Worksheet

Vendor question sheet

The five rows cover matter record, access, client money, documents and exit, with the last row noting the trial matter used and who tested it. The columns hold the question, each vendor’s answer, a tick for answers demonstrated on screen and a rating out of five.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Case Management Software for a Small Law Firm: What to Ask Vendors”, www.gullysystem.com/blog/case-management-software-for-a-small-law-firm-what-to-ask-vendors