The SUCCEED toolkit provides a structured approach to digital and AI technology adoption. It is used as part of TiPS programmes to ensure the success of adoption projects.
You can explore and download the toolkit and use it independently in your firm. Or you can contact us to find out more about how a TiPS programme can help your firm.
Full access to the toolkit requires free registration – you can register here. Below you can see the first step in the framework without registering.
Define your technology vision and build the business case for change.
Understanding the purpose of a technology adoption strategy is vital because it defines why you are adopting new technologies, and which technologies are most appropriate for your firm. However, you shouldn’t start thinking about a technology adoption strategy until you think about your firm’s broader strategy.
You need to ask how technology adoption is going to support the priorities, values and aspirations of the firm. This helps everyone see the value of technology and why making an effort to adopt new technology is worthwhile.
By focusing on the way technology adoption helps realise the firm’s strategy, adoption becomes a driver of innovation, efficiency, and long-term success tailored to the business’s unique context and goals.
In one law firm, focus was placed on identifying the specific needs of lawyers and how technology could solve current problems. The TiPS Proof of Concept project demonstrated how strategic technology adoption, guided by employee input, can transform operations within a law firm.
By leveraging existing tools like Power BI, Wedlake Bell LLP enhanced efficiency, improved profitability, and paved the way for a sustainable, data-first approach to decision-making.
Hear about the role of external advisors in developing a clear strategy and helping David and Tom think about the implications on different stakeholders of their specific dashboard project.
TiPS Proof of Concept - David Hymers, Wedlake Bell
After listening to David, answer the following question to reflect on the different benefits of engaging with consultants.
Turning insight into action is where real transformation happens. To help you move beyond theory, we’ve developed three practical worksheets designed specifically for legal and accounting professionals.
Whether you’re shaping your firm’s AI agenda, refining your AI technology roadmap, or bridging the gap between strategy and delivery, these tools will help you have more focused, productive conversations within your team.
Use them to align priorities, challenge assumptions, and build a shared vision that reflects your firm’s unique goals so AI technology adoption becomes not just an investment, but a driver of measurable value.
Continue to explore the next step in the toolkit
