TUESDAY| MAY 12th | 10:30am CT | 30 MINS.

The Technology Refresh Blueprint: What to Upgrade, When to Upgrade, and Why It Matters

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As law firms grow, technology needs become more complex and upgrading without a clear plan can quickly create inconsistency, disruption, and unnecessary cost. A more effective approach is not to replace technology reactively, but to manage it through a refresh strategy that supports the firm over time.

In this session, we’ll break down what proactive refresh planning actually looks like inside a law firm. We’ll cover which core systems should be evaluated on a predictable cycle, how to make upgrades with less disruption, and why the strongest refresh plans connect technology decisions with operational priorities and financial planning from the start.

In Collaboration with:

Meet the Speaker: Chad Sowers

Chad Sowers is Director of Business Development at GreatAmerica Financial Services, where he partners with IT managed service providers to help simplify technology purchasing and align financing decisions with long-term business goals.

 

With a collaborative, business-first approach, Chad helps organizations navigate financing and lifecycle management strategies in a way that supports growth, improves planning, and reduces friction in the buying process. His perspective brings practical insight for leaders looking to make more confident technology decisions.

Here's What You'll Learn in our 30-Minute Fireside Chat:

In this session, we’ll break down how law firms can move from reactive replacements to a more structured refresh strategy. You’ll leave with a clearer understanding of what to upgrade, how to plan for it, and how to make the process more manageable over time.

Refresh Cycles

Understand what a technology refresh cycle actually means and why it matters for a growing law firm.

Reactive vs Proactive

Identify the small, recurring issues that quietly reduce billable efficiency throughout the day.

What to Refresh

Learn which core systems should be reviewed on a predictable schedule, from devices and networks to backups, cloud infrastructure, and Microsoft 365 environments.

Why It Matters

Explore how refresh planning supports better performance, stronger security, smoother workflows, and faster onboarding as the firm grows.

Low-Disruption Upgrades

Discover practical ways to upgrade with less disruption through phased rollouts, standardisation, weekend cutovers, and device staging.

Planning with Confidence

Learn why refresh planning works better when technology decisions are aligned with budget strategy, helping firms avoid emergency replacements and reactive spending.

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“We have peace of mind knowing that CIO Landing handles our IT problems and is on point at any hour of the day or night. They have done so – hassle-free –for more than five years.”

Debbie

Law Services

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