Building the Business Case for Legal Tech

The Legal Tech Implementation Forum session featured John Lindsay, Vice President of Sales at Aracor, which provides AI tools for legal and dealmaking teams; Jon Bartman Co-Founder and Director of The Law Tech Consultancy, who helps law firms and in-house teams evaluate and adopt legal technology; and Tom Martin, CEO and Founder of LawDroid and Spectral Mind, a lawyer and author of AI with Purpose who develops AI solutions for legal professionals. Drawing on legal practice and experience advising firms on technology adoption and implementation.

Martin, a lawyer and author of AI with Purpose, explained his approach to connecting AI investment with clear business objectives. The discussion reflected a shared concern with helping firms move from enthusiasm about technology to practical, measurable improvements. Detailed current roles and organisations were not provided in the transcript.

Overview

The discussion centred on identifying the business problem before choosing technology. Lindsey urged firms to focus on bottlenecks and repetitive work, questioning what would change and whether the investment was justified. Martin introduced his “why equation”: purpose, clarity and alignment to connect technology with clear objectives, measurable outcomes and people’s needs.

Lindsey raised practical questions about data readiness, implementation costs and governance. Martin explained that accessible documents and useful metadata underpin effective AI use. Both stressed the importance of confidentiality, access controls and retention policies, while an audience contribution reinforced the need for oversight when firms build their own infrastructure.

On adoption, Lindsey emphasised that leaders must explain the benefits and remain involved throughout implementation. Martin encouraged hands-on experimentation to help lawyers understand AI’s capabilities and limitations. The discussion highlighted the importance of demystifying technology and building confidence, making people and organisational readiness central to the business case.

Key Takeaways

  • Start with a defined business problem. Identify the bottleneck and the improvement required before choosing a product.
  • Apply purpose, clarity and alignment. Connect the proposed investment with measurable outcomes and users’ needs.
  • Budget for data preparation. Accessible documents and useful metadata are foundations for effective implementation.
  • Include governance from the outset. Examine confidentiality, access, retention and oversight with leadership and operational staff.
  • Make adoption part of the business case. Explain practical benefits, support experimentation and maintain leadership involvement.
  • Look beyond immediate time savings. Capturing expertise in repeatable workflows can create lasting value for the firm.

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