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Read the methodology before you book

Three priors. Twelve dimensions. Ten vendor questions. Six evidence levels. The discipline that earns the diagnostic is in this page.

If the method earns trust, start with FlightPath: a free 60-minute diagnostic before any paid procurement conversation.

The three priors

Diagnostic before recommendation, evidence before opinion, procurement readiness before vendor selection

Everything else in the methodology answers to these three. Where a downstream step conflicts with the priors, the priors win — out loud, in writing.

  1. P-01 Prior

    Diagnostic before recommendation

    We do not recommend before we have evidenced the operating state. No vendor name appears in a TechBridge output before the firm's own context has been scored.

  2. P-02 Prior

    Evidence before opinion

    Every claim carries its source, its method, and its date. Where the source is weak or contested, the claim is marked accordingly. Opinion is permitted; unsourced assertion is not.

  3. P-03 Prior

    Procurement readiness before vendor selection

    A firm that is not ready to procure should not be procuring. Where the diagnostic shows the procurement question is not the real question, we say so. The procurement is paused, not pushed.

The twelve dimensions

The FlightPath frame in full

Operating model first. Vendor names last. Each dimension carries a probe question, evidence-led scoring, and a conservative default.

  • D-01 Dimension

    Technology Foundation

    Is the underlying stack — network, identity, devices, cloud posture — strong enough to support anything new being added on top?

  • D-02 Dimension

    Matter, Case & Practice Management

    Does the matter, case and practice management system reflect how the firm actually opens, runs, monitors, and closes matters and cases — or is it stale configuration from three years ago?

  • D-03 Dimension

    Document Management

    Are documents findable, governable, and version-controlled? Or is the firm running on inboxes, desktops, and shared drives?

  • D-04 Dimension

    Financial & Billing Systems

    Do billing, time capture, and matter economics align with how the partnership actually wants to be paid and reported to?

  • D-05 Dimension

    Client Experience

    What does the client see, sign and receive? Does that experience match what the partnership thinks it is delivering?

  • D-06 Dimension

    Security & Compliance

    Where do the SRA, ISO 27001, NIS2, and emerging AI regulation sit on the firm's actual operating posture — not its policy library?

  • D-07 Dimension

    Data & Analytics

    Is there a defensible data layer underneath the firm — or is reporting a person, a spreadsheet, and a deadline?

  • D-08 Dimension

    Automation & AI Readiness

    Is the firm ready to host agentic capacity inside the lawyer's day — or are the prerequisites (data, governance, workflow) still missing?

  • D-09 Dimension

    Knowledge Management

    Does the firm's knowledge layer compound across matters and people — or does it leave when the senior associate does?

  • D-10 Dimension

    People & Change Capability

    Can the firm actually absorb the change it is about to procure — sponsorship, training, time, incentive?

  • D-11 Dimension

    Vendor & External Management

    Does the firm hold vendors to account on outcomes, or has the relationship drifted into renewal-by-default?

  • D-12 Dimension

    Strategic Alignment

    Does the technology agenda actually serve the partnership's stated strategy for the next three to five years?

The 10C vendor framework

The ten questions every vendor decision earns

Capability through Culture. Ten questions. Designed to be defensible to risk, IT, finance, and the partnership — at the same time, in the same document.

  1. 01 C

    Capability

    Does the vendor actually deliver what the firm needs — at the depth the firm needs, not the depth the demo shows?

  2. 02 C

    Compatibility

    Does it integrate cleanly into the existing operating stack, or does it require a parallel universe to function?

  3. 03 C

    Credibility

    Independent of the vendor's marketing, does the evidence — references, case work, technical posture — hold up under direct questioning?

  4. 04 C

    Clients

    Who else uses it at a comparable firm shape? What are they saying off the record, not in the case study?

  5. 05 C

    Cost

    What is the true total cost across licence, implementation, change and ongoing support? How does that compare to the realistic value envelope?

  6. 06 C

    Contract

    Are the contract terms — exit, IP, data, SLA, price escalation — survivable over a three to five year horizon?

  7. 07 C

    Configuration

    How configurable is it, and how much of that configuration is required for the firm to get value?

  8. 08 C

    Change

    What is the change footprint inside the firm to land the system properly? Is the firm staffed to deliver it?

  9. 09 C

    Continuity

    Will the vendor still exist, in this shape, in five years? What is the contingency if it does not?

  10. 10 C

    Culture

    Does the way the vendor sells, supports, and escalates match how the partnership expects to be treated?

The evidence layer

Six levels of evidence, declared per claim

Every assertion in a TechBridge output is tagged with its evidence level. Conservative by default. Contradictions preserved, not smoothed over.

Evidence ledger
  1. 01 Verified First-party evidence directly inspected — contract terms, system telemetry, audit log, signed document.
  2. 02 Observed First-hand observation during a session — screen-share, walkthrough, demonstrated workflow.
  3. 03 Quoted Direct verbatim statement from a named role inside the firm or the vendor, recorded with attribution and date.
  4. 04 Claimed Statement made by the firm or the vendor without supporting evidence inspected. Recorded as a claim, not a fact.
  5. 05 Inferred Derived from triangulating other evidence. Marked clearly so the reader can re-derive or contest the inference.
  6. 06 Missing The evidence required to score this dimension does not yet exist. The gap is named, not papered over.
CONSERVATIVE SCORING BY DEFAULT CONTRADICTIONS PRESERVED
The refusal log

What we do not do

The discipline is in the refusals. The methodology earns its place by the work it walks away from.

  1. 01

    We do not sell software.

    TechBridge has no software to sell. There is no product roadmap that needs your renewal.

  2. 02

    We do not implement what we recommend.

    Implementation is a different discipline with a different incentive. Holding the recommendation and the implementation in the same hand corrupts both.

  3. 03

    We do not take vendor commissions on a Procurement Engine engagement.

    The Engine is funded by the firm. Where VendorBridge introductions exist, the commercial arrangement is disclosed up front — never inside the Engine.

  4. 04

    We do not write reports for the sake of it.

    Every output earns its place by being decision-shaped. If a deliverable is not changing what the firm does next, it does not ship.

  5. 05

    We will tell you if you do not need us.

    If the diagnostic says the firm is not ready, the answer is not a different engagement. The answer is not yet, and we say so.

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