Worksheet

Build or buy worksheet

Printed on a single page, this worksheet gives each function its own row: intake, conflict check, deadline diary, time entry, billing, client money, document filing and client portal. Columns record whether the ready tool covers it fully, partly or not at all, the gap in plain words, the decision, the owner and the regulator rule to check.

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 “Law firm practice management software: what to build and what to buy”, www.gullysystem.com/blog/law-firm-practice-management-software-what-to-build-and-what-to-buy