Webinar

Assembling a Legal Technology Stack

Watch PwC NewLaw and Checkbox discuss mapping legal tech stacks, prioritizing processes, evaluating vendors, and balancing quick automation wins with longer AI optimization strategies.

00:01 Welcome & intros (Min; guest Alex—PwC NewLaw)
02:05 Quick poll on current stacks (most have 1–2 tools)
03:39 Framing the problem before tools
04:09 Map your tech ecosystem (M365/Google, collab, DMS) to avoid duplication
05:00 Build a process inventory (intake, contract review, marketing review, etc.)
05:30 Sort into 4 buckets: Stop doing / Outsource / Do differently / Optimize
07:24 Focus buckets for tech: Do differently (automation) & Optimize (AI, analytics)
08:24 Prioritization: define problem → benefits → who benefits → how to measure
10:17 Effort vs impact matrix; mix quick wins + longer plays
11:15 Examples: ops platforms (longer, broader value) vs NDA doc automation (fast wins)
12:46 Solution taxonomy (simple): Automate vs Optimize
13:20 Automate low-value (e.g., NDAs → cut 80% time); reallocate lawyers to higher value
14:25 Optimize high-value (AI contract review) — slower to stand up
16:34 Implementation cadence: months for quick automation vs longer AI journeys
17:34 Trends: start with legal ops systems (intake, workflow, KM)
18:37 Then automate low-value work (workflow + docgen)
19:05 Where to research vendors: Stanford CodeX, Legaltech Hub, emerging registries
20:40 Beware search bias; ask experts, conferences; PwC perspective
22:06 Evaluating vendors (SMB/boutique): build a report card from your requirements
23:57 Score every demo, shortlist, run round-two / PoC
25:23 “Get-through-the-door” checks first: SSO, data residency, ISO, infosec
26:43 Don’t waste vendor time; screen before demos

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