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LegalPat Migration ToolKit
Free resources to help your law firm move from legacy systems to smart, scalable solutions.
Technology transitions don’t have to be overwhelming. At LegalPat, we believe that the right guidance can turn a migration into a moment of clarity, growth, and renewed efficiency. This toolkit includes three downloadable resources designed to help law firm leaders assess readiness, compare software platforms, and lead smarter vendor conversations.
Migration Readiness Worksheet
Quickly assess your firm’s technical, operational, and cultural readiness for switching platforms. Identify gaps early and score your overall preparedness.
Platform Evaluation Scorecard
Compare leading legal case management platforms side-by-side: Clio, Filevine, Smart Advocate, and Rocket Matter. Easily document must-have features and demo feedback.
Top Questions to Ask Your Vendor
Ask the right questions during product demos and procurement calls. From security and support to costs and customization—this checklist ensures no surprises later.