Practice tools
The software a practice runs on.
Refine — 3 active
3 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 2026
WordPress
Marketing, web & SEO
Website platform.
- Deployment
- Cloud
Verified22 September 2026
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Atlas is free to consult and always will be. Listings are editorial: placement and order are never purchasable.