Recommended stack
The tech stack we actually use
Every tool below shows up in the builds we ship for firms. No pay-to-play listings — just what survives real matter volume.
CRMs & practice management
Clio
Why we recommend it
The most complete matter, billing, and client portal system for small and mid-size firms — and its API surface makes every downstream automation possible.
Try it FreeLawmatics
Why we recommend it
Purpose-built intake and marketing automation for law firms: lead scoring, drip campaigns, and e-signature engagement letters out of the box.
Try it FreeDocument & workflow automation
Make.com
Why we recommend it
Visual, branching automation with real error handling. Best choice when a workflow has conditional logic that Zapier would make expensive or brittle.
Try it FreeZapier
Why we recommend it
The fastest path from idea to running workflow, with the widest app catalog. Ideal for straightforward intake, notification, and filing handoffs.
Try it FreeAI tools
ChatGPT Enterprise
Why we recommend it
Team-wide AI with no training on your data, admin controls, and long-context document review — the safest general-purpose model for firm use.
Try it FreeClaude for Work
Why we recommend it
Excellent long-document reasoning for contract and discovery review, with careful, citation-friendly summarization.
Try it Free