Mobius | Legal Technology Platform

A structured evaluation framework for legal technology procurement — weighted scoring criteria, the AI-readiness assessment, and a template RFP structure.

Purpose

This appendix provides two tools: a Vendor RFP Evaluation Matrix for scoring and comparing legal technology vendors on a consistent basis, and an AI-Ready Scorecard for assessing whether a vendor's platform is architecturally prepared for the AI-augmented workflows described in Chapters 13-14.

Part 1: The Vendor RFP Evaluation Matrix

Evaluation Categories and Weightings

The weightings below reflect a balanced assessment. Adjust weightings based on your organisation's specific priorities — a firm facing a regulatory deadline will weight compliance capabilities higher; a firm prioritising user experience will weight adoption factors higher.

Category	Weight	Subcriteria
Functional Fit	30%	Core feature coverage, workflow alignment, configurability, reporting capabilities
Integration	20%	API availability, native connectors (CRM, ERP, DMS), middleware compatibility, data export/import
User Experience	15%	Interface design, mobile access, learning curve, self-service capability
Security & Compliance	15%	Data encryption, hosting options (cloud/on-prem/hybrid), SOC 2/ISO 27001, data residency, privacy compliance
Vendor Viability	10%	Company size and funding, customer base, product roadmap, financial stability
Commercial Terms	10%	Pricing model, contract flexibility, implementation costs, ongoing support costs

Scoring Scale

Score	Definition
5 — Exceeds	Fully meets the requirement with additional capabilities beyond the specification
4 — Meets	Fully meets the requirement as specified
3 — Partially Meets	Meets the requirement with minor gaps or workarounds required
2 — Significant Gaps	Material gaps that would require custom development or process changes
1 — Does Not Meet	Requirement not addressed; no viable workaround

The Evaluation Scorecard

Category (Weight)	Vendor A	Vendor B	Vendor C
Functional Fit (30%)	[Score × 0.30]	[Score × 0.30]	[Score × 0.30]
Integration (20%)	[Score × 0.20]	[Score × 0.20]	[Score × 0.20]
User Experience (15%)	[Score × 0.15]	[Score × 0.15]	[Score × 0.15]
Security & Compliance (15%)	[Score × 0.15]	[Score × 0.15]	[Score × 0.15]
Vendor Viability (10%)	[Score × 0.10]	[Score × 0.10]	[Score × 0.10]
Commercial Terms (10%)	[Score × 0.10]	[Score × 0.10]	[Score × 0.10]
Weighted Total	[Sum]	[Sum]	[Sum]

Key RFP Questions by Category

Functional Fit:

Describe how your platform handles [specific workflow, e.g., multi-party contract negotiation with parallel review tracks]
Provide a demonstration of [specific feature] using our sample data/scenario
What configuration is required to support our [specific process requirement]?

Integration:

List all native integrations with [CRM/ERP/DMS platforms in use]
Describe your API architecture: REST/GraphQL, authentication method, rate limits, webhook support
Provide documentation for your data export capabilities: formats supported, scheduling, and completeness

Security & Compliance:

Where is data hosted? Can we specify data residency jurisdiction?
Provide your most recent SOC 2 Type II report and penetration test summary
Describe your data retention and deletion policies, including upon contract termination
How do you handle sub-processors, and what is your notification process for sub-processor changes?

Commercial:

Provide pricing for [X] users, [Y] contract volume, for a [Z]-year term
What costs are not included in the licence fee (implementation, training, integrations, premium support)?
What is your standard contract term, and what are the termination provisions?

Part 2: The AI-Ready Scorecard

Why AI-Readiness Matters

A legal technology platform purchased in 2026 will be expected to support AI-augmented workflows within 12-24 months of deployment. Selecting an AI-ready platform extends the platform's useful life and maximizes your return on investment. The AI-Ready Scorecard assesses a vendor's preparedness across five dimensions.

The Scorecard

Dimension	Question	Score (1-5)
Data Architecture	Does the platform store data in structured, normalised formats with comprehensive metadata?
Data Architecture	Can data be exported in machine-readable formats (JSON, structured CSV) for AI training and RAG deployment?
API Maturity	Does the platform expose comprehensive APIs that enable external AI systems to read and write data?
API Maturity	Does the API support event-driven triggers (webhooks) for real-time AI workflow integration?
Native AI	Does the platform include native AI capabilities (summarisation, extraction, classification)?
Native AI	Can native AI features be disabled or replaced with the organisation's preferred AI models?
Extensibility	Does the platform support custom AI model integration (bring-your-own-model)?
Extensibility	Can the platform serve as a data source for external RAG architectures?
Governance	Does the platform provide AI audit trails (inputs, outputs, model version, confidence scores)?
Governance	Does the platform support HITL workflows with configurable review checkpoints?
Total		/50

Scoring Interpretation

Score Range	AI-Readiness Assessment
40-50	AI-ready. The platform can support current and near-future AI workflows.
30-39	Partially ready. Some foundational capabilities exist; gaps should be addressed in the vendor roadmap.
20-29	Significant gaps. AI integration will require substantial workarounds or middleware.
Below 20	Not AI-ready. Selecting this platform will likely require replacement within 2-3 years as AI becomes essential.

Strategic Insight

The AI-Ready Scorecard is a forward-looking insurance policy. A platform that scores well on functional fit today and strongly on AI-readiness will serve your organisation for years to come. Factor the AI-Ready score into your overall vendor evaluation — a platform that is slightly less feature-rich today but significantly more AI-ready is often the better long-term investment.

Appendix B: The Legal Tech Vendor RFP Matrix & 'AI-Ready' Scorecard