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Draftable has recently added email track changes — a very useful workflow for when a junior sends their emails to a senior solicitor for review. If you’d like a demo or want to see how it can integrate with the rest of your stack, feel free to reach out.

Exciting opportunity for those in Sydney next month. A free legal tech conference you wouldn't want to miss, featuring Jack Newton and the Fear & Greed team. https://lnkd.in/gHYPDvgD

One of the best things about ALPMA is seeing colleagues in person. It’s not just about systems and demos—it’s about conversations, ideas, and the chance for lawyers and vendors to let their hair down together. Thanks to Miriam Bryce for doing such a great job pulling it all together. Now that the dust has settled, it’s worth asking what firms should be thinking about when weighing up new technology. AI The question isn’t whether a product “has AI”—it’s how it actually works with your practice. Can it securely connect to your PMS/DMS, are matters pre-indexed or does it require manual uploads, can it query across an entire matter file rather than a handful of documents, and can you add your own precedents, playbooks, or know-how to shape the outputs? These are the questions that determine whether AI will be genuinely useful or just a demo feature. Workflows and automation Still one of the most effective levers for scale. Intake, conflict checks, document creation, billing, and reporting all benefit from well-designed automation that matches how your firm operates. Precedent automation Precedents are more than templates—they’re deliverables that can be billed and governed like products, with versioning and usage tracking. Value and billing Whether on fixed fees or hourly rates, firms need data to evidence the value they add. Automatic time capture helps scope, price, and manage matters more effectively. Integrations Most firms are running multiple systems. The differentiator isn’t any single feature, but how well PMS, DMS, AI, AML/KYC, CRM, VOIP, payments, reporting, and precedent automation connect. Legacy systems Many firms are still on older platforms. The real challenge is knowing what the future stack should look like and how to move there without disrupting day-to-day work. ⸻ The thread through all of this is due diligence. Asking the right questions about access, indexing, integration, migration, and cost of ownership makes all the difference. At https://hubs.la/Q03JttYH0, we help firms navigate that process—providing independent advice on vendor due diligence, system selection, implementation, and data migration—so your future tech stack works the way your firm needs it to. #ALPMA2025 #LegalTech #LawFirmManagement #AIforLaw #PracticeManagement #DocumentManagement #Automation #PrecedentAutomation #ValueBasedBilling #TimeCapture #Integrations #DataMigration #LegacySystems #Clio #Actionstep #LEAP #Smokeball #NetDocuments #iManage #Bundledocs #SmarterDrafter #LawHawk #Mitimes #VXT #FeeSynergy #SendPayments #easyAML #FirstAML #APLYiD #InfoTrack #Luminance #HabeasAI #Airia #AutogenAI #LogicFirm #DyeAndDurham #LegalOperations ⸻

Don’t let your tech investment be a shot in the dark—pilot your software in real life before you commit. A couple of matters run through the software is worth more then 3 months of hypothetical planning, design, and process mapping. We often see teams buy software with little or no hands‑on time. Out‑of‑the‑box tools often sparkle on day one; deeper platforms may not—but that should be factored into your analysis, not used as a reason to skip real testing. Two practical types of pilots depending on the software function: A) Add‑on tool (low friction, zero productivity hit): Examples: AI chronologies, appointment booking, precedent/automation libraries. • Understand the core use case for the software. • Provide a one page instructions to the pilot team. • Measure: time saved per task, error rate, staff satisfaction, and rework. B) Full platform (higher effort, bigger insight): Examples: new Practice Management System, DMS, all‑in‑one billing/time. • Run a whole matter end‑to‑end in the current stack and the potential future stack. • Set up separate trust and office accounts to test billing & accounting for real: trust receipts, transfers, disbursements, write‑offs/credits, and reporting. • Exercise intake → conflicts → document automation → email filing → time capture → approvals → invoicing → archive. Guardrails that make the pilot meaningful: • Side‑by‑side rule: legacy stays production; pilot shadows the workflow. • Give staff participating the time and structured criteria for provision of feedback. • Scoring fairness: give out‑of‑the‑box tools credit for speed‑to‑value; give comprehensive platforms credit for configurability, integration fit, security/compliance. Weight the scorecard accordingly. Run it, learn fast, then scale what works. #LegalTech #LawFirmInnovation #LegalOps #PracticeManagement