A practical kit to take into every vendor demo. Score features, check security, ask the right questions and estimate the return before you commit.
Inside This Guide:
- Feature scorecard. Score every vendor on the same 12 features, from version control and matter-based organization to client portals and e-signatures. Ask them to show you each one working, not just tell you it exists.
- Security and compliance check. Five requirements to tick off only when a vendor has shown or documented them, plus the regulations worth raising, including GDPR, HIPAA, CCPA and FedRAMP.
- Seven questions for every demo. These are the questions that show the real cost and effort: what’s included in the price, who does the migration, and what happens to your files if you leave.
- Metrics to benchmark. Record your baselines before any demo, then run the same tests on every system.
- ROI worksheet. Work out what document admin costs you now in non-billable hours, then line up each vendor’s pricing and one-off costs side by side.
- Implementation plan. Five steps to roll out a new system as a project, not just a file move.
- Where AI fits. Two practical uses today, and what to ask vendors about where your data goes.
Who it’s for:
- Managing partners weighing cost and risk. Practice managers who need something the whole firm will actually use. IT partners who need data control and a clear answer on security. You can use it on your own or share it so everyone scores vendors the same way.
