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Strategic Audit and Review

We help our clients by reviewing their IT, Legal Operations, Knowledge Management and/or client onboarding processes 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. 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 

  • Knowledge Management 

  • IT infrastructure and cloud

  • Software selection and implementation

  • Data security procedures and practices

  • Legal process improvement

  • Legal Project Management

  • Product integration

  • Master Data management

  • Client onboarding (conflicts, KYC, AML)

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. 

  • We are helping firms upgrade their intranets to provide better communication and engagement wherever staff are working.

  • We have reviewed business acceptance/client onboarding processes to ensure efficient gathering of data to support risk assessment and regulatory compliance. This has in some cases involved the selection of third-party tools to provide AML/KYC screening.

  • 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.

  • We are helping our clients plan for future office environments, ensuring they have the tools in place to support hybrid working 

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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.

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Richard Baker
Managing Director,
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In the short time that we have worked with 3Kites, it has become a trusted partner for my IT team and has helped me to provide greater structure and control within a fast moving IT environment.  3Kites is also helping to keep our Aderant PMS implementation on track, reflecting a pragmatic application of the extensive experience that its consultants have.  I especially value the common sense, plain speaking and practical advice in complex areas where jargon is often used.  My only negative in relation to these guys is that we weren’t introduced to them some years ago as that would have provided additional help and guidance for our journey at an earlier stage.

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

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