We guide your legal department from initial process analysis through vendor selection, so you invest in tools that actually fit how you work.
You're about to invest in legal technology. Before you commit to any platform, you need to understand what you actually need. We work alongside your team to map your current processes, define functional requirements, scan the full vendor landscape, and build the business case that gets your project funded. The result is a clear, evidence-based path to the right technology — not just whatever had the best sales deck.
What do you actually deliver? A functional requirements document, a weighted vendor shortlist, a structured evaluation scorecard, an ROI model, and an implementation roadmap. Everything your team and your CFO need to move forward with confidence.
How long does it take? Typically 8 to 14 weeks from kickoff to final vendor selection, depending on the complexity of your organization and the number of stakeholders involved.
Who needs to be involved? We work primarily with the General Counsel or Head of Legal, plus key users from the legal team. We also coordinate with IT, procurement, and finance when needed for integration and budget alignment.
We map your current legal processes end-to-end, interview key stakeholders, and produce a detailed functional requirements document. This becomes the foundation for every decision that follows.
We scan the full market, score vendors against your requirements, and deliver a shortlist of the three to five platforms that genuinely match your needs. No hidden agendas, no preferred partnerships.
We design structured demo scripts, coordinate vendor presentations, and lead scoring workshops with your team. Every platform is evaluated on the same criteria, so the comparison is fair and transparent.
We build the ROI model and executive summary that gets your project approved, support contract negotiation, and deliver a concrete implementation roadmap. You enter the next phase with full alignment.
Most legal tech projects fail not because teams pick the wrong tool, but because they skip the homework. Requirements are vague, demos are unstructured, and the final decision comes down to whoever had the best sales deck. We exist to make sure that doesn’t happen to you.
By the time we’re done, you’ll have a decision grounded in evidence, a business case your CFO can sign off on, and a clear roadmap for what comes next.
Let’s start with a conversation about where you are and where you want to go. No pitch, no pressure.
What do you actually deliver?
A functional requirements document, a weighted vendor shortlist, a structured evaluation scorecard, an ROI model, and a concrete implementation roadmap. Everything your team and your CFO need to move forward with confidence.
How long does it take?
Typically 8 to 14 weeks from kickoff to final vendor selection, depending on the complexity of your organization and the number of stakeholders involved.
Who needs to be involved from our side?
We work primarily with the General Counsel or Head of Legal, plus key users from the legal team. We also coordinate with IT, procurement, and finance when needed for integration and budget alignment.
Are you truly vendor-neutral?
Yes. We have strategic partnerships with platforms like Ironclad and DocuSign, but our recommendations are driven entirely by your requirements. If the best fit is a tool we've never worked with before, that's what we'll recommend.
What if we already have a shortlist?
We can start from any point. If you've already narrowed it down, we'll validate your shortlist against structured criteria, run the evaluation process, and help you build the business case for final approval.