Best practices for 2025: Insights from the Build Better Habits series
From navigating new technology and balancing compliance with client experience, to considering major strategic decisions like M&A, Osprey Approach sources top tips from legal industry experts to help firms stay competitive, agile and resilient in the year ahead
Law firms are faced with numerous opportunities and challenges this year — be it navigating new technology, balancing compliance with client experience, or considering major strategic decisions like mergers and acquisitions. In series 3 of our Build Better Habits webinar, expert panellists provided invaluable insights for law firms looking to thrive in the coming year.
Based on the discussions in our four-part series, here are the best practices for 2025 that law firms should embrace to stay competitive, agile and resilient.
1. The good, the bad and the ugly in investing in legal tech: Be strategic, not reactive
Best practice for 2025: Invest wisely in legal tech solutions that align with your firm’s long-term strategy.
Investing in legal tech is a significant decision, and it’s vital to approach it strategically. Rather than chasing the latest trends, firms should focus on solutions that bring long-term value, improve operational efficiency and enhance client services. Smart investments in legal technology will allow firms to scale and adapt to future demands.
“When investing in legal tech, focus on long-term solutions that solve specific challenges, rather than just adopting what’s trendy.” — Peter Ambrose, CEO at The Partnership
Actionable tip: Before investing in any technology, conduct a thorough needs analysis to ensure the solution fits your firm’s strategic goals and integrates with your existing systems.
2. How to balance compliance requirements and the client experience: Technology is key
Best practice for 2025: Leverage digital solutions to streamline compliance and improve client care.
In today’s regulatory environment, firms must balance the need to meet compliance standards with providing an exceptional client experience. Digital tools like client portals, secure document management and workflow automation can help you streamline compliance tasks while improving client communication and satisfaction.
“Technology isn’t just about ticking compliance boxes — it’s about making the client experience easier and more transparent while ensuring you meet all regulatory requirements.” — Eloise Butterworth, compliance manager at Lester Aldridge
Actionable tip: Use client portals to maintain clear communication, improve transparency and streamline document exchange, ensuring clients are kept informed while meeting compliance needs.
3. How to future-proof your firm’s culture and operations: Adaptability is crucial
Best practice for 2025: Cultivate a flexible and adaptable culture that embraces digital-first solutions.
In 2025, firms need to build a culture that can adapt to rapid changes in the market. Whether it’s integrating new technologies, handling regulatory shifts or adapting to client needs, firms that foster an adaptable culture will be best positioned for success. Encourage your team to be open to change, invest in continuous learning and embrace innovation at all levels of the firm.
“In order to future-proof your firm, it’s crucial to create a culture that is open to change, fosters innovation, and remains agile in the face of evolving challenges.” — Kirsty Pappin, owner of Aries Legal Practice Management
Actionable tip: Foster an adaptable firm culture by encouraging continuous professional development, and empowering staff to adopt new technologies and processes.
4. Should your firm be considering a merger or acquisition? Evaluate with purpose
Best practice for 2025: Approach mergers and acquisitions with a clear strategy, ensuring alignment with your firm’s values and goals.
Mergers and acquisitions can be transformative for firms, but they must be approached with purpose. It’s essential to ensure that any merger or acquisition aligns with your firm’s strategic goals and values. Carefully evaluate the potential for operational synergies, cultural compatibility and the benefits that will be gained for both clients and staff.
“A successful merger or acquisition comes down to alignment — ensuring that any deal fits with your firm’s long-term vision and adds value across operations, clients and culture.” — David Sparkes, CEO and founder of Millbourn Ross
Actionable tip: Before pursuing a merger or acquisition, assess cultural fit, leadership compatibility and operational synergies to ensure the partnership aligns with your strategic goals.
Looking ahead in the year and beyond
The legal landscape is evolving quickly, and law firms must embrace these best practices to stay competitive and agile. By making smart investments in legal technology, balancing compliance with client satisfaction, cultivating an adaptable culture, and strategically evaluating M&A opportunities, your firm will be positioned for success in 2025.
Start implementing these best practices today, and get ahead of the curve for the challenges and opportunities of the next year.
Prepare for a successful 2025
For additional resources and more in-depth insights, visit our Build Better Habits resource hub. You’ll find all four webinar episodes, guides, templates and much more to help you build a smarter, more adaptable law firm.
