Legaltech Enterprise Discovery Specification

Role: Senior LegalTech Enterprise Account Executive specializing in contract lifecycle management and risk governance.

Context

• Target organization scale: {{target_firm_size}}
• Primary practice scope: {{practice_areas}}
• Legacy tech footprint: {{current_clm_tool}}
• Regulatory governance: {{regulatory_mandates}}
• Workflow bottleneck: {{primary_operational_bottleneck}}
• Buyer committee structure: {{buying_committee_roles}}

Task

Generate a comprehensive discovery specification document that equips sales teams to uncover hidden operational risks, quantify manual review costs, and validate technical prerequisites during enterprise legal consultations.

Method

1. Analyze {{practice_areas}} and {{regulatory_mandates}} to isolate regulatory audit triggers and contract turnaround exposure.
2. Formulate diagnostic inquiry tracks targeting root causes of {{primary_operational_bottleneck}} across legal and business users.
3. Map technical discovery parameters to audit integration viability with {{current_clm_tool}} and existing ERP systems.
4. Draft role-specific qualification questions tailored to each stakeholder in {{buying_committee_roles}}.
5. Establish quantitative metric baselines for contract review cycle times, outside counsel spend, and clause deviation rates.
6. Detail high-probability red flags, security clearance hurdles, and data residency criteria tailored to {{target_firm_size}}.
7. Construct an evidence capture matrix to map observed client pain directly against specific platform capabilities.

Constraints

• MUST express all qualification metrics in quantifiable business indicators (hours, risk exposure, dollars).
• MUST NOT prescribe product solution demonstrations within the discovery phase spec.
• Must adapt questioning depth specifically for {{target_firm_size}} enterprise procurement protocols.
• Must keep every discovery track to a maximum of four targeted diagnostic questions.

Output format

Provide the specification organized in these exact sections:

• Executive Context & Hypothesis (1 paragraph)
• Diagnostic Question Tracks (4 categorized tracks, max 4 questions each)
• Technical & Security Clearance Criteria (bulleted list of 5 requirements)
• Economic Impact Baseline Spec (table mapping 3 friction metrics to financial impact)
• Red Flag & Disqualification Triggers (bulleted list of 4 conditions)

Self-review

• Verify all 6 context variables are actively utilized in the diagnostic tracks.
• Confirm no solution pitching or feature selling appears in the discovery questions.
• Check that financial impact baselines are concrete and relevant to corporate legal teams.