When it comes to introducing new systems or software into your firm, it pays to test before you dive in. Too many firm owners jump in excitedly, only to realise later that the tool doesn’t fit how their team actually works.

A few simple tests up front can save you wasted time, unnecessary subscriptions and frustration down the line. This mindset of “test before you dive in” helps you make smarter decisions about what really moves the needle for your firm.

Why it’s smart to test before you dive in

The goal isn’t to try every tool on the market – it’s to test before you dive in so you can make an informed choice.

Most people skip the testing stage, signing up for a free trial and never really using it. But when you take the time to experiment properly, you learn whether the tool genuinely improves your workflow.

Testing gives you clarity. You can see what works, what doesn’t and what’s worth your team’s time.

Start small and trial before you commit

Begin by using the new tool yourself. Send yourself a mock request, upload a document or go through the client experience – whatever best simulates the real process.

When you test before you dive in personally, you can experience every click and step firsthand. It’s the quickest way to find gaps or confusing parts before involving others.

If you like what you see, that’s your sign to move to the next step.

Test before you dive in and get team feedback early

Next, bring one or two team members into the process. Ask them to try the system, follow the workflow and share what they think.

When your team helps you trial before you commit, you’ll gather valuable insight into usability and adoption. It also helps them feel part of the change, reducing resistance when you decide to implement the tool.

Roll out confidently after testing

By the time you’ve tested it yourself and with your team, you’ll know exactly how it performs in real situations.

That’s the beauty of the “test before you dive in” approach – it removes guesswork and builds confidence. Instead of rushing into decisions, you roll out systems that actually make your business better.

Good decisions come from good testing. Take your time, evaluate carefully, and only dive in when you’re sure it’s worth it.