The Clifford Chance Applied Solutions team recently held a webinar speaking through the key stages of building a business case for document automation (or any other legal technology). We structured this session to allow attendees to understand how we build a business case and why. Highlights are below.

Scoping and qualification 

The most important part of a business case, in my opinion, is this initial stage where you establish the scope of your project, including; 

  • Problem first, solution after - identifying how the business currently operates and where you would like to get to ensures you are implementing technology for the right reasons 
  • What does success look like? - this includes a look at the return on investment (ROI)
  • Starting - identifying the document for automation
  • Timeline - starting with a clear timeline will ensure the project is kept on track


Ensure you have some internal champions by understanding their part of the business will help move the project along. You need too:

  • Understand their levers - individually and as a team
  • What is the value of this project specific to them (or what's in it for them?!)
  • What will lose their interest

Business Case

Now you have taken the time to complete the qualification and identify the internal champions you are ready to build the business case. Most of the leg work has already been completed, now it's just a case of putting pen to paper. A key tip is to remember who your target audience is. Don't use technical terms or acronyms they may not understand! If you are curious to hear more about this stage, get in touch and I am very happy to provide details.

Once the business case has been approved, the next step is to buy and implement your solution. It's always best to pilot a solution or try a proof of concept in the first instance, before implementing at full scale.

If you'd like further detail, get in touch; or watch a recording of the webinar here.