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Guides for firms choosing their software

Written for the partner who has to decide, and the office manager who has to live with the decision.

Start here

Choosing practice management software comes down to three questions: what it replaces, what it costs in total, and whether your own kind of matters fit it. These guides walk through each, in plain words, with the questions to ask any vendor, including us.

The guides

How to choose practice management software.

Ten questions to ask before you sign.

Intake that turns inquiries into clients.

What a law firm intake system should do, from the first inquiry to the signed client.

A law firm website that ranks and gets cited by AI.

What helps a firm's site show up in search results and in AI answers, and how to check it.

The glossary.

The words in law firm software, each defined in a sentence.

Compared

Dated comparisons, sourced to each company's own pages: Clio, MyCase, Smokeball, PracticePanther, Filevine and Lawmatics.

Questions

How do I choose practice management software for a small law firm?

Choose by what the software replaces, what it costs in total and whether your own kind of matters fit it, then see it run with matters like yours before you sign. Our guide lists the ten questions to ask any vendor.

What should a law firm intake system do?

A law firm intake system should catch every inquiry, answer it quickly, check for conflicts, book the consultation, and carry the details into the client's file without retyping. Our intake guide takes each step in turn.

How does a law firm get cited in AI answers?

A law firm is more likely to be cited in AI answers when its pages answer clients' questions directly, carry structured data that matches the page, and are open to AI assistants. Our website guide explains how to check where you stand.

A walkthrough shows Compass by WattReach with a sample firm set up like yours.