Wrapping up the year with a countdown of top legal technology tips for success
Over the past 12 business days, we’ve shared our 12 Days of Legal Technology Tips series on LinkedIn, a collection of our most actionable insights and memorable best practices from the last year, covering everything from process optimization to shifting regulatory compliance deadlines.
Whether you followed along each day or are catching up now, this blog is your ultimate recap. Here, we’ll revisit all 12 tips, spotlight the key themes that emerged, and share how you can put these insights into action. Ready to dive in and build a stronger legal strategy for the year ahead?
During the 12 days of legal technology tips, Mitratech gave to me…
- A smarter way to manage legal spend
- The keys to choosing the perfect workflow platform
- A streamlined workflow for managing legal requests
- A roadmap to thrive in the era of Gen-AI
- A guide to avoiding red flags in matter management
- Best practices for navigating legal holds
- The five pillars of legal spend success
- Actionable insights from outside counsel data
- 9 questions for smarter document software selection
- 10 SMART goals for legal operations professionals
- Insights for evaluating law firms beyond the billable hour
- Guidance on clear and effective legal hold notices
On the 1st day of legal technology tips, Mitratech gave to me… a smarter way to manage legal spend!
Did you know that 90% of law firms are exploring Generative AI tools, and over 10% are already deploying them? The integration of structured data and AI can help you gain 2-3x the ROI by effectively tracking, reviewing, and analyzing expenses related to legal matters, invoices, and time entries. It’s time to capitalize on these emerging technologies (or risk getting left behind)!
But exactly how do you leverage these tools to streamline legal operations, enhance transparency, and drive efficiency? That’s precisely what our ebook, AI in Legal Spend Management: Maximizing Efficiency with Managed Bill Review (MBR), unveils.
Discover how combining AI-driven technology with legal spend expertise can help you achieve:
- Faster payment cycles for you and your law firms
- AI-enabled analysis and categorization of legal spend
- Fully-integrated, centralized managed bill review, e-billing, matter management, and legal spend analytics
- Low-value work eliminated for attorneys and managers, especially as it relates to legal bill review
- Incremental savings on total legal spend over life of the program
- Uniformity in the processing and application of billing data
- Benchmarking data across billions of dollars and millions of time entries
- Scalability on demand
- Law firm compliance
- Detailed insights to inform critical outside counsel resourcing decisions
On the 2nd day of legal technology tips, Mitratech gave to me… the keys to choosing the perfect workflow platform!
Not all automation platforms are created equal. Some empower your team with flexibility and collaboration, while others trap you with rigid pricing models and clunky integrations (while trying to pass as “low-code”).
That’s why, we’ve created a guide so you can confidently embrace the transformative potential of workflow automation by selecting a platform that meets the exact needs of your organization.
For example, you should always keep an eye out for software that:
- Provides no-code capabilities
- Allows for robust integration
- Secures collaboration with external parties
- Enables scalability and growth
- Enhances decision making through granular reporting
Don’t let the wrong platform hold your team back. The right steps can ensure your team is able to confidently embrace the transformative potential of workflow automation.
On the 3rd day of legal technology tips, Mitratech gave to me… a streamlined workflow for managing legal requests!
Every day, the average office worker receives an average of 120 emails. Legal professionals likely receive even more. Thankfully, a “legal front door” can help automate, streamline, and elevate your legal operations, reducing the need to rely on memory and email.
It’s time to reclaim your inbox and simplify your processes. Dive in to discover:
- How legal teams use “look and feel” to improve user experience
- What kind of logic is operating on the back-end of a workflow intake form
- What kind of data and analytics the legal front door can provide
Uncover how a Legal Front Door can transform your team’s workflow today.
On the 4th day of legal technology tips, Mitratech gave to me… a roadmap to thrive in the era of Gen-AI!
Generative AI is reshaping the legal landscape, with major firms making significant investments in this transformative technology. But what does this mean for General Counsel, and how can they leverage this shift to their advantage?
Our latest insights, featuring data from AdvanceLaw and perspectives from a panel of experts, shed light on:
- How law firms are adopting Gen-AI to drive innovation
- The critical factors GCs prioritize when evaluating legal technology
- The evolving implications of Gen-AI on training, staffing, and pricing
By understanding these trends, legal teams can position themselves to navigate and capitalize on the opportunities that Gen-AI brings. Explore more about how to build a strategy that maximizes the value of this emerging technology for your organization.
On the 5th day of legal technology tips, Mitratech gave to me… a guide to avoiding red flags in matter management!
Matter management solutions vary greatly in quality and capabilities. That’s why it is important to know which warning signs (and green flags) to keep on your legal team’s radar.
Whether you’ve had the same matter management software for years or are working on adopting a new solution, it helps to understand the key indicators of outdated, inefficient, or incompatible systems (or risk paying the price in the long run!).
Here are 4 red flags to keep an eye out for:
- Lack of customizable capabilities
- Stagnant or overly flashy feature development
- Inadequate support and expertise
- “Too-good-to-be-true” pricing
Instead, look for a matter management system that:
- Provides customizability to match your workflows seamlessly
- Has a commitment to innovation and continuous improvement
- Offers committed partnerships throughout
- Fits your budget
Explore all the red flags in detail and discover tips for identifying them early, ensuring you can focus on spotting the green flags.
On the 7th day of legal technology tips, Mitratech gave to me… the five pillars of legal spend success!
