Practice Management System records work. It does not necessarily improve how work is performed. It allows time records, invoice generation, cashflow predictions, but it doesn't translate to why there are operational bottlenecks, inconsistent reporting, duplicated efforts, communication gaps. Yes, there is a sea of choices for selecting the best technology or rather appropriate technology. Yes, significant time and resources is invested in implementing technology. And then, yes, the discovery hits - technology cannot compensate for unclear processes or undefined operational ownership. My experience of advising on Practice Management Systems and legal operations has led me to ask a different set of questions—both before technology investments are made and after systems are implemented. Looking Beyond the System Instead of focussing on the features of the system, i.e., what it can and cannot do, the focus should be on understanding whether the firm's operational model sup...
In Part 1 , I explored the challenges of AI adoption—particularly around misaligned policies and governance. For leadership, the challenge is no longer whether to adopt AI—but how to retain control over its use. Business Impact - Loss of Control for General Counsels, CIOs: The real issue is not the absence of AI—it is the absence of visibility and control over its use . The result is a systemic breakdown: workflows are automated without oversight, business users solve problems independently, legal teams remain unaware, and compliance team identify risks too late. This creates a loss of operational control across the organization. This is already visible in day-to-day operations: A sales team uses generative AI tools to draft customer contracts, without clarity on approved templates or risk clauses. Employees upload confidential documents into generative AI tools to “get quick insights,” without understanding data exposure risks. Operations teams a...