Making the business case for legal intake and workflow automation software

In the digital age, having the right intake and workflow automation software can be a game-changer for any legal team. But how do you convince decision-makers to invest budget in a tool when there are competing priorities and limited resources?

In this guide, we’ll walk you through a step-by-step guide to building a robust case that demonstrates the value, aligns with organizational objectives, and showcases a clear return on investment.

In this guide, you’ll find:


A deep dive into how the right intake and workflow automation software impacts operations, compliance, and productivity for legal teams.


How intake and workflow automation aids business departments like Sales, Marketing, Engineering, Product, and HR in fostering better collaboration.


A step-by-step approach to understanding needs, gathering evidence, and building alignment with the right stakeholders.


A sample ROI calculation worksheet for making the case to win the right budget.