Clio
Practice Management | Small and mid-sized firms that want one central system for matters, billing, documents, calendars, and client communication. | Family law firms can use matter templates, client portals, billing, and document storage so every parenting plan, retainer, and status update is not hiding in someone’s inbox. | Official |
MyCase
Practice Management | Firms that want practice management with client communication, billing, and payments in one approachable package. | Useful when clients keep sending ‘quick questions’ that somehow require the file, the calendar, the invoice, and a cup of coffee. | Official |
PracticePanther
Practice Management | Small firms that want straightforward matter management, billing, tasks, and automation without feeling like they bought an aircraft cockpit. | Good for keeping retainers, tasks, dates, and client notes together before the case becomes a scavenger hunt. | Official |
Smokeball
Practice Management | Firms that care about document automation, time tracking, matter workflows, and reducing admin drag. | Particularly useful where the same forms, letters, and follow-ups keep returning like they have their own bar card. | Official |
Lawmatics
Intake and CRM | Firms that want better intake, follow-up, marketing automation, and lead tracking before a prospect becomes a matter. | Good for the lead who fills out a form at 11:38 PM and expects a response before breakfast because apparently sleep is for non-lawyers. | Official |
LawPay
Billing and Payments | Law firms that need legal-focused online payments, trust accounting support, and easier collections. | Good for firms that would rather get paid online than have another awkward invoice conversation that starts with ‘just checking in.’ | Official |
Smith.ai
Reception and Intake | Firms that need receptionist, chat, and intake help so good leads do not die in voicemail. | Helpful when the phone rings while everyone is in court, on a call, or pretending the printer is not making that noise again. | Official |
Ruby
Reception and Intake | Small firms that want live virtual receptionist support and better front-desk coverage. | Good if ‘we missed your call’ has become the unofficial firm slogan. | Official |
CallRail
Call Tracking | Firms that spend on SEO, PPC, LSAs, billboards, or referrals and need to know which calls actually turn into leads. | Useful when the firm wants to know whether the phone rang because of Google, a billboard, or the one blog post everyone forgot existed. | Official |
Gavel
Document Automation | Firms that want document automation, guided intake, and repeatable workflows for forms and client-facing document assembly. | Good when the same information is being typed into the same documents so often that the keyboard deserves CLE credit. | Official |
WealthCounsel
Estate Planning | Estate planning attorneys who want drafting systems, planning resources, and practice support. | Built for firms that live in wills, trusts, powers of attorney, and the gentle reminder that ‘simple estate plan’ can be a dangerous phrase. | Official |