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Tech Implementation
What Is It
Tech Implementation is the process of executing the configuration, testing, and deployment of legal technology systems in alignment with legal and regulatory requirements. It is the operational stage where strategic decisions and governance frameworks translate into functioning platforms that enable legal teams to work smarter, faster, and more securely.
This station is not just about “switching on” software. It involves tailoring systems to meet the unique needs of legal workflows, embedding compliance controls, and ensuring seamless integration with existing business infrastructure. It is where theoretical benefits become tangible outcomes – or, if mishandled, where projects derail into cost overruns and adoption failures.
Legal tech implementation is inherently high-stakes. These systems often manage sensitive data, govern critical processes, and underpin compliance obligations. A flawed rollout can compromise confidentiality, disrupt operations, and expose the organisation to regulatory risk. Conversely, a well-executed implementation accelerates transformation, enhances agility, and positions legal as a strategic enabler.
Scope
The scope of Tech Implementation includes:
◼️System Configuration: Customising workflows, permissions, and compliance settings.
◼️Integration: Connecting new platforms with existing systems (DMS, CLM, ERP).
◼️Testing: Validating functionality, security, and compliance before go-live.
◼️Data Migration: Transferring legacy data accurately and securely.
◼️User Access Setup: Defining roles and authentication protocols.
◼️Training Enablement: Preparing users for adoption through structured programmes.
◼️Change Management: Driving behavioural alignment with new processes.
◼️Go-Live Support: Providing technical and operational assistance during launch.
◼️Performance Monitoring: Tracking system stability and user engagement post-deployment.
Basic Concepts
Key concepts underpinning this station:
◼️Configuration vs Customisation: Adjusting system settings vs building bespoke features.
◼️UAT (User Acceptance Testing): End-user validation before deployment.
◼️API Integration: Connecting systems for seamless data flow.
◼️Compliance Embedding: Incorporating privacy, retention, and security controls.
◼️Rollback Plan: Contingency for reverting changes if implementation fails.
Resource Status
The Tech Implementation station is considered a Foundational resource within the GLS Legal Operations model.
A Foundational Resource: Is responsible for determining the overall performance capabilities of a “critical” legal function. If it is not optimised, the function can never be optimised.
Best Practice Features
The best practice features of the GLP are as follows:
◼️Detailed Implementation Plan: Documented timelines, milestones, and responsibilities.
◼️Compliance by Design: Embedding regulatory requirements into system architecture.
◼️Pilot Testing: Controlled rollout to validate functionality and adoption.
◼️Data Integrity Protocols: Ensuring accurate migration and preservation of evidentiary value.
◼️Security Standards: Encryption, authentication, and access controls.
◼️Integration Framework: APIs and connectors for interoperability.
◼️Training Programmes: Role-specific education for legal and business users.
◼️Change Management Strategy: Communication and engagement to drive adoption.
◼️Vendor Accountability: SLAs and KPIs for implementation partners.
◼️Post-Go-Live Review: Continuous monitoring and optimisation.
Business Value
The Tech Implementation station delivers the following value to the Business:
◼️Operational Continuity: Smooth transition to new systems without disruption.
◼️Cost Efficiency: Avoids overruns through disciplined execution.
◼️Risk Mitigation: Reduces compliance and security vulnerabilities.
◼️Faster ROI: Accelerates time-to-value for technology investments.
◼️Strategic Enablement: Unlocks advanced features that drive business agility.
◼️Credibility: Demonstrates governance maturity to stakeholders and regulators.
Legal Department Value
For legal teams, Tech Implementation delivers:
◼️Control: Oversight of system configuration and compliance embedding.
◼️Efficiency: Streamlined workflows and automation reduce manual effort.
◼️Defensibility: Documented processes ensure audit readiness.
◼️Collaboration: Structured engagement with IT and vendors.
◼️Future-Proofing: Scalable architecture supports evolving legal needs.
Who Needs It
The Tech Implementation station is essential for:
◼️Legal Departments: Deploying technology to modernise operations.
◼️IT Teams: Managing technical configuration and integration.
◼️Compliance Officers: Ensuring regulatory adherence during rollout.
◼️Risk Management: Overseeing governance and assurance.
◼️Executives: Seeking confidence in transformation investments.
Productivity Consequences
A legal team operating without a Tech Implementation strategy will face a wide range of inefficiencies including:
◼️Configuration Errors: Misaligned workflows and permissions.
◼️Compliance Gaps: Privacy and security controls overlooked.
◼️Operational Disruption: System downtime and user confusion.
◼️Data Loss: Poor migration compromising evidentiary integrity.
◼️Adoption Failure: Users revert to old processes, wasting investment.
Tech Implication
Tech Implementation is inherently technology-driven. Its tech profile includes:
◼️Configuration Tools: For workflow and compliance settings.
◼️Testing Platforms: Automating functional and security validation.
◼️Integration APIs: Connecting systems for seamless data flow.
◼️Monitoring Dashboards: Tracking performance and adoption metrics.
◼️Automation: Enabling retention, access, and compliance workflows.
Additional PAAs
1. What is tech implementation in legal operations?
It’s the process of configuring, testing, and deploying legal technology systems in compliance with regulatory requirements.
2. Why is tech implementation critical for legal teams?
Because poor execution leads to compliance gaps, operational disruption, and wasted investment.
3. What are the steps in legal tech implementation?
Configuration, integration, testing, data migration, training, and go-live support.
4. How do you ensure compliance during implementation?
By embedding privacy, retention, and security controls into system architecture.
5 .What is user acceptance testing in legal tech?
A validation process where end-users confirm system functionality before deployment.
6. Can tech implementation be automated?
Yes, through configuration tools, testing platforms, and integration APIs.
7. What happens if implementation fails?
Operational chaos, adoption failure, and reputational damage.
8. How long does legal tech implementation take?
Typically 8–16 weeks, depending on complexity and scope.
9. What is the role of legal in tech implementation?
Defining compliance requirements and overseeing governance.
10. Does tech implementation affect ROI?
Yes – successful implementation accelerates time-to-value and adoption.
What Next?
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