All Resources
Practical frameworks, templates, and guides to accelerate your legal technology initiatives.
54 resources
AI Readiness Assessment
Evaluates organisational readiness to adopt AI across strategy, data maturity, infrastructure, workforce capability, and governance. Produces a readiness score and priority roadmap.
AI Security & Privacy Assessment
Structured security and privacy assessment for AI tool procurement. Covers model training on client data, data residency, encryption, access controls, and AU Privacy Act alignment.
Legal AI Vendor Comparison Matrix
Side-by-side comparison of leading legal AI platforms across capability, AU data residency, security, pricing, and integration. Updated quarterly by DJM.
AI Risk Assessment Template
Structured risk assessment for legal AI deployments. Covers bias, hallucination, privacy, confidentiality, and regulatory compliance risks. Outputs a risk register with mitigations.
AI Governance Framework
Governance framework for responsible AI use in legal operations. Covers acceptable use, risk classification, human oversight requirements, and incident response.
AI Pilot Programme Template
End-to-end template for designing and running an AI pilot in a legal function. Covers scope, success criteria, evaluation rubric, and go/no-go decision framework.
Prompt Engineering Framework
DJM's structured prompt engineering framework for legal AI tools. Covers role framing, context injection, constraint setting, and output formatting. Includes worked examples for common legal tasks.
AI Use Case Prioritisation Tool
Structured scoring tool to identify and rank AI use cases for a legal function by value, feasibility, risk, and strategic fit. Produces a prioritised use case register.
Change Impact Assessment
Structured assessment of the people, process, and culture impacts of a legal technology change. Identifies impacted groups, magnitude of change, and readiness risks.
Role-Based Training Plan Template
Training plan template organised by user role. Covers learning objectives, delivery method, duration, and completion tracking.
Training Needs Analysis
Structured analysis of training requirements by role, capability gap, and learning preference. Feeds into training program design and resourcing.
Adoption Tracking Dashboard
Tracks user adoption metrics post go-live: active users, feature utilisation, help desk tickets, and sentiment survey results. Provides leading and lagging indicators.
Communications Plan Template
Structured communications plan for a legal technology change programme. Covers audience segmentation, key messages, channel selection, timing, and owner accountability.
Stakeholder Engagement Map
Maps stakeholders by influence, interest, and current sentiment. Tracks engagement activity and target sentiment movement across the change programme.
Legal Data Taxonomy Template
Standard taxonomy for classifying legal data assets including matters, contracts, documents, and entities. Configurable for client-specific naming conventions.
Executive Reporting Pack Template
Monthly or quarterly executive reporting pack for the legal function. Covers performance against KPIs, risk summary, technology utilisation, and forward priorities.
Legal Ops KPI Dashboard Template
Pre-built KPI dashboard for a legal operations function covering volume, cost, cycle time, quality, and satisfaction metrics. Configurable for Xero / matter management data feeds.
Precedent Library Audit Tool
Structured audit of an existing precedent or template library. Identifies gaps, outdated documents, duplication, and ownership gaps. Produces a rationalisation plan.
Knowledge Base Design Template
Template for designing a legal knowledge base covering taxonomy, tagging model, content governance, search strategy, and contribution workflow.
Data Governance Framework
Framework covering data ownership, stewardship, quality standards, and lifecycle policies for the legal technology ecosystem.
Steering Committee Report Template
Executive-ready monthly steering committee report covering delivery status, financials, RAID summary, and next period commitments. Brandable for DJM or white-labelled for client.
Stakeholder Workshop Facilitation Kit
Facilitation materials for requirements-gathering workshops. Includes a pre-read template, agenda, facilitation guide, Miro board structure, and post-workshop synthesis template.
Functional Requirements Register
Structured register for capturing, categorising, and prioritising functional and technical requirements for a legal technology implementation.
User Journey Mapping Template
Template for mapping user journeys across key legal workflows. Captures touchpoints, pain points, emotion curves, and opportunity areas.
UAT Test Script Template
Structured user acceptance testing script for legal technology implementations. Includes test scenario design, pass/fail criteria, defect logging, and sign-off workflow.
Data Migration Planning Template
End-to-end data migration planning workbook covering data mapping, cleansing rules, migration scripts, validation criteria, and rollback planning.
Legal Tech Implementation Plan
Master project plan template for a legal technology implementation. Includes workstreams, milestones, dependencies, RAID log, and governance cadence.
RAID Log
Risks, assumptions, issues, and decisions log for legal technology engagements. Includes escalation thresholds, owner fields, and RAG status tracking.
