Practice Management System consulting

Independent evaluation, no vendor relationships. We help NZ law firms choose and implement the right PMS.

Choosing a new Practice Management System can be one of the most consequential decisions in moving your firm forward. The wrong choice is expensive to fix. The right choice, implemented well, changes how the firm operates.

We offer advice on current PMS solutions in the New Zealand market. We are vendor neutral and help you through the due diligence process in selecting the right PMS for your firm.

How we work

  1. 01

    Requirements assessment

    Before we mention a single vendor, we spend time understanding how your firm actually works: workflows, pain points, and standard process.

  2. 02

    Vendor shortlist

    Based on the requirements, we leave you with the options that genuinely fit.

  3. 03

    Demo facilitation

    Vendor demos are sales exercises. We structure them so you're comparing like-for-like, asking the questions that tend to get glossed over, not the ones vendors prepare for.

  4. 04

    Due diligence

    Contract terms, data sovereignty, NZ trust accounting workflows. The things that get glossed over in the sales process.

  5. 05

    Migration planning

    The vendor migrates your legal data. We handle the IT infrastructure changes running alongside.

  6. 06

    Ongoing Strategy

    Your firm now has access to a technology partner that understands law software and systems. Have clarity and understanding when dealing with your vendors.

Ready to talk?

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