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

• 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.

American Bar Association