Managing legal spend isn’t a solo act — it’s a team sport. Success depends on giving the right stakeholders access to the right information, at the right time.
To accomplish this, aligning your people, technologies, and processes into a single strategy will be paramount – especially as law firm rates continue to climb and internal resource constraints increase the pressure on legal departments. The right spend management platform can give you complete control over your financial management process with transparency into outcome metrics to help you deliver accurate forecasting and best-in-class value.
Achieving this requires focusing on the five key pillars of legal spend success, each designed to help your team optimize resources and streamline processes:
- Sourcing: Do you have the right people, to do the right work, at the right time?
- Intake: Can you gather data and actually leverage it?
- Collaborate & Execute: Can you ensure tight collaboration with your firms and internal team to execute on critical work at speed?
4. Optimize & Control: Can you drive productivity and compliance through integrations, automation, and AI?
5. Drive Insight: Understand Your Operations to Make Informed Decisions
Start here when it’s time to evaluate your legal spend management strategy.
On the 8th day of legal technology tips, Mitratech gave to me… actionable insights from outside counsel data!
Collecting data is just the beginning — the real value lies in how it’s used. In-house teams must move beyond data collection to take strategic action, whether assessing performance or tracking expenditures. By identifying relevant data, understanding its significance, and fostering collaboration, organizations can unlock the full potential of their external legal partnerships, driving greater efficiency and transparency in legal operations.
Beyond firm rates, regional coverage, subject matter areas, etc., some data worth considering when evaluating a firm for an incumbent spot or solving a new matter include:
- Who would be the firm staff on this matter?
- In disputes, does the proposed team have connections with the court and/or opposing counsel?
- What is the firm’s fee estimate, and what assumptions underpin it?
- How many of the timekeepers are from historically underrepresented groups?
The ultimate purpose of leveraging outside counsel data is to guide strategic decisions and deliver positive outcomes for the organization. A data-driven approach empowers in-house teams to gain a competitive edge, mitigate risks, and optimize legal spend with precision, securing its spot as one of our top 10 legal tips from 2024.
On the 9th day of legal technology tips, Mitratech gave to me… 9 questions for smarter document software selection!
From evaluating features like conditional logic and questionnaires to pressure-testing a tool’s scalability, knowing what to ask when selecting your document automation software is make-or-break. That’s why we’ve put together 9 must-ask questions to help you make the best decision for your practice.
Ready to discover what is most important when selecting your document generation software? Uncover questions to consider during the selection process, such as:
- Are the available questionnaires static or dynamic?
- Can it handle conditional logic?
- Can you pull information from other databases into the document?
Dive in to discover the full list of must-ask questions and begin generating legal documents with efficiency, precision, and reliability.
On the 10th day of legal technology tips, Mitratech gave to me… 10 SMART goals for legal operations professionals!
Did you know that something as simple as goal setting can help your team drive greater efficiency, compliance, and strategic value? But not just any goals, targeted, actionable SMART goals are your path to success.
By focusing on specific, achievable targets, legal operations teams can align more closely with business priorities, streamline workflows, and demonstrate clear value. Ultimately, SMART goals not only sharpen team focus but also empower legal operations to become a proactive force within the organization, continuously evolving to meet new challenges.
Not sure where to start to set benchmarks for your team? We’ve got you covered with 10 sample SMART goals for legal operations professionals to jumpstart your path to success. From increasing stakeholder satisfaction & improving feedback loops to increasing contract compliance through automated audits, these SMART goals will contribute to your department’s overall success.
On the 11th day of legal technology tips, Mitratech gave to me… insights for evaluating law firms beyond the billable hour!
Giving back is more important than ever which is why firms are now increasingly getting evaluated on their pro bono efforts, DEI initiatives, and alignment with ESG goals.
Consider the following to foster impactful partnerships going into 2025:
- Prioritize firms that share your values in DEI, ESG, and social responsibility
- Assess pro bono contributions and innovation alongside traditional expertise
- Leverage tools like panel sourcing and selection to make data-driven decisions about firm alignment and performance
This time of year reminds us of the importance of collaboration and community — and that includes choosing partners who help drive both business success and positive change.
On the 12th day of legal technology tips, Mitratech gave to me… guidance on clear and effective legal hold notices!
A well-crafted legal hold notice ensures that key stakeholders understand their responsibilities, preserve the right data, and meet critical deadlines.
Key elements include:
- Defining the scope
- Identifying custodians
- Outlining clear preservation instructions
But beyond the content, effective communication – training sessions, reminders, and tailored notices – are just as vital. An effective legal hold process is a bit like insurance — if you don’t invest in it now, you’re sure to need it later (and not having it could be costly). Drafting and communicating a legal hold notice is the first step in this critical process. Learn how to ensure yours are clear and effective before running into costly errors.
Your Next Steps for Legal Excellence
The 12 Days of Legal Technology Tips series was designed to equip legal professionals with practical strategies to navigate challenges, streamline processes, and drive impactful results. As we wrap up, we hope these tips inspire you to take proactive steps in strengthening your legal operations and staying ahead of industry demands. Want help applying them to your business? Connect with our team today!
Looking for even more actionable insights and future-focused trends? Join us at Mitratech’s Interact 2025, where legal leaders from around the world will gather to explore the latest innovations, share best practices, and shape the future of legal operations. Don’t miss this opportunity to dive deeper into the topics that matter most to your organization.
