Your workflows are your practice manual, capturing how your team thinks, works, and delivers results. Every matter, document, and client interaction depends on these workflows and how well your legal tech stack connects.

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At the center of it all is your practice management system (PMS), the backbone of your firm’s operations. Your PMS connects your people, matters, and tools and is the foundation for every other piece of technology you use.

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Choosing the right PMS is one of the most important technology decisions your firm will make. Whether you’re starting fresh or replacing an outdated system, the process can feel daunting.

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That’s why we’ve partnered with the legal tech consultants at New Law to create this guide. It walks you through how to design a legal tech stack that fits the way your firm actually works,  starting with the right foundation: your PMS.

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Inside, you'll learn:

• The exact questions legal tech consultants ask during demos
• How to identify pain points in your matter workflows
• How to set goals and dealbreakers for new tech
• How to evaluate onboarding and implementation for new tech
• Integration tips (and why an integrated phone system like VXT matters more than you think)
• Hidden productivity costs no one talks about when implementing new systems
• A checklist for demo calls