Five questions to ask before switching your legal tech
From data security to post-implementation support, firms should have a robust checklist of the really business-critical aspects before proceeding with a new technology provider, says Clio
Choosing the right legal technology can be the key to transforming your law firm — but too often firms find themselves locked into systems that don’t deliver what they promised. At Clio we believe knowledge is power, and we’re committed to helping you make informed decisions when considering a switch.
The hidden pitfalls of legal tech decisions
Many law firms sign up for legal tech solutions full of optimism, only to encounter hidden costs, disappointing features, or difficulties transferring their data. Features that seemed user-friendly in a demo may fall short when tested in the day-to-day running of your firm. Extra fees for essential upgrades or data access can creep up unexpectedly, turning what seemed like a smart investment into a financial strain.
At Clio we ensure you know exactly what to expect, so you can avoid these pitfalls. We cut through the noise and flashy sales pitches to deliver transparency and real solutions.
The legal tech litmus test: Key questions to ask providers
Choosing the right platform isn’t just about ticking boxes — it’s about asking the right questions to safeguard your firm’s future. Here’s our checklist:
- Customer experiences: Ask for honest feedback from existing customers. How reliable is the platform under daily stress? What’s the reality of integrating it into their workflows?
- Security measures: Ensure their security protocols meet industry standards. Data protection isn’t negotiable.
- Pricing transparency: Insist on a breakdown of all costs upfront. Hidden fees for extra users, data storage, or ‘essential’ updates, can wreak havoc on your budget.
- Ongoing support: Verify that the support team is available when you need them. A chatbot isn’t enough in a crisis.
- Data portability: Make sure you know how your data can be exported if you decide to switch providers.
These questions help you to evaluate providers on critical aspects like scalability, data security, and ongoing value.
Support you can count on
Switching software can be daunting, especially if support is lacking. We offer:
- Knowledgeable, accessible support — real people, not bots, to guide you through setup and troubleshooting.
- Continuous improvement — we listen to feedback and evolve alongside our customers.
When you partner with Clio, you get support that’s more than just functional — it’s strategic.
Your data belongs to you
Your firm’s data is crucial to your operations. Don’t let any provider hold it hostage. At Clio:
- You control your data.
- We make data exports seamless and free from unexpected fees.
Before switching, understand the provider’s data transfer policies and ensure you can leave on your terms.
Our Commitment: Honest, transparent legal tech
At Clio we’ve seen the difference the right tools can make. That’s why we’re committed to guiding you towards a decision that works for your firm. Our goal is simple: to provide legal professionals with clarity, transparency, and tools designed to make your life easier.
Ready to see how Clio can make a difference? Book a demo. Explore how our solutions align with your firm’s unique needs — no fine print, no surprises.
