From Evaluation to Onboarding: How to Manage Technology Changes in Your Firm

Level: Intermediate
Runtime: 60 minutes
Recorded Date: September 24, 2020
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  • Considerations for adapting new technology in their firm, particularly surrounding security and privacy
  • Pros and cons to choosing a technology and whether to custom-build, use off-the-shelf, or use an opensource solution
  • Benefits of using on-premise or cloud solutions
  • What a successful rollout plan looks like and how to get the entire firm on-board
Runtime: 1 hour
Recorded: September 24, 2020


Small law firms may inadvertently tread into ethically murky waters if they don’t fully evaluate tech before trying it out in practice. In large firms, usually tech decisions are driven by a specific person or department. This can cause issues when rolling new platforms out to the rest of the work force.

This session will provide a cursory overview of security and privacy concerns lawyers should consider before evaluating a new technology for their practice. Then, speakers will discuss choosing a technology. Specifically, whether a firm should build their own, buy off the shelf, or consider an open-source solution.

The session will briefly touch on the benefits of on-premise solutions versus cloud-based products. In the second half of the program, the presenters will discuss how to get the rest of the firm excited about new technologies, and what a successful roll-out plan looks like. Throughout the presentation the presenters will showcase best practices on technology adoption and answer questions from attendees to provide actionable advice.

This program was recorded on September 24th, 2020.

Provided By

American Bar Association


Jenevieve Haggard

CTO & Chief Engineer

Jenny Haggard began her legal career as a family law and legal aid attorney. Prior to joining the legal field, she worked as a computer and systems engineer working on projects funded by DARPA, Department of Energy, and the Florida Department of Environmental Protection for over 15 years. Jenny graduated cum laude from Florida A&M University College of Law and in 2014, she co-founded the legal technology company SavvySuit. As the Chief Engineer with a passion for helping legal aids become more accessible, she fearlessly pushes for access to justice through efficient and effective leveraging of technology. SavvySuit projects she's architected include Pro Bono Matters, Florida Fresh Start, and Mycroft.

Eli Mattern

CEO & General Counsel

SavvySuit is a legal technology company in Orlando. Over the years, I've worn many hats. As the head of product, I conducted user tests and UX research, paying special attention to our low-literacy and ADA users. The software we build helps low income people access legal tools, whether it's seeing if they qualify for an expungement or pairing them with a pro bono attorney, our software has helped hundreds of people. As our head of business, I responded to requests for proposal (RFP), project managed development cycles, and developed product budgets. As our General Counsel, I negotiated all of our contracts, wrote all of our terms of use, disclaimer, and privacy policies, conducted all in-house legal research, and defended our intellectual property.

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