Which Case Management System is Right for Our Firm?
This is the big question many law firms face—and one that’s not always easy to answer.
It's common to hear firms say, "We don’t know what we don’t know," which often leads to the instinctive next step: schedule a series of case management system demos and hope that one of them stands out.
But while this “beauty parade” approach may seem like a practical starting point, it often leads to wasted time, confusion, and poor decisions.
Why the Demo-First Approach Doesn’t Work
Imagine walking into a car dealership without knowing what kind of vehicle you need. You’re shown everything from compact hatchbacks to minibuses, with each salesperson explaining why theirs is the best. It's overwhelming, and without knowing your priorities, it's nearly impossible to make the right choice.
Selecting a case management system should be no different.
Without a clear understanding of your firm's needs, challenges, and desired outcomes, you’re effectively shopping blind - and no law firm wants to gamble with something this important.
The Key Step Most Firms Skip
The crucial first step in selecting the right CMS is simple but often overlooked: document your requirements.
This means speaking to your people, understanding what’s working and what’s not, identifying pain points, and defining what your new system must do. When done properly, this step doesn’t just guide the selection process—it underpins successful change management and lays the foundation for a smoother implementation.
How We Can Help
We’ve developed a fixed-fee product designed specifically to help law firms gather and define their system requirements. We interview your team, extract practical insights, and prepare a clear, structured requirements document. This prepares your firm for a controlled, informed selection process - not a guesswork-based one.
We don’t need to be retained for the full project. If you simply want support to get your selection process off to the right start, this service is built for that.
Coming Soon to Our Website
This offering will soon be listed on our website, but in the meantime, if you’d like to learn more, please feel free to send a message or book an introductory call through our contact page. We’re happy to walk you through how this process works and how we’re already helping other firms make smarter system choices.
The takeaway?
Don’t start with demos. Start with clarity.
Document your needs first—and the right system will follow.