feature · 7 September 2026
On the Atlas: five tools for the first conversation with a client
Discover five Atlas entries for client intake and relationship management, from estate-planning questionnaires to enquiries and referrals.
The Profession
2 min read
The first enquiry can arrive while everyone is doing something else. A phone message becomes an email, then a note, and the person who follows it up has to reconstruct the conversation. This week’s Atlas discoveries look at five tools in the intake and relationship-management category. Each is a starting point for examining what happens before a matter is properly underway.
Clio Grow: looking closely at the beginning
Clio Grow is listed in the Atlas for client intake and relationship management. Its profile is worth opening when the practice is examining the transition from enquiry to an organised client relationship. Start by mapping that transition in your own office: who receives the enquiry, what information is needed and where responsibility passes next. Then investigate how the proposed product fits that sequence and the practice’s existing systems.
Explore Clio Grow on the Atlas
DecisionVault: information shaped around estate planning
Logo: DecisionVault; image used in its Atlas listing.
DecisionVault focuses on client intake for estate planning, collecting family and contact information alongside asset and beneficiary details. Its Atlas entry describes connections into practice and document workflows. The specialisation is the interesting part: the information needed to begin estate work has its own structure. Explore how the platform’s questions and connected systems fit the practice’s requirements, including the work needed to review the information supplied.
Explore DecisionVault on the Atlas
HubSpot: a relationship-management starting point
HubSpot appears in the Atlas’s intake and CRM category as a cloud tool for client intake and relationship management. Its entry may interest readers looking at how enquiries are recorded and followed over time. A useful evaluation starts with the practice’s own process and the information it intends to retain. Examine the actual product configuration and subscription scope, including how a prospective client record would connect with the eventual matter.
Lawmatics: following an enquiry through
Lawmatics is another cloud entry in the Atlas’s client intake and relationship-management category. It provides a discovery point for practices examining the work between receiving an enquiry and deciding what should happen next. Investigate the specific functions that would support that process. Keep the evaluation close to an ordinary enquiry with an awkward detail; the exception often reveals more about a workflow than the clean demonstration example.
Explore Lawmatics on the Atlas
RedView: extending the system already in place
Logo: RedView; image used in its Atlas listing.
RedView offers legal software modules that extend existing practice systems. Its CRM covers enquiry capture, referrals and business development activity, within a wider modular offering. That makes it worth discovering when the practice wants to examine its front-end process alongside the software it already uses. The Atlas profile points to the relevant scope; confirm the required integrations and functions rather than treating the full product family as a single package.
Intake software should be explored against the experience of both the prospective client and the person receiving the enquiry. Use these Atlas entries to investigate a defined process, with clear decisions about what information is collected and who takes the next step.
The views expressed by contributing authors are their own and do not necessarily reflect the views of The Profession.