Legal Tech Budget Forecasting Tool
Annual and multi-year budget forecasting template for the legal technology portfolio. Aligned to DJM's Chart of Accounts structure and compatible with AU GST treatment.
TCO Calculator
Total cost of ownership model for legal technology platforms. Captures licence, implementation, integration, training, and ongoing support costs over a 3-5 year horizon.
Tool Comparison Matrix
Configurable side-by-side comparison template for up to six legal technology vendors. Pre-built evaluation criteria across function, integration, pricing, support, and vendor risk.
RFI / RFP Template — Legal Technology
Structured request for information and proposal template tailored for legal technology procurement. Covers functional requirements, security, integration, pricing, and vendor references.
Vendor Evaluation Scorecard
Weighted scoring matrix for vendor evaluation across demonstration, references, commercial terms, and strategic fit. Supports structured decision-making across a selection committee.
Demo Facilitation Guide
Structured script and scoring sheet for facilitating vendor demonstrations. Includes standardised use-case scenarios, panel roles, and scoring rubric.
SaaS Contract Review Checklist
Legal technology-specific checklist for reviewing SaaS vendor agreements. Covers data residency, privacy, SLAs, exit rights, and AU-specific regulatory considerations.
Pricing Benchmarking Template
Structured template for capturing and benchmarking vendor pricing across comparable platforms and deal sizes. Used during commercial negotiation to establish market anchors.
Build vs Buy Assessment Tool
Structured framework for evaluating whether to build a bespoke solution or buy an existing platform. Scores capability fit, total cost, speed-to-value, and strategic risk.
Legal Tech Vendor Landscape Map
A category-by-category map of the AU and global legal technology vendor market. Curated and maintained by DJM. Updated quarterly. Covers CLM, matter management, AI, eDiscovery, and drafting.
Licence Optimisation Tracker
Tracks active licences against actual usage across the legal tech stack. Flags underused or redundant licences for renegotiation or consolidation.
Technology Spend Audit Template
Structured inventory for cataloguing current legal technology spend: licence costs, usage rates, renewal dates, and overlap analysis. Identifies rationalisation opportunities.
Legal Tech ROI Calculator
Quantifies return on investment for a legal technology solution. Inputs include current cost baseline, licence cost, efficiency uplift, and risk reduction value. Outputs NPV, payback period, and 3-year ROI.
Automation Opportunity Identifier
Structured scoring tool to assess legal workflows for automation suitability by evaluating volume, variability, rules-based nature, and error risk. Produces a prioritised opportunity register.
As-Is / To-Be Process Mapping Kit
Facilitation kit for current-state and future-state process mapping workshops. Includes Miro board template, swim-lane notation guide, and a pain-point scoring overlay.
Business Case Builder
Structured financial and strategic case for legal technology investment. Includes cost baseline, benefit quantification, risk summary, and executive recommendation narrative.
OKR / KPI Definition Workshop Template
Facilitation template for a half-day workshop to define legal operations objectives, key results, and KPIs aligned to business strategy. Includes scoring and prioritisation matrix.
Transformation Roadmap Builder
Phased roadmap template with swim lanes for people, process, technology, and governance workstreams. Configurable milestones and RAG status tracking.
Workflow Diagnostic Questionnaire
Structured intake for diagnosing friction points, manual steps, and duplication in key legal workflows. Used at the start of a process optimisation engagement.
Capability Gap Analysis Tool
Maps current versus required capabilities across legal operations roles. Identifies training priorities and hiring gaps. Produces a heatmap and narrative summary.
Legal Tech Readiness Assessment
Evaluates organisational readiness to adopt new legal technology across infrastructure, data quality, change capacity, and sponsorship. Informs sequencing and risk in a tech transformation roadmap.
Legal Ops Maturity Self-Assessment
Scores a legal team across people, process, technology, and data dimensions against a five-level maturity scale. Produces a radar chart output and priority gap narrative.
Data Privacy Impact Assessment (DPIA) Template
Structured DPIA template aligned to Australian Privacy Act obligations and best practice. Covers data flows, risk identification, and mitigation controls.
Regulatory Compliance Assessment
Assesses the legal function's compliance posture against applicable AU regulatory requirements (ASX Listing Rules, ASIC guidance, privacy obligations). Produces a gap register and remediation priority list.
RACI Matrix Builder
Pre-built RACI for legal operations processes and decision rights with common legal ops process categories and editable fields for client-specific workflows.
Legal Ops Function Design Template
Framework for designing or redesigning the legal operations function covering scope, reporting line, roles, and interaction model with the broader legal and business teams.