If you set up your legal case management platform evaluation team with the right functional areas like we recommended early on, you should have an easier time gaining necessary approvals since stakeholders were engaged from the very beginning.

If you still must gain approvals from executive decision makers, here are a few tips to make the process as painless as possible:

  1. Communicate effectively. Understand the information needs of each stakeholder. Your CFO will want to know different information than the end user. Avoid using technical jargon and acronyms if they aren’t required. Listen to feedback and make sure everyone knows their opinions are valued.
  2. Give a clear rationale for a new legal case management platform. Clearly define the project goals and scope. Include background information about the current situation and what the expected benefit will be.
  3. Be explicit about the benefits of improved case management. Explain how each of the benefits will be measured so improvements can be assessed after the software has been implemented.
  4. Identify risk and how it will be managed. By identifying risks up front, your team is demonstrating to senior leadership that they will be properly managed, should they arise, and not affect the delivery of the project.
  5. Understand the approval process. Many law firms and corporations have specific processes for investing in new initiatives. Understand and support this process.


Over the past few weeks, we’ve shared our thoughts on the journey through evaluating and selecting a new legal case management platform. If you’d like to read our complete Buyer’s Guide to Legal Case Management, you can find it here:

Download the Law Firm Buyer’s Guide to Legal Case Management here.

Download the Corporate Legal Department Buyer’s Guide to Legal Case Management here.