Your legal case management team has evaluated providers and has agreed on the two to three who best fit your law firm’s or legal department’s needs. Before fully engaging with one, it is a good idea to take a “practice run” with a few to see how you work together and how their solution fits with real needs of your organization. Here are six steps to help you define your organization’s legal case management pilot project:

  1. Pick a practice area that can benefit from better matter information collection, access, and associated workflow automation.
  2. Evaluate matter intake and a few related matter types with defined data collection, associated documents, and workflows.
  3. Look at three different functional roles (personas) and see how these users supported in their daily tasks, workflow, dashboards, reporting and business objectives.
  4. Evaluate how the solution can best manage a matter throughout its lifecycle.
  5. Look for overall ability to configure and conform to your unique workflows and the flexibility to add additional capabilities from the application eco-system.
  6. Avoid spending too much time in low level details as you can lose sight of the business problem that is being solved which is the primary justification for implementing automated matter management.

Once your team is satisfied with the pilot project, it will be time to move on to gaining approvals within the organization. We’ll tackle the topic in next week’s blog. If you can’t wait until then, we invite you to download our new buyer’s guide:

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.