Our methodology
Start with the work. Then choose the technology.
A practical approach to understanding your firm, evaluating options and putting the agreed change into use.
From the first question to the work that follows.
These stages describe our approach to legal technology work. The scope, deliverables and timing depend on your requirements and are agreed for the engagement.
Understand the work
Start with your firm's systems, workflows and priorities. Identify the information people need, where work slows down and which constraints the project must respect.
What to agree: An agreed set of requirements, scope and priorities.
Technology advisoryEvaluate the fit
Compare relevant options against those requirements. Consider the work each platform supports, integration needs, licensing, implementation effort and the cost of keeping it useful.
What to agree: A shortlist with a clear rationale and open questions to resolve.
Explore technologyConfigure, migrate and test
Plan the configuration, data mapping and connections before cutover. Use representative records and workflows to check the result, record exceptions and agree how the team will move into the new system.
What to agree: Tested workflows, migration checks and a clear handover plan.
Data migrationHelp people use the change
Build training around the tasks each role performs. Give the team guidance they can return to, make unresolved questions visible and assign responsibility for support after launch.
What to agree: Role-based training and an agreed approach to adoption.
How we workReview and refine
Review how the configuration works in practice. Use feedback and agreed measures to identify the next improvement, rather than assuming the project is finished when the software goes live.
What to agree: Prioritised refinements and clear ownership of the next steps.
Legal operations advisory
Be clear about what the evidence shows.
A project story, a working demonstration and an illustrative scenario answer different questions. Our examples identify their status so you can distinguish work delivered from a proposed design and its remaining checks.
Explore the examplesGive AI a defined task and a reviewer.
Assess the information involved, the approved tools and the checks needed before an output is used. Start with a scoped use case and review its fit for the firm's work before expanding it.
AI strategy and adoptionStart with your firm's priorities.