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Implementation planning

Legal software implementation and migration guide

Plan requirements, data migration, integrations, testing, training and post-launch ownership before committing to a new platform.

Implementation sequence

  1. Define requirements. Document workflows, obligations, users, reports and success measures.
  2. Map data and integrations. Confirm ownership, export formats, APIs and system dependencies.
  3. Evaluate consistently. Use the same scenarios, data samples and scoring criteria in every demonstration.
  4. Test migration. Reconcile counts, permissions, documents, balances and audit history before cutover.
  5. Adopt and govern. Train by role, monitor outcomes and assign ongoing platform ownership.