CLE
ON-DEMAND

Legal Ops CLE - 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 brings 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.

Legal Ops 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

Speakers

Jeff Reisner
Jeff Reisner
Legal Ops & Tech
Axiom

Jeff Reisner is a legal operations leader with more than 20 years of experience helping in-house legal teams modernize how they work through technology, process improvement, and strategic alignment. He has led legal tech and operations initiatives across corporate legal departments, banks, fintech firms, and large enterprises, delivering solutions that reduce costs, improve visibility, and strengthen compliance. Jeff brings deep expertise across platforms including Onit, Agiloft, Coupa, OneTrust, and Microsoft Power Platform, with hands-on experience in e-billing, contract lifecycle management, matter management, and workflow automation. Known for his practical, solutions-oriented approach, Jeff partners closely with legal, compliance, and business stakeholders to translate operational challenges into scalable, measurable results.

Register

Dont miss this opportunity to gain valuable insights and strategies from leading experts in the field. Register now to secure your spot. 

Don't forget to register for part 2!

Dive deeper into the legal ops tech landscape as we explore vendor selection, implementation, and common red flags.

Register Here

Legal Ops 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