![\"tech](\"https:\/\/i0.wp.com\/www.attorneyatwork.com\/wp-content\/uploads\/2025\/04\/tech-stack-audit-2.jpg?resize=770%2C495&ssl=1\" "\\"\\"")
Table of contents<\/h2>\n\n- 1. Create Your Tech Spreadsheet<\/a><\/li>\n
- 2. Load the Spreadsheet Into ChatGPT<\/a><\/li>\n
- 3. Do a Deeper Dive Into the Systems and Platforms That Matter Most to You<\/a>\n
\n- Final Recommendation for Small Teams<\/a><\/li>\n
- My Recommendation for a Small Law Firm<\/a><\/li>\n<\/ul>\n<\/li>\n
- Final Recommendation Based on Your Needs<\/a><\/li>\n
- So, Can You Use ChatGPT to Audit Your Tech Stack?\u00a0<\/a><\/li>\n
- More Process Improvement Tips for Your Law Practice<\/a><\/li>\n<\/ul>\n<\/div>\n
Technology enables us to practice at our peak, but with legal technology platforms and productivity apps constantly adding new features, we started to wonder if we\u2019re overpaying \u2014 and underusing what we had.\u00a0<\/p>\n
Manually comparing everything in our tech stack seemed overwhelming. We\u2019re always looking for useful ways to use artificial intelligence to save time, so when one of us spotted an article from WovenLegal <\/a>on how to use ChatGPT to do an audit that would detect overlapping and extraneous services, we had to try it out.<\/p>\nHere\u2019s how it worked. (Spoiler alert: This was not nearly as easy as the article suggests, but still a lot quicker than doing it manually.)<\/p>\n
1. Create Your Tech Spreadsheet<\/h2>\n
I pulled all of our business support technologies into a single report listing each platform, with columns for monthly or annual cost, frequency of use, whether or not it provided a core business function, and the main thing we use it for. For example, the first few rows looked like this.\u00a0<\/p>\n![\"A](\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXefSlPq4OFMY_RfW5i6xYQB9hJieG5CVE44SByTqGtbhtwt1J9tAgZy-FEe62Hn21vQuHyd5CpiFwAtwoL9ln2RkRhIyX4iAnM47k5N_QuUIJZz2Ioh21NitrE6Mu_n_3wMm01QEcEHGOHxfKnNrlU?key=NGF2QQtWlkM59yKDUGLzhApE\" "\\"\\"")
<\/figure>\n2. Load the Spreadsheet Into ChatGPT<\/h2>\n
I uploaded the spreadsheet into ChatGPT and used the following initial prompt, which I borrowed directly from the article.\u00a0<\/p>\n
PROMPT 1: Please review the attached spreadsheet of technology spend for my firm. Highlight any overlapping services or redundant expenses where multiple tools serve the same function. My goal is to eliminate unnecessary spending and streamline our tech stack.<\/em><\/strong><\/p>\nUnfortunately, ChatGPT got a little hung up on my \u201cMain Function\u201d column and produced a list of overlaps based on what we use it for rather than what the platforms can actually do. Not helpful.\u00a0<\/p>\n
I tweaked the prompt to get the AI to look at each platform\u2019s features and ignore the \u201cMain Function\u201d column.<\/p>\n
PROMPT 2: Many of the tools listed have multiple features. Disregarding the \u201cMain Function\u201d column and looking at the totality of features that each program offers (features are not listed on the spreadsheet \u2014 you will need to research them), tell me where there is overlap between the various platforms.<\/em><\/strong><\/p>\nThis produced better results. I got a list of each tool\u2019s core capabilities and functions and then a set of identified overlaps and recommendations. For example:\u00a0<\/p>\n
\n- Note-Taking and Document Collaboration:<\/strong>\n
\n- Overlap:<\/mark> Both Evernote and Google Workplace offer note-taking and document management features.\u200b<\/li>\n
- Recommendation:<\/mark> Evaluate which platform better suits your team\u2019s workflow. If deep integration with email and other productivity tools is essential, Google Workplace might suffice, allowing you to discontinue Evernote.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
\n- \u200bProject Management and Task Tracking:<\/strong>\n
\n- Overlap:<\/mark> Trello provides project management capabilities, while Google Workplace can achieve similar outcomes using tools like Google Sheets or Google Keep.\u200b<\/li>\n
- Recommendation:<\/mark> If your team requires specialized project management features like Kanban boards, Trello is beneficial. However, if basic task tracking suffices, consolidating within Google Workplace could reduce costs.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
3. Do a Deeper Dive Into the Systems and Platforms That Matter Most to You<\/h2>\n
Workflows and task management are critical to our business. I was curious to see if we could consolidate our task management into a single tool. But ChatGPT only compared Trello with Google Suite. It\u2019s important to dig deeper with AI. I know that Evernote now offers some task management because one of our coaching clients uses it for his firm. ChatGPT didn\u2019t consider this, so I asked a more specific question.\u00a0<\/p>\n
PROMPT 3: How does Trello compare with the task management features now available in Evernote? In particular, consider the two in the context of a small team.<\/em><\/strong><\/p>\nNow we were getting somewhere! <\/p>\n
ChatGPT produced side-by-side comparison tables for three categories: <\/p>\n
\n- Task creation and structure<\/li>\n
- Collaboration and team visibility<\/li>\n
- Automation and customization<\/li>\n<\/ul>\n
It then provided the below table of best-use cases for small teams, as well as final recommendations:<\/p>\n\n
- \n
- Final Recommendation for Small Teams<\/a><\/li>\n
- My Recommendation for a Small Law Firm<\/a><\/li>\n<\/ul>\n<\/li>\n
- Final Recommendation Based on Your Needs<\/a><\/li>\n
