Practice tools
The software a practice runs on.
Refine — 2 active
13 listings
Clio Grow
Intake & CRM
Client intake and relationship management.
- Deployment
- Cloud
Verified22 September 2026
DecisionVault
Intake & CRM
Client intake platform focused on estate planning. It collects family, contact, asset and beneficiary information and supports transfer of that information into connected practice and document workflows.
- Firm size fit
- Estate-planning firms; plans are organised around new-matter volume.
- Pricing model
- Firm plans based on monthly new-matter volumes, with annual billing options; confirm currency and tax.
- Deployment
- Online client intake platform.
Verified13 September 2026HubSpot
Intake & CRM
Client intake and relationship management.
- Deployment
- Cloud
Verified14 August 2026Lawmatics
Intake & CRM
Client intake and relationship management.
- Deployment
- Cloud
Verified14 August 2026
Ahrefs
Marketing, web & SEO
SEO.
- Deployment
- Cloud
Verified14 August 2026Campaign Monitor
Marketing, web & SEO
Email marketing.
- Deployment
- Cloud
Verified14 August 2026ConvertKit
Marketing, web & SEO
Email marketing.
- Deployment
- Cloud
Verified14 August 2026Google Search Console
Marketing, web & SEO
Search analytics.
- Deployment
- Cloud
Verified14 August 2026Mailchimp
Marketing, web & SEO
Email marketing.
- Deployment
- Cloud
Verified14 August 2026Semrush
Marketing, web & SEO
SEO.
- Deployment
- Cloud
Verified14 August 2026Squarespace
Marketing, web & SEO
Website builder.
- Deployment
- Cloud
Verified14 August 2026Webflow
Marketing, web & SEO
Website builder.
- Deployment
- Cloud
Verified14 August 2026
WordPress
Marketing, web & SEO
Website platform.
- Deployment
- Cloud
Verified22 September 2026
Related
Atlas is free to consult and always will be. Listings are editorial: placement and order are never purchasable.