it right, and your firm gains efficiency, profitability, and future-proofed operations. Get it wrong, and you’re stuck with an expensive tool that no one wants to use.
 
This Legal Tech Selection Checklist is a ready-to-use, structured framework designed to help law firms make informed, strategic decisions when evaluating new technology. Whether you’re looking for a practice management system, document automation, CRM, AI-powered legal research, or a business intelligence platform, this checklist ensures you assess solutions holistically—not just based on features, but on usability, integration, security, and long-term value.
 
What’s Inside:
Step-by-step guide to defining your firm’s business needs before engaging vendors.
Key questions to ask during vendor demos to uncover hidden challenges.
Integration considerations to ensure compatibility with your firm’s tech stack.
Security & compliance checkpoints to protect client data and meet regulatory standards.
Usability & adoption criteria to drive lawyer engagement and firm-wide efficiency.
Budgeting insights to help calculate total cost of ownership (TCO).
Implementation planning guidance to set your firm up for long-term success.
 
Who is this for? 
Managing Partners, IT & Innovation Teams, Legal Operations, Practice Group Leaders, and anyone involved in legal tech decision-making.