- So, Can You Use ChatGPT to Audit Your Tech Stack?\u00a0<\/a><\/li>\n
- More Process Improvement Tips for Your Law Practice<\/a><\/li>\n<\/ul>\n<\/div>\n
Technology enables us to practice at our peak, but with legal technology platforms and productivity apps constantly adding new features, we started to wonder if we\u2019re overpaying \u2014 and underusing what we had.\u00a0<\/p>\n
Manually comparing everything in our tech stack seemed overwhelming. We\u2019re always looking for useful ways to use artificial intelligence to save time, so when one of us spotted an article from WovenLegal <\/a>on how to use ChatGPT to do an audit that would detect overlapping and extraneous services, we had to try it out.<\/p>\n
Here\u2019s how it worked. (Spoiler alert: This was not nearly as easy as the article suggests, but still a lot quicker than doing it manually.)<\/p>\n
1. Create Your Tech Spreadsheet<\/h2>\n
I pulled all of our business support technologies into a single report listing each platform, with columns for monthly or annual cost, frequency of use, whether or not it provided a core business function, and the main thing we use it for. For example, the first few rows looked like this.\u00a0<\/p>\n
2. Load the Spreadsheet Into ChatGPT<\/h2>\n
I uploaded the spreadsheet into ChatGPT and used the following initial prompt, which I borrowed directly from the article.\u00a0<\/p>\n
PROMPT 1: Please review the attached spreadsheet of technology spend for my firm. Highlight any overlapping services or redundant expenses where multiple tools serve the same function. My goal is to eliminate unnecessary spending and streamline our tech stack.<\/em><\/strong><\/p>\n
Unfortunately, ChatGPT got a little hung up on my \u201cMain Function\u201d column and produced a list of overlaps based on what we use it for rather than what the platforms can actually do. Not helpful.\u00a0<\/p>\n
I tweaked the prompt to get the AI to look at each platform\u2019s features and ignore the \u201cMain Function\u201d column.<\/p>\n
PROMPT 2: Many of the tools listed have multiple features. Disregarding the \u201cMain Function\u201d column and looking at the totality of features that each program offers (features are not listed on the spreadsheet \u2014 you will need to research them), tell me where there is overlap between the various platforms.<\/em><\/strong><\/p>\n
This produced better results. I got a list of each tool\u2019s core capabilities and functions and then a set of identified overlaps and recommendations. For example:\u00a0<\/p>\n
- \n
- Note-Taking and Document Collaboration:<\/strong>\n
- \n
- Overlap:<\/mark> Both Evernote and Google Workplace offer note-taking and document management features.\u200b<\/li>\n
- Recommendation:<\/mark> Evaluate which platform better suits your team\u2019s workflow. If deep integration with email and other productivity tools is essential, Google Workplace might suffice, allowing you to discontinue Evernote.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
- \n
- \u200bProject Management and Task Tracking:<\/strong>\n
- \n
- Overlap:<\/mark> Trello provides project management capabilities, while Google Workplace can achieve similar outcomes using tools like Google Sheets or Google Keep.\u200b<\/li>\n
- Recommendation:<\/mark> If your team requires specialized project management features like Kanban boards, Trello is beneficial. However, if basic task tracking suffices, consolidating within Google Workplace could reduce costs.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
3. Do a Deeper Dive Into the Systems and Platforms That Matter Most to You<\/h2>\n
Workflows and task management are critical to our business. I was curious to see if we could consolidate our task management into a single tool. But ChatGPT only compared Trello with Google Suite. It\u2019s important to dig deeper with AI. I know that Evernote now offers some task management because one of our coaching clients uses it for his firm. ChatGPT didn\u2019t consider this, so I asked a more specific question.\u00a0<\/p>\n
PROMPT 3: How does Trello compare with the task management features now available in Evernote? In particular, consider the two in the context of a small team.<\/em><\/strong><\/p>\n
Now we were getting somewhere! <\/p>\n
ChatGPT produced side-by-side comparison tables for three categories: <\/p>\n
- \n
- Task creation and structure<\/li>\n
- Collaboration and team visibility<\/li>\n
- Automation and customization<\/li>\n<\/ul>\n
It then provided the below table of best-use cases for small teams, as well as final recommendations:<\/p>\n
\n
- Recommendation:<\/mark> If your team requires specialized project management features like Kanban boards, Trello is beneficial. However, if basic task tracking suffices, consolidating within Google Workplace could reduce costs.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
- Overlap:<\/mark> Trello provides project management capabilities, while Google Workplace can achieve similar outcomes using tools like Google Sheets or Google Keep.\u200b<\/li>\n
- Recommendation:<\/mark> Evaluate which platform better suits your team\u2019s workflow. If deep integration with email and other productivity tools is essential, Google Workplace might suffice, allowing you to discontinue Evernote.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
- Overlap:<\/mark> Both Evernote and Google Workplace offer note-taking and document management features.\u200b<\/li>\n
- My Recommendation for a Small Law Firm<\/a><\/li>\n<\/ul>\n<\/li>\n
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