Buyer's Guide: Steps to Evaluating PSA Software

PSA is not a one-size-fits-all software, the right solution should feel like it’s tailored exactly to what’s most important for your firm. This guide distills our years of industry knowledge and vast first-hand experience of working with a range of clients to help you choose the perfect software for your firm’s needs.

By using this buyers’ guide and our evaluation templates, our hope is it gives you confidence in the software decision you make, and trust in the solution you’re persuading internal stakeholders to buy into.

What’s inside this guide:

• Steps to Evaluating PSA Software
• How to Narrow Your Options
• What Else to Consider (Product Features & Workflows Aside)
• Excel/Google Sheet Evaluation Template to use in Your Research
• Excel/Google Sheet Mutual Action Plan Template