How to assess new legaltech for your family law firm

How to assess new legaltech for your family law firm

Implementing the right technology can be a gamechanger for how family law firms work—but with so many technology solutions on offer, all promising big benefits, how do you decide what the “right” option is for your firm?

At Clio, we’ve narrowed this down to a three-step process, which you can use to assess any new tech solution your firm is considering. Here’s how to approach this process:

  1. Focus on challenges and pain points first

Start by defining the existing pain points that negatively impact how you operate. Doing so will enable you to better assess if a tech solution will alleviate those issues.

Some of the challenges for your firm may include:

  • Optimising how you work remotely or using a hybrid model
  • Better serving your clients, right from the point of intake
  • Privacy, compliance, and data security issues

While there are many tech options available to law firms, it’s important to remember that your firm or your clients may not benefit from adopting every new technology that you come across. Focus on the quality of benefits (tangible and intangible) and how they fit your firm’s unique needs to decide on the right fit for you.

  1. Conduct a SWOT analysis

Using the SWOT (strengths, weaknesses, opportunities, and threats) method when reviewing potential tech solutions can be incredibly helpful. Some questions to consider include:

  • How much money and time will this software save? (Strength)
  • How difficult and time-consuming will it be to implement the new technology? (Weakness)
  • How much potential increase in profits and/or revenue will the new software generate? (Opportunity)
  • What risks are involved if we adopt the new software? (Threat)

Once you have conducted a SWOT analysis, use it to ask questions of your potential legal software provider. Make sure they can answer each question to your satisfaction and that they can back up what they promise in writing. Go a step further and do your own research and due diligence by trialling the system or asking for a demonstration (Clio offers both a 7-day free trial and a free law firm demo to show how our practice management software can aid law firms; you can schedule a free demo here). Finally, learn how this software works for others in your field. That can include asking existing customers about their experiences or checking out a review site, such as Capterra.

  1. Make a tech adoption plan

Once you’ve chosen your new software, it helps to map out a comprehensive transition and implementation plan.

Your plan should present answers to questions staff may have about how you will implement the new solution, such as:

  • What will the transition/migration period look like?
  • Have you shown firm staff the value of the software?
  • Have you communicated who will be responsible for what?

These three steps could lead you to a software solution that could revolutionise how your firm works.

An expanded version of this article, which includes key questions to ask of your potential provider and tips to make implementing your new software easier, is available here.

Or, if you would like to find out how Clio’s practice management software stacks up for family law firms, request an obligation-free demo here.


This article was submitted to be published by Clio as part of their advertising agreement with Today’s Family Lawyer. The views expressed in this article are those of the submitter and not those of Today’s Family Lawyer.



The law is complicated enough—make running your firm easier.
Clio, the leading cloud-based legal case management software, provides everything conveyancing firms need to:
  • Organise cases and matters in the cloud
  • Deliver superior client service (including a secure client portal)
  • Do more billable work (in less time)
  • Meet compliance and security standards (including GDPR and SRA)
  • Manage your firm with ease
Clio is working in partnership with The Law Society of England and Wales and is an Approved Supplier for The Law Society of Scotland.
UK Solicitors love Clio’s case management software.
  • “Choosing Clio has been the best decision I’ve made as a sole practitioner. Clio has transformed how we work, so we can be the best law firm for our clients.” — Sarah Khan-Bashir MBE | SKB Law, Bradford
  • “Over the past three years, Clio has become the essential tool for our firm’s growth.” — Arun Chauhan | Tenet Law, Birmingham
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