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Legal Tech Stack Audit

Simplify tools. Maximize impact.

Most legal teams have more tools than they need — and less value than they should.

The Legal Tech Stack Audit helps you evaluate what you have, what’s working, what’s not, and what’s missing.
It’s fast, focused, and built to help you realign your legal technology with operational goals and actual usage.

In just 10 minutes, get a personalized snapshot of your tech landscape — with practical recommendations to optimize your stack.

Why legal tech stacks fall apart

Even tech-forward legal teams struggle to manage growing stacks. Here’s what typically goes wrong — and why an audit is the first step toward clarity.

Too Many Tools

Redundant or overlapping platforms create clutter and confusion.

Low Adoption Rates

Core systems are underused — or avoided entirely.

Missing Usage Data

No clear view of what tools are being used — or delivering ROI.

Unclear Ownership

No one’s sure who owns which platform — or who governs change.

Team Misalignment

Legal, IT, and business teams often operate on disconnected platforms.

No Rationalization Framework

Decisions to add or retire tools are based on gut, not data.

What’s included in your audit

5-Dimension Tech Review

Evaluate your stack across core dimensions like usability, integration, spend, and value.

Maturity Level Scoring

Get a clear performance snapshot — from Basic to Optimized.

Usage Snapshot

See which tools are being used, ignored, or doing double duty.

Alignment Analysis

Assess how well your tech supports your workflows and business goals.

Instant PDF Report

Download a personalized summary with clear improvement recommendations.

Optional Strategy Call

Walk through your results with an expert — no pressure, no pitch.

Step 1

Complete the Audit

A guided self-assessment covering system usage, integrations, functionality, and value alignment.

Step 2

Review Your Report

Download a custom PDF showing redundancies, risks, and optimization opportunities.

Step 3

Plan What’s Next

(Optional) Schedule a strategy call to turn insights into action.

How it works

Who should use this

Whether you’re just starting out or refining a mature operation, this tool gives you the clarity to act with purpose. This assessment is made for:

Legal Ops Leaders

Get clarity before vendor reviews, renewals, or budget planning.

CIOs & IT Leads

Cut system sprawl and align legal tech with enterprise architecture.

General Counsel

Streamline tools and improve ROI — without guesswork.

Law Firm Partners

Evaluate platform performance before scaling or switching.

Outcomes you can expect

Here’s what you’ll walk away with:

Clear tech landscape

Understand what tools you have, how they’re used, and where gaps exist.

Overlap & redundancy insights

Spot underused or duplicated tools — and reclaim lost value.

Strategic recommendations

Receive an actionable list of tools to consolidate, retire, or explore.

Immediate next steps

Know exactly what to fix, streamline, or scale — no guesswork.

Cross-team clarity

Align legal, IT, and business stakeholders around one shared view.

Why this audit works

Fast + Focused

Complete it in just 10–12 minutes — no prep needed.

Clarity That’s Actionable

Visual scoring and prioritized output make next steps obvious.

Vendor-Neutral by Design

No sales pitch — just recommendations based on your needs.

Built for Real Decisions

Supports budgeting, rationalization, and internal buy-in — not just curiosity.

“Fast, insightful, and genuinely actionable. We used the report to build our 12-month legal tech roadmap.”

General Counsel

SaaS Company

“The audit opened our eyes to inefficiencies we didn’t realize existed. It made a huge difference in how we prioritized upgrades.”

Director of Legal Operations

Global Healthcare Company

“This audit helped align our tech investments with actual operational needs—saved us time, cost, and headaches.”

Managing Partner

Mid-Sized Law Firm

“The audit report helped us benchmark our tools and processes—and was key to securing executive buy-in for tech upgrades.”

Legal Ops Manager

FinTech Company

What Legal Leaders Say

Trusted by industry leaders

Start smarter. Cut clutter. Gain control.

If your tech stack feels bloated, misaligned, or underused — this audit is your first step toward clarity.

Let's Schedule Your Discovery Call

Tell us a bit about your team — we’ll take you straight to our calendar to book a time that works for you.

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