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System Selection and Review

We help firms understand their requirements and select systems that meet these requirements. We our independent of all suppliers and use our tried and tested methodology utilising our templates to provide a thorough but streamlined approach.

Image by Javier Allegue Barros

Our approach

We start by engaging with users and system and process owner. We ask the right questions and have the understanding to interpret the answers so that they can be translated into practical investment decisions. We identify requirements, engage with suppliers, conduct a tender process, and analyse and present supplier responses. We help clients make decisions which are best suited to their specific needs.

Our team

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A unique selling point of 3Kites is the diverse background of everyone in our team, ranging from lawyers to project managers and IT professionals. When undertaking a software review or selection activity we use those in our team with the best skills and experience to meet your specific requirements.

Our team comes from a range of backgrounds including:


Law Firm Partners


Business Analysts


Knowledge Directors


IT Directors


General Counsel


Risk and Compliance Partners




Software Vendors


Project Managers


Cloud Specialists

Reviews and software selected

​Business Management

  • (Financial) Practice management

  • Work intake

  • Data analytics, management information and dashboards

  • Client relationship management

  • External counsel management

  • E-Billing

  • HRS including recruitment, onboarding and LMS 

Delivering Professional Services

  • Document management

  • Knowledge management

  • Case and matter management

  • Contract management

  • Document automation

  • Contract review and AI

  • Intranets

  • Extranets and client portals

Example projects

We have been involved in more than 75 Practice Management projects, including requirements gathering, product selection, and project managing the implementation.  We have also assisted firms in improving their use of an existing PMS in order to derive better value from it.  Our clients have ranged from large international law firms to single office organisations.

We have undertaken multiple Document Management System selection projects, assisting firms with the design and configuration of the selected systems in order to meet the requirements gathered. 

We have worked on multiple Case and Matter Management projects, reviewing existing systems, selecting new ones and being involved in the detailed specification and configuration of case workflows.

We have been involved in over 80 Knowledge Management projects, ranging from firm-wide KM reviews, to the specification and implementation of knowledge repositories and new intranets. We are regularly involved in training and mentoring knowledge managers.

We have experience of completing work intake/Client Matter Inception projects with a range of firms, reviewing the technology being used, the processes being followed and the use of central resources.  Our legal experience enables us to appreciate the compliance requirements of these processes in depth.  We have assisted firms in evaluating software products against requirements both for client and matter inception and for managing client terms.

We often assist firms with strategies for the timing of replacements, eg where a PMS and case system is being replaced by two separate products.  We help with integration strategies such as linking an HRS or CRM system as an input for data in a PMS.  We also help with preparation for the implementation through process and data mapping exercises along with policy and reporting reviews.

Client references

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Richard Baker
Managing Director
Stephens Scown

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.

Have a challenge that you would like to talk through?  We'd love to hear from you:

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