Software Shortlist

What the Organization asks for before its AI team starts work.

What we need

A document collaboration tool

The firm

Thornby Legal. 34 people.

Why

Partners email drafts to each other and nobody knows which version is current

Requirements

Co-editing, version history, client access, audit trail, works offline, data in this jurisdiction

Budget

Up to about USD 12,000 a year

What we already pay for

An office suite for everyone, a collaboration tool for four people, and the practice management system

What we have not done

Looked at whether any of those already do it

Timeframe

We would like to decide this quarter

Attached by the buyer.

• Current subscription list with costs (XLSX)
• Requirements as the partners described them (DOCX)
• Practice system contract (PDF)

1. Buyer defines users, workflows, integrations, security needs, budget and deployment constraints.
2. Requirements agent converts needs into weighted criteria.
3. Research agent compares vendor capabilities and commercial terms using current available information.
4. Overlap agent checks whether the requested tool duplicates existing software.
5. Final report recommends the best-fit shortlist while clearly separating verified facts from vendor claims.

• Business requirement
• Must-have criteria
• Vendor shortlist
• Feature/integration comparison
• Pricing structure
• Implementation considerations
• Risks and questions
• Recommendation by use case