Legal Tech projects rarely fail because of the technology. They fail because of unclear requirements, missing stakeholder alignment, and underestimated change management. Legal teams that ask the right questions early save themselves costly corrections later.

This checklist guides legal teams through all four project phases — from needs analysis and business case to budget planning, approval processes, user onboarding, and ongoing optimisation. With concrete action items, guiding questions, and a clear phase model built specifically for legal departments.

This checklist gives you a structured foundation to justify your Legal Tech project internally, evaluate the right provider — and set up your rollout in a way that actually works across your organisation.

What you will learn in this checklist

- Why Legal Tech: the key advantages for legal teams and the business
- Planning Phase: team setup and stakeholder mapping
- Analysis Phase: current state, goals, business case, and project plan
- Implementation Phase: kickoff and user onboarding
- Review & Optimisation: how to measure success and scale

Ready to set your Legal Tech project up for success? Download the checklist and get started on solid ground.