When law firms review too many software demos without guidance, they overlook the requirements that sparked the initial search. That’s why we bring only qualified solutions and expert partners to limit “demo burnout.”
Comprehensive Needs Assessment
We conduct a thorough discovery to understand your firm’s unique requirements, challenges, and workflow before
recommending any solution.
Stakeholder Engagement
During our discovery meetings, stakeholders and staff engage in open dialogue, asking critical questions and sharing
insights to ensure buy-in from everyone.
Solution Prequalification
Resource Advisors help evaluate technology by prequalifying providers based on their capabilities, saving you from wasting
time on unsuitable options.
Implementation Planning
16 | P a g e R e s o u r c e A d v i s o r s W e b s i t e
We develop a comprehensive implementation strategy tailored to your firm’s specific needs, timeline, and resources,
ensuring a seamless transition.
Approach
“A law firm self-migrated to another billing solution, not knowing it would
not meet their needs. They tried again, the second time, and reached out
to us to implement the solution they should have chosen in the first
place.”
Graphical Numbers, number-stepped flow chart, or Icons

  1. We Get It Right the First Time: Many law firms come to us after unsuccessful implementation attempts, often having tried
    on their own multiple times. They recognize the value of our expertise in guiding them to the right solution.