3 Steps for Successful Legal Tech Platform Migration

First Reviewed : July 1, 2022
Last Reviewed: July 1, 2022

Migrating to a new legal technology platform can be a significant step for a company’s in-house evolution.

Tariq Hafeez, LegalEase Solutions

Legal tech platform migration is a big step in the right direction for legal departments looking to scale up their legal transformation strategy. Some of the reasons that legal departments migrate include updating their legal tech approach, fine-tuning their transformation goals, or as the ABA notes – finding a service provider better suited to their needs. 

Tariq Hafeez, President of LegalEase Solutions says in an article on Law.com that successful legal tech platform migration boils down to just 3 integral steps. Follow these steps to make sure that your legal department gets the most out of the migration. 

1. Mobilizing a Platform Selection Team 

An article by Gartner forecasts that by 2025, legal departments will increase their legal technology spend by 300%. With budgets, goals, and requirements in mind, this team can brainstorm and anticipate needs and expenditure before approaching migration.

Individuals on board the platform selection team can include

  • General Counsel or associate General Counsel
  • Stakeholders in IT and finance
  • Project Manager 
  • Business Development Executives

2. Creating a Use Case Strategy 

The goal of legal tech platform migration is to solve the legal department’s needs. In order to do so, a use case strategy has to be formulated. This can be created in conjunction with the platform selection team. Stakeholders, the integration team, and users of the platform will need to be apprised and their feedback collected. 

With this use case strategy in place, it’s easier for legal departments to block out seemingly interesting features with no value. A customized use case strategy also helps determine which service provider offers the best value, inclusive of all the features needed to match their goals.

While sales teams at legal tech companies can offer assistance, it is more constructive to get in touch with the company founders and developers. An even better approach is to have legal department team members attend in person legal tech events. They’ll be able to interact with legal tech providers and compare several at the same time. 

3. Review Vendor Support Options 

Migrating to a new legal tech platform isn’t where this journey ends. Beyond implementation, legal departments need to evaluate legal tech providers’ support services. 

Although some legal tech platform providers offer free product support, this may be for a short time only. A few companies have support services which are paid for. 

Reviewing support service options in the migration selection process is vital to its success. Adopting a new service, and not being able to access support for the same can be exhausting. 

Successful Legal Tech Platform Migration

By utilizing the 3 steps to successful legal tech platform migration, legal departments can get the most out of their strategy. A carefully curated platform selection team that budgets, sets goals, and identifies needs is a key element. They can help the legal department review different providers against their requirements and goals. Finally, the legal tech migration teams can review support services and monitor post-migration success. 

Do you need to migrate your data and processes to an efficient legal tech platform? We have robust technology and supportive teams to guide you along the entire process. 

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