Security, Automation & Efficiency, Legal Tech, Legal AIMay 02, 2025
Ask smarter questions. Make a better investment.
Before committing to any legal case management platform, it’s critical to dig deeper than surface-level features. This printable checklist will help guide your conversations with potential vendors—covering must-ask questions around security, data migration, scalability, support, AI practices, and more.
Use this tool during your evaluation process to uncover red flags, compare providers side by side, and find a software partner you can trust to grow with your firm.
Download the Legal Case Management Software: Vendor Evaluation Checklist
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Ask smarter questions. Make a better investment. Before committing to any legal case management platform, it’s critical to dig deeper than surface-level features. This printable checklist will help guide your conversations with potential vendors—covering must-ask questions around security, data migration, scalability, support, AI practices, and more.
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