How to Convince Firm Partners to Upgrade Legal Software

Law Firm partners

How to Convince Firm Partners to Upgrade Legal Software

Ready to say “good riddance” to your firm’s aging software but struggling to get the buy-in from the partners? Download this template to put together a bulletproof business case on how a cloud-based legal software program will make the firm more efficient, secure, and future-ready.

Whether you’re an associate, paralegal, or tech-savvy team member, this template is your tool to drive meaningful technology change at your firm. 

  • Customize to your firm’s unique needs: Replace placeholders effortlessly to tailor the proposal to your firm’s specifics.
  • Craft a personalized pitch: Address outdated system risks, compliance challenges, and the quantifiable returns of cloud-based software adoption to frame a narrative that gets your boss’ attention.
  • Strategically position your firm for future growth: Empower your proposal with real-world data on efficiency gains, client satisfaction, and revenue streams.


This guide was originally published by Clio, the world’s leading legal technology provider. Learn more at