Fluent in the tools modern law runs on
We work in these platforms, follow their releases, and note any certification we actually hold. Vendor-fluent — and vendor-neutral.
Practice Management
Clio
Manage, Grow, Draft, Duo (Manage AI), Accounting, and Payments — the platform family we know best; our founder holds Clio's Legal AI Fundamentals certification.
MyCase
All-in-one practice management with MyCase IQ AI — a strong fit for many small and midsize firms.
Smokeball
Automatic time capture and productivity-focused practice management, popular in high-volume practices.
PracticePanther
Streamlined practice management with strong automation rules and payments.
Legal Research & AI
LexisNexis — Lexis+ with Protégé
Personalized AI research assistant with Shepard's® Verify citation trust markers and Vault document analysis.
Thomson Reuters — Westlaw & CoCounsel
Westlaw Advantage agentic research and CoCounsel Legal, grounded in Westlaw primary law and Practical Law.
Midpage
AI-native case-law research with a proprietary citator — and an official MCP connector for Claude.
AI & Productivity
Anthropic Claude
Team and Enterprise plans with admin controls and legal connectors; retention and connector settings configured per firm.
OpenAI ChatGPT
Business and Enterprise plans with a DPA, no-training defaults, and retention controls.
Google Gemini for Workspace
AI inside Gmail, Drive, and Docs under the Workspace DPA — for firms already on Google.
Microsoft 365 & Copilot
The suite your firm already lives in — hardened, optimized, and Copilot-ready.
NetDocuments
Cloud document and email management built for legal, with governance to match.
Open-weight local models
Qwen, Gemma, gpt-oss, Llama, Mistral, and DeepSeek on hardware your firm owns — see Private & Local AI.
Clio or MyCase? See which way you lean.
Five questions, answered locally in your browser. It's a leaning, not a verdict — the assessment gives you the scored comparison, and our practice management service handles the implementation whichever way you land.
We recommend what fits — not what pays
Our current offering doesn't include reselling software, and no vendor incentive is allowed to tilt our advice. If we hold a certification or partner-program status with a vendor we recommend, receive any credit for a referral, or ever offer a product for resale, we tell you in writing before you decide — and recommendation quality is judged separately from any compensation. Your workflows, practice areas, and budget decide the recommendation. All product names and logos belong to their respective owners and appear here to identify the platforms we support; Firm Upgrade is an independent consultancy and is not affiliated with, sponsored by, or endorsed by any of them.
Torn between platforms?
The assessment includes an honest, scored comparison mapped to how your firm actually works.