In February, we profiled Case Status and highlighted the benefits of a tool that meets users where they are (in that case, text messaging). This month, we’re covering another tool that meets users where they are—in Microsoft Word. CiteRight, based in Canada, helps legal professionals tie legal research into drafting by saving cases from online databases into Word, creating automatic citations, and generating books of authorities.

To understand how CiteRight approaches adoption, we spoke with its founder and CEO, Aaron Wenner, and chief customer officer, Ariel Nacson. For the customer perspective, we spoke with Jacquelyn DeGreeve, national director, knowledge management and information services at Borden Ladner Gervais (BLG), and Kate Simpson, national director of knowledge and practice innovation at Bennett Jones. Four adoption principles surfaced: