Legal Tech Consulting + Strategy

  • Knowledge Management Strategy
  • Requirements Gathering
  • Technology Strategy & Evaluation
  • Information Architecture
  • Digital Workspace Strategy
  • Content Governance

In the early stages of a new legal technology initiative – a client portal, law firm intranet, knowledge management platform, matter intake workflow, or collaboration tool – stakeholders start calling for a technology decision before the requirements are fully defined: what to build, for whom, drawing on which knowledge, and against which workflows. The project team has a high-level grasp of the problem, but not the depth needed to define it.

That’s where the work fails: not at the build, but at the definition. Unclear scope, misaligned stakeholders, and a roadmap no one believes turn into stalled portals, directionless intranet rebuilds, and governance work no one adheres to.

Knox Design Strategy provides legal tech consulting to help law firms define the problem, align stakeholders, and develop the strategy, requirements, and roadmap needed to support successful legal technology and knowledge management initiatives.

The best legal tech decisions start with people, not platforms. What do they do, how do they actually work, and where does the process break down?

What this practice covers

Knowledge Management Strategy – Effective knowledge management for law firms starts long before selecting a technology solution. What does the firm actually need to organize, who needs access to it, and where do the current workflows and systems break? Knox Design Strategy performs a current-state assessment, conducts stakeholder interviews, and determines user needs.

Requirements Gathering – What to build, for whom, drawing on which knowledge, and against which workflows. Knox Design Strategy surfaces stakeholder needs, resolves the conflicts between them, and documents business and functional requirements so the team has a clear target instead of a moving one.

Technology Strategy & Evaluation – With the problem identified and user requirements documented, is the right answer design, build, configure, or buy? Whether the solution involves legal knowledge management software, a custom-built application, a law firm intranet, or a third-party platform, Knox Design Strategy conducts the evaluation against prioritized issues and collaborates with the team to reach a consensus the firm can defend to leadership.

Information Architecture – How content, people, and tools relate, and how attorneys and staff should move through them. Most of what’s wrong with internal digital systems is organization – the wrong things grouped together, navigation that mirrors the org chart instead of how people work, and search that misses.

Digital Workspace Strategy – Law firm intranets, extranets, client portals, and legal collaboration tools are more than communication platforms – they are the digital workspaces attorneys and staff rely on every day.

Content Governance – A new system fails fast if nobody owns the content inside it. Knox Design Strategy creates a governance playbook: ownership by section, lifecycle rules, approval workflows, and the process for exceptions and one-off escalations. Practical, written down, ready to operate.

Strategy Before Technology

Most law firms don’t struggle because they chose the wrong legal tech platform. They struggle because they implemented technology before fully defining the problem it was meant to solve.

Knox Design Strategy helps firms align people, processes, content, and technology before implementation begins. The result is a clearer roadmap, stronger stakeholder buy-in, and digital solutions that support the way attorneys and legal staff actually work.

How Knox Design Strategy works with your firm

  • Discover – Stakeholder workshops and interviews, current-state assessment, process mapping, problem definition.
  • Strategize – Business and functional requirements, information architecture, governance framework, design/build/buy decision, project roadmaps.
  • Guide – User experience strategy, partner selection, implementation advisory.

Previous work

  • Defined the vision, user stories, workflows, and product roadmap for an Am Law 50 client portal, working alongside the firm’s knowledge management and innovation team.
  • Led a technology evaluation for an Am Law 100 firm: stakeholder interviews, prioritization of requirements, user stories, and wireframes.
  • Took an Am Law 100 firm’s matter intake from a tangle of workflows and integrations to a single digital application.
  • Created multiple Content Governance Playbooks for law firm intranets: ownership, governance process, content lifecycle.
  • Worked with C-suite at a law firm insurance organization to set technical goals and priorities, then delivered a visualized three-year project roadmap.

Build a Stronger Foundation for Legal Technology Success

Whether you’re planning a law firm intranet, evaluating knowledge management software, developing a client portal, or improving internal workflows, Knox Design Strategy’s legal tech consulting helps firms define the strategy before the technology decision is made.

Let’s discuss your firm’s needs.

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