Template Ownership
Templates that anyone on your team can maintain, not dependent on a handful of specialists that's user friendly and free of code. This speeds things up, handing valuable time back to your lawyers.
Integrated Document Workflows
A connected stack between precedent/forms, templates and documents, not a collection of workarounds. A few clicks is all it should take.
A Launchpad for AI Drafting
Firms exploring AI-assisted drafting need structured, governed, API-accessible templates to do it safely. Getting the infrastructure right now means being ready when the opportunity arrives.
Inside the guide
The Playbook To Successful Migration.
Drawn from real migrations. Every section addresses a problem we've actually solved with leading law firms.
01
The Cost of Staying Put
Why staying with exiting technology could be holding your firm back.
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02
Planning the Transition
How to audit, sequence, and phase a migration without disrupting fee-earners.
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03
What Changes for Your Lawyers
Learn about the practical benefits that will be felt across your organisation.
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04
Driving Adoption
How the firms that got it right proved value straight away and what made them successful
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Learn more below.
Preview · Chapter 01
Sticking with existing tech is becoming more expensive.
More and more firms are realising this. But before you decide whether to move, it helps to see the full picture. Middleware, specialist consultants, and the hidden labour of template maintenance add up quietly.
From the guide
"The headline cost of staying looked manageable. The total cost of ownership told a different story."
"Every firm we speak to describes the same pattern: a platform that made sense at the time, and a cost base that has quietly grown around it."
✚ What the chapter covers
• Why total cost of ownership is rarely what it appears on and outside of the invoice
• The specialist dependency conundrum, and what happens when those people leave
• How legacy integrations create ongoing maintenance costs most firms don't track
• The strategic cost of falling behind in AI readiness, lawyer experience, and competitive positioning
Preview · Chapter 02
The firms that get this right start smaller than you'd expect.
A migration doesn't have to be a big bang. The firms that do it well begin with a focused audit, pick the right first wave, and build momentum from there.
From the guide
"Migration is the single best opportunity you will get to clean house."
"Running old and new systems in parallel isn't a compromise, it's the thing that makes lawyers feel safe enough to engage."
✚ What the chapter covers
• How one firm found that over three quarters of their template library was obsolete, before migration even started
• How to sequence what moves first to maximise early impact
• Who you need in the room, and why
• What a realistic timeline looks like from audit to full portfolio live
Preview · Chapter 03
Same document. Same fields. Everything else gets better.
The biggest concern in any migration is what lawyers will notice. The short answer is: less than you'd think. This chapter explains what actually changes, and what doesn't.
From the guide
"The template that used to sit in a specialist's queue can now be updated by the template owner directly."
"The lawyers who were most sceptical before go-live are often the ones who notice the least afterwards."
✚ What the chapter covers
• What changes for lawyers on day one and what stays the same
• How integrations with your DMS and existing tools are handled
• Why rebuilding templates, rather than copying them across, is what makes the difference long-term
• What the transition looks like from every seat in the firm
Preview · Chapter 04
Technology is the easy part. Adoption is the challenge.
Most legacy automation projects didn't fail on technology. They failed because lawyers didn't use them. This chapter covers what the firms that got it right did differentl and how to make sure yours follows the same path.
From the guide
"Sometimes seeing the solution in real life is all you need."
"When the internal story shifts from 'we switched platforms' to 'this saved us hours on the last deal', sceptics become advocates."
✚ What the chapter covers
• See how one firm built firm-wide adoption from a single pilot template
• Why lawyers and template owners need different approaches and what each looks like
• How to prove value in the first 30 days and let advocacy do the rest
• How to turn your earliest users into the people who bring everyone else along
The Migration Guide
Get the guide.
Discover a framework you can apply straight away.