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Step 1: Get the Tools

Choose the right tool for the job.  Do you need powerful database and image-viewing applications that can handle tens of millions of pages of documents, or do you need a tool to help you organize testimony from a few dozen transcripts? Or both?

Anticipate your changing needs.  How many licenses will you need?  Are you courting clients that could bring huge new cases into the firm?

Be compatible.  What applications are your co-counsel (or perhaps even your clients) using?

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