Legal technology is no longer optional. Clients expect digital communication, transparent billing, and efficient service. This checklist covers every system for a modern law firm.
Practice and Case Management
- Cloud-based practice management system
- Matter and case tracking with status workflows
- Calendar and deadline management with court rules
- Conflict checking
- Task assignment and tracking
Document Management
- Centralized document management system (DMS)
- Version control and audit trails
- Document templates with variable fields
- Full-text search across all documents
- Secure external document sharing
Time Tracking and Billing
- Automated time tracking with activity codes
- Multiple billing arrangements (hourly, flat fee, contingency)
- LEDES billing format support
- Electronic invoice delivery
- Accounts receivable management
Client Communication
- Secure client portal for document exchange
- Encrypted email communication
- Automated case status updates
- Online intake and consultation scheduling
- Client satisfaction surveys
E-Discovery and Litigation Support
- E-discovery platform for document review
- Legal hold management
- Deposition scheduling and management
- Evidence organization and presentation
- Expert witness database
Financial Management
- Trust account management (IOLTA compliance)
- Expense tracking and client cost allocation
- Financial reporting by attorney, practice group, and matter
- Budget vs. actual tracking per matter
- Profitability analysis
Knowledge Management
- Internal knowledge base and precedent library
- Research memo repository
- CLE tracking and compliance
- New attorney onboarding resources
- Practice-specific playbooks
Website and Business Development
- Modern website with attorney profiles
- Practice area pages optimized for search
- Content marketing (blog, guides, articles)
- SEO for legal service searches
- Client testimonials and case results
Reporting
- Attorney utilization and realization rates
- Matter profitability dashboards
- Client origination tracking
- Revenue forecasting
- Firm-wide KPI dashboards
Next Steps
Case management and billing are the foundation. Invest there first and build outward.
Ready to digitally transform your law firm? Contact us to plan your technology roadmap.