CLE
UPCOMING

Legal Ops Tech Triage Part 1: Assessing your Foundation

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18 Mar, 2026 | 
2:00 PM EST
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60mins
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Virtual event
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1.0 Credits

Legal leaders are often playing catch-up, constrained by legacy tools, sunk costs, and day-to-day demands of overloaded legal teams. Despite bigger budgets, larger tech stacks, and more tools than ever, in-house legal teams still face the same fundamental question: how do we get more work done without increasing cost or complexity?

What tools do we have at our disposal? How much technology do we really need? When does building in-house create flexibility? Can we start small with what we already have? If we go with a vendor, how do we avoid buying a platform that gathers dust in six months? How much will it cost? And underneath all of it, where do we even start?

Part 1 of this free continuing legal education (CLE) course bring structure to these questions. We'll walk you through today's most prominent legal tech tools, share how to figure out what fits your team (not someone else's), and explore the tradeoffs between building custom solutions or going third-party. You'll leave with a clearer framework for prioritizing legal operations initiatives, selecting the right tools for your team, and investing time and resources where they’ll have the greatest impact.

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Privacy CLE Agenda

Today's tech landscape

  • Overview of foundational tools (Microsoft 365, Google Workspace) and advanced features like PowerApps, Power Automate, and Power BI
  • Specialized legal platforms: matter management, spend management, e-billing, document management, CLM, e-discovery, and privacy/data protection
  • Where AI fits in—and where it doesn't yet

Assessing where you are

  • Conducting a technology inventory and mapping current workflows
  • Surveying stakeholders to identify pain points and gaps
  • Building a tech roadmap and maturity model that reflects your organization's real constraints

Build vs Buy: Making the call

  • Timeline realities: 3 months or less for DIY vs. 6-12 months for enterprise platforms
  • Cost and resource requirements for each path
  • Organizational factors that should drive your decision—executive buy-in, IT partnerships, internal expertise

Vendor selection done right

  • Researching the market: benchmarks, conferences, demos, and comparison tools
  • Engaging your team in the evaluation process
  • Getting meaningful feedback before you commit

Contracting & Implementation

  • Navigating security assessments, procurement, and contract negotiation
  • Project management essentials: building your implementation team, setting realistic timelines, UAT planning
  • Training strategies that drive adoption—not just deployment

Q&A

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