How to Prepare for a Smooth Adoption of Legal Tech

Lawyers and legal professionals are trained to be highly skeptik and are often hesitant to adopt technology. And in today’s post pandemic reality, legal teams are being forced to make the technology transition quicker than ever. 

Implementing a product while changing team habits and culture can be challenging, but after helping many successfully adopt LeasePilot’s technology, we have gathered a few key tactics that help companies quickly utilize new technology.

Set Expectations & Goals with Your Service Provider

With any new technology it takes time before you can start maximizing your return on investment. Most companies will have a plan to expedite your user experience but it is important to make your expectations are aligned beforehand. 

Ensure you communicate what your main goals are for the platform to your new service provider, that way the onboarding team can tailor the implementation process accordingly. It helps when everyone is on the same page about why you purchased the product in the first place.

Internal Communication 

It’s important to prepare your team when adopting a new piece of technology, especially those who will see a significant shift in their day-to-day tasks. 

Involving the team in the implementation process is often a good way to make them feel included in the new decision, and it empowers them to steer the project in a direction that ensures they are receiving the value they need from the project.

Be sure to clearly communicate the reasons you purchased the technology with the team, such as the problems you’re looking to overcome or the goals you would like to achieve.

Understanding the Implementation Process 

An implementation strategy should be in place to help you understand the benefits the technology has to offer. We encourage you to work closely with the product’s Customer Success team as they have been through the process of new adoption many times and are aware of the common blockers for new users. If a part of their strategy doesn’t make sense to you, or if you typically learn in a particular way, communicate that to them so they can adjust their strategies accordingly.

Allow your Team Time to Adjust 

While it is important to be considerate that adopting new technology often comes with an adjustment period, try to maintain structure throughout the process. 

Don’t hesitate to put deadlines on accomplishing certain milestones. Customer Success teams can usually help you determine what is realistic and achievable.

We find it can be useful for everyone to block time towards implementing technology on their own after training sessions. This allows users to become independent and move at a steady pace with the technology. When you go too long between training and putting the training into practice, it significantly decreases the efficiency of the learning process.

Check In 

We encourage you to ask your team to provide feedback and share that feedback with the provider. It is also important to attend each of the scheduled sessions as a part of the implementation process so that you don’t lose momentum. 

These check-ins are critical for early successes, trust us when we say that no support team is setting meetings just for the sake of hitting a quota. These are usually well-planned and impactful.

Stay Up to Date

It is important to stay in the loop when it comes to your technology provider for updates and important improvements. When updates happen, take a few minutes to browse and see if any new feature could work for you. After all, these updates are built around the user. 

If you have questions about how a feature can benefit you or your firm specifically, the Customer Success team should be able to point you in the right direction!

Like incorporating any new habit into your routine, adopting new technology for your team can be tough. It takes courage to try something new, resilience to keep going, and optimism to see the big picture. But the payout can be huge for those who can incorporate a new tool or process, usually seen with improvements in efficiency, communication, and collaboration.

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