{"id":98100,"date":"2025-02-19T21:07:24","date_gmt":"2025-02-19T21:07:24","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/legal\/a-concise-guide-to-get-started-on-the-right-track\/"},"modified":"2025-02-19T21:07:24","modified_gmt":"2025-02-19T21:07:24","slug":"a-concise-guide-to-get-started-on-the-right-track","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=98100","title":{"rendered":"A concise guide to get started on the right track."},"content":{"rendered":"


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GETTING STARTED<\/strong><\/p>\n

Upgrading or replacing your practice or case management systems or infrastructure, moving more to the Cloud or taking your first steps to explore and make use of legal AI are all significant steps that take time. Here’s how best to approach an upgrade or replacement project for starters.<\/span><\/p>\n

Bear in mind that success in any IT initiative is often still as much about people as technology. You can achieve results with outdated technology if your team is motivated, although that is becoming increasingly less likely as technology continues to develop. Conversely though, even the best technology will fail if your team isn’t on board.\u00a0<\/span><\/p>\n

Engage your lawyers and staff from the beginning, listen hard to their views and involve them in the decision-making process. There will inevitably be niggles and challenges along the way, so a clear picture of where you want to get to helps a lot to keep the momentum going and component projects to keep moving in the right direction.\u00a0<\/span><\/p>\n

KEY STEPS TO EVALUATE OPTIONS, SUPPLIERS & SOLUTIONS<\/strong><\/p>\n

1. Evaluate Current Systems & Usage<\/strong><\/p>\n

Before making changes, assess if your current system’s issues can be resolved or if it can be used more effectively. This can save costs and minimise disruption. Identify what works well as well as the gaps and frustrations your people feel as you don’t want to go backwards. Identify the most important \/ profitable areas of your business and how IT works there and can be improved there from the outset.<\/span><\/p>\n

2. Identify Objectives & Priorities<\/strong><\/p>\n

There is no perfect one-size-fits-all solution. Identify and prioritise your requirements to know where you can compromise. Engage your staff early in this part of the process as their buy-in is crucial for successful implementation.<\/span><\/p>\n

Identifying priorities will help you to make decisions further down the line. Critical, as there will always be an exercise in balancing different pros and cons of suppliers and solutions. If you haven’t thought this through, it will slow you down.<\/span><\/p>\n

3. Explore AI Potential<\/strong><\/p>\n

AI offers transformative potential in legal services. Discuss it with your clients to help understand how this might impact on your priorities and to identify areas where AI can reliably add value now, such as legal research, document and contract review, client interactions and more. Be cautious as there’s a lot of talk about what’s possible but not reliable yet – but keep an eye on where this is going and work with it now so you don’t get left behind.<\/span><\/p>\n

4. Focus on What Differentiates<\/strong><\/p>\n

Identify what differentiates suppliers in areas critical to your practice. Use a lean selection process to quickly delve into how a new system can work for you and begin building a relationship with your potential IT partner from the beginning. Whatever decisions you make, you will need them to work collaboratively with you to develop and adapt your systems during the years ahead.<\/span>
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Technology is constantly evolving, so you’ll need a partner who can collaborate with you to adapt and develop your systems over time if you want to make the most from your investment of money and time.<\/span><\/p>\n

5. Get the Selection Process Moving<\/strong><\/p>\n