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.”

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.”

1. Comprehensive Needs Assessment

We conduct thorough discovery to understand your firm’s unique requirements, challenges, and workflow before recommending any solution.


2. 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.


3. Solution Prequalification

Resource Advisors help evaluate technology by prequalifying providers based on their capabilities, saving you from wasting time on unsuitable options.


4. Implementation Planning

We develop a comprehensive implementation strategy tailored to your firm’s needs, timeline, and resources to ensure a smooth transition.