Technology, Readiness, Selection & Implementation

Surveys suggest that Legal Departments are unsatisfied with 75% of their technology. Some experts believe that there is no such thing as bad technology, only bad processes and implementations. While UpLevel Ops does a significant amount of client work helping correct implementations gone awry, we’ve also found that selecting the appropriate technology is equally essential. Our North Star, though, even with the very best technology, is that implementations without doing the necessary people (resourcing and change management, together!) and process readiness work will almost always result in failure.

In addition, we’ve seen scenarios in which an overly complex technology has been selected and deployed (unsuccessfully) when a simple process or tool would have sufficed. UpLevel Ops excels in aligning our very practical assessments of your available resources and our expertise in process design with thoughtful, strategic technology selection, optimization, and implementation in cases where technology will actually help you get to the next level. We work in a phased approach to ensure that any technology solution we recommend integrates seamlessly and will enhance your legal department’s (and, where possible, your enterprise’s) existing tech stack. By going deep into stakeholder needs and requirements, we ensure your team is ready to move forward with confidence. We meticulously select solutions that resonate with your department and company’s culture while avoiding common pitfalls to ensure they move the needle against your objectives and drive maximum ROI.

How UpLevel Ops Can Help

What’s a Legal Department to do? How do you know when you need technology, a Success depends on performing the proper readiness work, understanding your requirements, selecting the right partner and/or technology, and employing best practices during the rollout. UpLevel Ops works with your team to understand stakeholder priorities and requirements, evaluate existing technology, and optimize it to ensure you get the most value from your investment.

Technology Readiness, Selection, and Implementation Services from UpLevel Ops are centered on leveraging technology to enhance legal processes and overall operational effectiveness. We begin by:

• Assessing Your Technology Needs: Evaluating the current technology stack within the legal department and identifying gaps where existing technologies can be optimized or, if needed, where new technologies could be beneficial.
• Facilitating the Evaluation and Selection Process: Choosing the right technology solutions to fit your legal department’s unique needs is no small task. We help you by identifying and prioritizing your requirements and tech use cases, mapping your processes, considering factors like budget, compatibility and integrations with existing systems, and specific legal operations goals, and developing demo scripts for prospective tech vendors to follow so you are much more able to evaluate the options in a targeted manner.
• Technology Implementation: UpLevel Ops can oversee and provide project management for the rollout of new technologies, ensuring they integrate well with existing processes and systems and that change management and enablement help drive adoption for all relevant users.
• Continuous Support and Optimization: We can also provide ongoing best-practice coaching to support your efforts to drive continuous improvement, further optimization, and day-to-day administration of the technology, keeping you up to speed on advancements and new features in the systems you have selected.

By integrating both Process Enhancement and Enablement as a complement to Technology Readiness, Selection, and Implementation, UpLevel Ops helps your legal department achieve a higher level of operational excellence and readiness for future growth and challenges. Whether for Contract Lifecycle Management, Workflow Automation, Document and Knowledge Management, adoption of Generative AI, matter management, eBilling, and outside counsel management, UpLevel Ops has your back.

For more information about specific ways we seamlessly optimize integrations with partners such as Checkbox, please talk to the UpLevel Ops Advisory Team today.

Get Started

To get the conversation started with UpLevel Ops, please fill out this form, or email us at info@uplevelops.com.

We look forward to hearing from you soon.

“ULO collaborates and supports our projects effortlessly and delivers practical, insightful solutions.”

“We’ve partnered with UpLevel for 6+ years and they are a true extension of the SimpleLegal team. ULO collaborates and supports our projects effortlessly and delivers practical, insightful solutions. We regularly recommend UpLevel to prospective and current customers who need business process implementation guidance or review and optimization of their current practices.”

– Craig Raeburn, VP of Sales & Customer Success, SimpleLegal