CONNECTED SYSTEMS

Clio Grow is a cloud-based client intake and CRM platform designed to help law firms attract, capture, and convert prospective clients through automated workflows, online intake forms, appointment scheduling, and email marketing. It integrates seamlessly with Clio Manage to sync lead data directly into active matters, giving firms a streamlined path from first contact to signed engagement.

Clio Manage is a cloud-based legal practice management platform that centralizes case management, time tracking, billing, document storage, and client communications in one unified workspace. Trusted by over 150,000 legal professionals worldwide, it streamlines day-to-day firm operations so lawyers can spend less time on administrative tasks and more time on billable work.

Filevine is an AI-powered legal practice management platform that centralizes case management, document automation, task tracking, client communication, and billing in a single highly customizable workspace. Powered by its Legal Operating Intelligence System (LOIS), Filevine enables law firms, enterprises, and government agencies to surface case insights, draft documents, and manage complex legal workflows with built-in AI assistance.

LeadDocket is a cloud-based lead capture and intake management platform built exclusively for law firms, offering automated follow-up workflows, customizable intake forms, referral tracking, and detailed marketing ROI reporting in one centralized system. Now part of the Filevine family, it helps firms convert more prospects into signed clients by ensuring every lead is captured, prioritized, and pursued without anything falling through the cracks.

Lawmatics is a legal CRM and client intake platform that helps law firms automate lead follow-up, appointment scheduling, document generation, marketing campaigns, and billing — all from one centralized system designed to turn more prospects into signed clients. Built to work alongside existing case management software like Clio, MyCase, and Filevine, it gives firms the marketing automation and pipeline visibility needed to grow their practice without adding to their team's workload.

SharePoint is Microsoft's cloud-based document management and collaboration platform that allows law firms to store, organize, share, and co-author files securely across teams and offices from a centralized intranet. It integrates natively with Microsoft 365 tools like Word, Outlook, and Teams, making it a widely adopted foundation for internal knowledge management, document version control, and firm-wide workflow automation.

Dropbox is a cloud-based file storage and collaboration platform that allows law firms to securely store, sync, and share documents across devices and team members from anywhere. With features like version history, granular access controls, and integrations with tools like Microsoft Office and Slack, it provides a straightforward solution for firms that need reliable, accessible file management without the complexity of a full document management system.