Modernising compliance & client onboarding: how mid-sized firms are transforming with Clio & Legl
Timestamps
00:03 - Why firms start reconsidering their PMS
00:12 - How modern law firms should think about their tech stack
00:17 - Winning buy-in & overcoming fear of change
00:24 - How midsize firms roll out new tools without overwhelming teams
00:32 - Misconceptions about migrations
00:39 - Final advice
Key Takeaways
- Legacy systems are holding firms back; poor support, no innovation, limited integrations.
- Client expectations have changed; digital onboarding, visibility, and online payments are now essential.
- AI and modern tech stacks are no longer optional; firms not adopting them are falling behind.
- Successful migrations require planning, people, and process; not just technology.
- Modernising is a phased journey; start with clarity, clean data, strong workflows, and the right partners.
