Levison Meltzer Pigott – PMS Selection

Levison Meltzer Pigott had been using their LawMan Practice Management System for many years. While the system had served them well, growing frustrations — including a lack of strategic development, reliance on onsite infrastructure, and the need for frequent workarounds — led the firm to seek a modern, cloud-based solution.

Baskerville Drummond was engaged to guide the firm through this important change.

Using our proven “light-touch” selection process, we worked closely with staff to capture both technical requirements and day-to-day frustrations. These insights were shared with suppliers in a structured way, ensuring proposals were directly aligned with LMP’s unique needs.

We then facilitated targeted demonstrations, giving the LMP team a clear view of how each solution would address their priorities and frustrations. This approach built confidence across the firm and ensured the decision was based on real-world needs rather than sales presentations.

Following selection, we supported the firm in defining project deliverables, with a particular focus on ensuring a smooth, secure, and effective transition — setting the foundation for long-term success with their new PMS.