Building a business case for your next legal tech investment
Nexl
49:44
Budget season is coming up, and most of the work that shapes whether leadership approves your business case happens long before you make a presentation.
Join Jaclyn Braga, Director of Marketing & Business Development at Morse, and Emily Paul, Chief Marketing & Business Development Officer at Gerber Ciano Kelly Brady, for a discussion on how to build a successful business case for legal technology, moderated by Amber Elliott, Client Services Director at Nexl.
In the session, our speakers will discuss:
- How to build consensus on a problem in the months before the budget meeting
- How to present costs, including the price of software and the opportunity cost of continuing with the status quo
- Making a credible case when your firm has no data to point to
- Setting expectations on adoption and results without overpromising
- The role partner champions play and how to respond when someone pushes an alternative tool
- What to do in the first 90 days to show results, and what to report back to leadership
Whether you are preparing your firm's first technology request or refining a case you have made before, this session will give you a practical approach to use this budget season.
Speakers
Jaclyn Braga
Director of Marketing & Business Development at Morse
Jaclyn Braga is the Director of Marketing & Business Development at Morse, a Boston-area law firm focused on Corporate, IP, Litigation, Employment, Privacy, and Tax law. Along with her small, award-winning team, Jaclyn identifies, develops, and leads all Marketing and Business Development initiatives for the firm including strategic planning, attorney development, web presence, content creation, event planning, social media, and client nurturing. She has worked in legal marketing for over 18 years and particularly enjoys working on creative initiatives that help set her attorneys and her firm apart from the competition.
A member of LMA since 2008, Jaclyn has previously served as co-chair of the 2015 LMA Northeast/New England regional conference and currently serves as co-chair of the LMA Boston Solo/Small Team SIG. She was also a 2025 LMA Annual Conference Advisory Committee Member. In 2024, Jaclyn received an “Excellence in the Law” Award for Legal Marketing from Massachusetts Lawyers Weekly.
Emily Paul
Chief Marketing & Business Development at Gerber Ciano Kelly Brady LLP
Emily Paul is the Chief Marketing and Business Development Officer at Gerber Ciano Kelly Brady LLP, a litigation firm with more than 85 lawyers across offices in New York, Connecticut, New Jersey, Pennsylvania, Massachusetts, and London, serving as national counsel and national coordinating counsel for Fortune 500 companies and major insurers. In this role, Emily leads the development and execution of the firm's marketing, branding, communications, business development, and client experience strategies, working closely with firm leadership and attorneys to drive growth and elevate the firm's profile. She brings more than 25 years of experience in marketing, communications, and business development, including nearly two decades in legal marketing earlier in her career, and particularly enjoys bringing fresh, cross-industry perspective to the unique challenges of law firm marketing.
Amber Elliott
Client Services Director
Amber is a customer success and CRM operations leader with 15+ years of experience driving client satisfaction, successful software implementations, and strategic process improvements in the legal tech and SaaS sectors. With a strong foundation in project management and relationship building, Amber helps organizations deliver exceptional client experiences through thoughtful strategy, streamlined onboarding, and strong cross-functional collaboration.
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Building a business case for your next legal tech investment
49:44