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Strategic Audit and Review

We help our clients by reviewing their IT, Legal Operations and/or Knowledge Management and identifying practical improvements to enhance efficiency.

Our strategic reviews...

...are grounded in the needs of the organisation.

...are aligned with the organisation’s business strategy.

...are practical.

...seek to maximise the use of existing tools and technology where appropriate.

...address culture and working practices as much as technology.

We have recently undertaken strategic reviews in the following areas

  • IT strategy

  • Legal Operations Technology review

  • Knowledge Management review

  • IT infrastructure and cloud

  • Software selection and implementation

  • Data security procedures and practices

  • Legal process improvement

  • Legal Project Management

  • Product integration

  • Master Data management

We have also provided organisational structure and behavioural advice and change management in the following areas

  • IT team structure

  • KM team roles and structure

  • PSLs / KDLs / Innovation

  • Legal Ops roles

  • Change management

  • Training (especially IT training)

  • Partnership management and appraisals

Recent projects

  • We have conducted multiple IT Strategy Reviews for law firms and other professional services practices.  We assess the infrastructure, applications, security, service levels and IT team in the light of the business’s current and likely future needs in order to produce an IT strategy and roadmap including a detailed and prioritised project list.  We then assist firms in rationalising what they have and filling any gaps, and if appropriate evaluating and selecting outsourced IT service providers.  

  • The Covid-19 pandemic has shown just how important it is for organisation to have a robust knowledge plan and the appropriate team and resources.  With a dispersed workforce, the ability to access knowhow and templates remotely and to make the most of document automation, contract review and other legal technologies has become essential. 

  • Several firms have used our services to conduct a review of the effectiveness of their Knowledge Management teams, systems and processes. Our well-honed process involves consultation with the business in a manner designed to take up as little of their time as possible, engagement with senior management and other stakeholders, client consultation where appropriate and a review of KM activities and staffing against the priorities of each part of the business.  Our reports deliver practical recommendations and a roadmap to achieve improvements. 

  • We have conducted reviews of the Legal Operations of in-house legal teams and reviewed the legal technology available to them, making recommendations as to how existing technology could be better utilised, and identifying requirements for improved processes and software. 

  • We have conducted reviews of firms’ Document Management systems, identifying areas where efficiency and risk management could be improved by configuration changes, the implementation of additional modules and the provision of supplementary training.

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Vivienne Williams

Managing Partner, BLM

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We have worked with the team at 3Kites since 2009, engaging their consultants on various initiatives ranging from project management to interim IT Director and many others in between. The team has grown over the time that we have worked together but retains the strong values that convinced us to work with them in the first place.  As Managing Partner, I particularly appreciate their no-nonsense, honest approach to work as I know that I can trust them to consider the needs of the business above any software or services provider that we might be working with or considering.  They have a deep understanding of the legal sector and will take the time to get under the skin of our business to identify what is needed - they are happy to roll their sleeves up one day and innovate the next where this is called for.  Trust is a word often used cheaply but here, in relation to 3Kites, it is well deserved.

Areas we work in

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Strategic Audit and Review

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System Review and Selection

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Fractional IT Director