David Lisitsa, founder and director of NewLaw and an expert in legal technology, walks us through the essential steps to implement a legal tech stack tailored to your firm’s needs. From understanding your firm’s requirements to evaluating different software, implementing and training, and optimizing systems post-implementation, this episode is packed with actionable advice.

• How to identify your firm’s tech requirements:
  Discover why defining inefficiencies and non-negotiables is critical before exploring legal tech solutions—and how failing to do so can lead to costly mistakes.

• The right way to evaluate legal tech:
  David explains how most firms don’t test systems properly and provides practical tips for evaluating features, integrations, and vendor claims to ensure your choice meets your firm’s needs.

• Different pieces of a tech stack:
  From practice management systems (PMS) to document management systems (DMS), client portals, VoIP phone systems, and trust accounting software, we discuss the features that matter most and why one system can no longer do it all.

• Planning for implementation:
  Learn how to budget for software beyond just subscription costs, including implementation, customization, and potential disruption to operations.

• Implementation and training:
  Tips for ensuring a smooth rollout, including staff training methods, test runs, and avoiding disruption during go-live.

• Post-implementation optimization:
  Why your tech journey doesn’t end after implementation and how ongoing reviews and phase-two planning can unlock even greater efficiency and profitability.

Whether you’re looking to overhaul your existing tech stack or change one piece of your stack, this episode provides a comprehensive guide to making smarter decisions and avoiding common pitfalls. David’s expert advice is your shortcut to a more efficient and profitable practice.

This episode is brought to you by VXT, the legal phone system that integrates with your practice management system.