Security, Automation & Efficiency, Legal Tech, Legal AIMay 02, 2025

Legal Case Management Software: Vendor Evaluation Checklist

Ask smarter questions. Make a better investment.

Before committing to any legal case management platform, it’s critical to dig deeper than surface-level features. This printable checklist will help guide your conversations with potential vendors—covering must-ask questions around security, data migration, scalability, support, AI practices, and more.

Use this tool during your evaluation process to uncover red flags, compare providers side by side, and find a software partner you can trust to grow with your firm.





SHARE

Related to this article

Security, Automation & Efficiency, Legal Tech, Legal AI

Ask smarter questions. Make a better investment. Before committing to any legal case management platform, it’s critical to dig deeper than surface-level features. This printable checklist will help guide your conversations with potential vendors—covering must-ask questions around security, data migration, scalability, support, AI practices, and more.

Cloud, Automation & Efficiency, Legal Tech, Legal AI

Choosing legal case management software is more than a feature comparison—it’s a long-term investment in your firm’s success. This buyer’s checklist offers the critical questions every legal professional should ask before committing to a platform. From security protocols and customer support to AI practices and transition processes, this guide helps you uncover what really matters beneath the marketing.

Government

NeosGov is a resilient, cloud-based case management platform that combines powerful automation, AI-driven document generation, integrated communications, and real-time analytics—all in one solution. Designed to reduce IT dependency and boost organizational efficiency, NeosGov helps government teams focus on what matters most: serving citizens.

Schedule a Neos demo

Manage your daily operations in less time, so you can spend more time focusing on your clients. See how it's possible.