Featured
How to Choose the Right Technology Provider
A practical framework for matching a technology provider to the problem, ownership model, and business outcome.
Business Technology Resources
Evidence before recommendations
Practical guidance for better technology decisions.
Concise resources for small and midsize organizations evaluating providers, assessments, networking, infrastructure, video security, Microsoft 365, responsible AI, and technology roadmaps.
Start here
Featured resources
A curated starting point for common technology decisions and emerging priorities.
Featured
How Small Businesses Can Get More Value From Microsoft 365
Start with adoption, information structure, governance, security, and measurable work outcomes before adding tools.
Featured
What to Put in Place Before Adopting AI Tools
Evaluate use cases, information sensitivity, human review, governance, and proof-of-value before broad AI adoption.
Explore the library
Find guidance for the decision in front of you.
Search across every resource, or choose an industry and refine by topic.
More resources
38 resources found
Before Connecting Protégé to Microsoft 365 or Your DMS
Test permissions, ethical walls, indexing, versions, save-back, revocation, and audit evidence before connecting Protégé to Microsoft 365 or a legal DMS.
Before Putting Client Files in Protégé Vault or Workrooms
Assess access, retention, guest controls, audit evidence, deletion, legal hold, and encryption before placing client files in Protégé Vault or Workrooms.
How to Choose an AI Platform for Your Business
Compare ChatGPT, Claude, Copilot, and Gemini by business fit, governance, cost, and adoption before choosing a platform and planning a controlled pilot.
Lexis+ with Protégé: What Small Law Firms Should Evaluate
Evaluate Lexis+ with Protégé across legal research, AI workflows, firm content, integrations, governance, and the costs your law firm must verify.
An AI Workflow Is Not a Legal Research Authority
Separate AI drafting from controlling law, maintained legal guidance, firm precedents, matter records, and accountable attorney verification clearly.
An EdTech Vendor and Student-Data Review for Private Schools and Childcare Organizations
Review educational applications through approved purpose, student data, vendor control, access, retention, family communication, security, and lifecycle ownership.
Before Your Law Firm Buys or Expands Clio
Evaluate Clio through intake, matters, documents, Microsoft 365, billing, AI, licensing, migration, and adoption before buying or upgrading the platform.
Can Our Law Firm Use Generative AI Safely? A Practical Governance Checklist
Build a law-firm AI operating boundary around confidentiality, verification, supervision, client communication, fees, approved tools, and accountable review.
Claude for Legal: A Small Law Firm Evaluation Guide
Evaluate Claude for Legal through permissions, sources, retention, review controls, vendor terms, and pilot evidence before small law firm adoption.