Ebook

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?

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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.

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In this guide, you’ll find:

1

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

2

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

3

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

4

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