Getting a budget for legal tech shouldn’t be this hard, yet most in-house legal teams hit the same roadblocks. While IT teams halt deployments because of security concerns, CFOs freeze at upfront expenses. Ultimately, the most significant issues they face are addressed by the very tools they resist, including contract management systems and legal expenditure management software.
It appears to be a challenging endeavor to obtain certification for your legal technology stack due to the following reasons:
- CFOs are required to substantiate investments with evident cost reductions.
- IT departments must guarantee security and compatibility.
- Legal teams are managing increasing workloads while operating with constrained resources.
But in this blog, we will help you navigate how you can get your CFO or IT team to approve your legal software stack, so continue reading if you are struggling with something similar.
Answering Common Objections with Appropriate Discussion Points
Submit technology requests in a way that promotes approval.
The path to modernization starts by understanding the priorities of every stakeholder involved. Let’s examine ways to obtain a “yes” without facing the usual challenges. The good news is that modern legal tech, like spend management systems and AI contract review tools, is designed to address these exact concerns. The key aspect is to synchronize your presentation with the priorities of every stakeholder:
For CFOs: Demonstrate how legal expenditure analytics convert erratic costs into controllable budgets.
For IT: It demonstrates enterprise-level security components such as data encryption, Single Sign-On, and Multi-Factor Authentication, along with seamless integrations.
For Legal Teams: It emphasizes how automation can manage routine tasks, like reviewing NDAs, allowing a focus on strategic priorities.
What CFOs Like and Why Legal Software Matters
CFOs work in a domain of spreadsheets, predictions, and effects on financial results. When engaging in discussions about legal technology, it’s crucial to communicate effectively, emphasizing two main points: quantifiable cost savings and straightforward financial oversight.
The beneficial aspect is that legal operations tools are created to provide both. CFOs work for vigilance in their expense management and have demonstrable returns on their investments. Show them how legal technology can result in cost reductions. The most common issues a CFO might raise consist of:
Objection: “Legal Tech Seems to Be an Unneeded Cost”
When CFOs Say “We Can’t Afford This”
Let’s be real, when you ask for a legal tech budget, most CFOs hear: “Another software subscription that’ll collect dust after 6 months.”Here’s how to change that conversation:
The Hidden Costs They’re Not Seeing:
- That $/hr outside counsel reviewing the same boilerplate NDAs
- The email threads are just to find the latest contract version
- The “urgent” billing audits every quarter when expenses spike
What Mattersuite Fixes?
This isn’t about buying technology, it’s about stopping the bleeding:
✔ Slash outside counsel hours by automating 60% of routine reviews
✔ Catch billing mistakes before they’re paid
✔ Actually predict legal spend so budgets stop being a guessing game
What IT Teams Care About (Security & Integration)
IT departments’ function is characterized by risk assessments, compliance checklists, and system stability. When assessing legal technology, their focus narrows down to two essential criteria: enterprise-level security and seamless integration. Legal tech solutions are developed with these particular demands in mind. Software safe and compatible with current systems is necessary for information technology. Among the major problems an IT staff could run across are:
Objection: “Is This Legal Software Adequately Secure for Our Data?”
IT teams are rightly hesitant about new software claims, having seen many vendors overstate their security features. IT requires software that meets strict security standards and works with existing systems. Contemporary tools like MatterSuite offer:
- Top-grade security features to make sure data remains secure, either in transit or at rest.
- Cloud-based infrastructure featuring built-in security features.
One-time login (OTL) and two-step authentication. Comprehensive GDPR compliance for global data protection.
“Is Legal Software Secure?”
Answer: MatterSuite combines data encryption, Single Sign On, multi-factor authentication, with flawless integrations.
Objection: “Will this cause problems or disrupt our Current Tech Stack?”
IT teams are scared of becoming the division that, with a faulty integration,” broke production.”
IT teams need solutions that ease rather than complicate their environment. MatterSuite easily interfaces with your current tools.
- LawPay, PayPal, and QuickBooks are among the payment solutions.
- Microsoft OneDrive and Dropbox make up cloud storage.
- Although it is the official calendar application offered by Google, it still offers support for Outlook.
- Custom SMTP arrangement for email and alerts
Advantages of Implementation:
• API-first approach for customized workflows
• Deployments with nil downtime
• Sandbox testing platform for secure validation
A conclusion that gets your Legal Team Approved
Getting your CFO and IT staff to say “yes” is about fixing their most significant challenges before they even question, not about selling software.
Imagine this:
Knowing security is bulletproof, not simply “compliant,” your IT team can breathe easy.
Your legal team is concentrating on strategy rather than chasing paper and resolving billing errors.
The secret? Begin modestly, show swiftly, and scale intelligently.
- Select one point of suffering: contracts, billing, or compliance.
- Run a 30-day “no-risk” pilot (measure hours and money saved)
- Let the findings speak; spoiler: they will urge you to increase utilization.
“The best legal teams are strategic, not only effective; yours should be as well.”
