Pete Foster
Client Strategy Director
How data, knowledge and smarter search can transform your firm
Law firms are sitting on a goldmine of knowledge. Most firms have vast data repositories, built over years of casework, client service and internal processes. But finding what you need, when you need it, can still be frustratingly hard.
In an industry where efficiency and trust drive value, the ability to access the right insight quickly can dramatically improve client service, productivity and operational agility.
Making your data work harder
Law firms today deal with huge volumes of data, from client records and case notes to legislation, contracts and internal comms. When used well, this information doesn’t just support your work; it can drive better decisions, faster case preparation, and a more responsive client experience.
Finding the right opportunities and working with the right digital solutions help you cut through the noise:
- Smarter data management: Centralising information and introducing consistent processes ensures lawyers, operational teams and clients find what they need, faster.
- AI-powered search: Internal and public-facing search tools trained to understand legal context can surface relevant documents and insights in seconds, not hours.
- Automated research assistants: Emerging tools, including generative AI, offer reliable first drafts and summaries that save time on routine tasks.
- Digitised workflows: Automating repetitive admin frees up your team to focus on strategy, service and casework.
What’s holding firms back?
Even with the appetite to improve, real-world barriers can slow progress. The most common challenges we see include:
- Too much data: With thousands of documents and various databases across formats and systems, even knowing where to start can be overwhelming.
- Security and access: Balancing confidentiality and compliance with usability is a constant challenge.
- Relevance and accuracy: Search tools need to understand not just what’s being asked, but why.
- Perceived risk to revenue: The standard billable hour model can create tension between efficiency and income.
But improved efficiency doesn’t have to mean lost revenue. Better productivity creates room for deeper client relationships, more strategic thinking, and new and improved services.
Where to start
Change doesn’t have to mean upheaval. A phased approach, grounded in practical planning and supported by the right partner, can deliver tangible value without disrupting your firm’s core operations.
What we recommend:
- Audit what you’ve got: Map your current systems, databases and processes to spot gaps and overlaps.
- Prioritise: Align opportunities and changes with the firm’s business strategy, client demands and competitive positioning, maximising both short-term gains and long-term competitive advantage.
- Choose the right tools: Pick platforms that match your tech environment, compliance needs, internal policies and team skills.
- Test, learn, refine: Pilot new processes with a team or department, gather feedback, then build and deploy.
- Train and support: Change sticks when people feel confident. Invest in ongoing training and clear communication.
- Think long-term: Build systems that grow with you. What works for one office today should work for five tomorrow.
Why the right partner matters
The legal sector has unique pressures bound to reputation, regulation and risk. Off-the-shelf tools or inexperienced suppliers rarely meet the mark.
Partnering with digital and tech specialists who understand legal practice helps you make the most of your knowledge base without compromising compliance or credibility. Look for teams who can:
- Tailor solutions to your firm’s workflows and tech stack
- Offer support through change - not just software
- Translate technical complexity into real-world improvements
- Understand the stakes, from reputation and security to service quality
Ready to act?
If your firm’s knowledge and data feel underused – or your people and clients are wasting time hunting for information – now’s the time to act.
Start a conversation with Pete Foster, our Client Strategy Director, and find out how we can partner with you.