Legal Print this and bring it to every vendor demo. If a vendor can't answer these clearly, that's information too.
Law Firm Automation Vendor Checklist
- Does it integrate with your practice-management system and document store?
- Where is client data stored, and is it encrypted in transit and at rest?
- Will the vendor sign an agreement covering confidentiality and data handling?
- Does it meet your state bar's technology-competence and confidentiality expectations?
- What is the realistic implementation timeline, and who does the work?
- Is training included, and what does ongoing support cost?
- Can you export your data if you leave, and in what format?
- What is the all-in first-year cost, including setup and training?
- Is there a pilot or trial to validate the savings before committing?
- What happens to your matters and data if the vendor is acquired or shuts down?
From Legal Ops Guide · legalopsguide.com