Tools, Partners & Resources We Work With

We work with the tools you already know and trust — and connect you to vetted partners who can help your firm operate smarter, faster, and more profitably.

CRMs & Client Management

  • Lawmatics

  • Accelerator (preferred partner)

  • Zoho

  • Clio

  • HubSpot

  • Keap

Client Document Management

  • Decision Vault

  • Dropbox

  • Google Drive

Drafting Services

  • Back Office Drafting

  • Drafting Gurus

Internal Firm Systems

  • Zoom

  • Google Suite

  • Google Calendar

  • Outlook

  • Calendly

  • Acuity

AI Tools

  • ChatGPT

  • Gemini

  • Claude AI

  • Motion

Marketing & Analytics

  • Meta Business Suite (Facebook/Instagram)

  • LinkedIn

  • TikTok

  • YouTube

  • Google Ads (outsourced)

  • Canva

Drafting Software

  • WealthCounsel

  • Trustate

  • ADAPT

Funding Support

  • Trustate

Legacy Systems

  • Tres Primos

Event & Webinar Tools

  • Eventbrite

  • Zoom Webinars

  • GoToMeeting

We’re proud to work with the NewLaw Business Model program and support you in reaching your goals as a Personal Family Lawyer® Firm.