Getting set up for my second go-round of solo practice. General practice, but heavy focus on family and general civil lit.

Of the Case Management Software, which works best with CRM and intake? Going to be training a VA up in intake, but want as few steps as possible to keep funneling leads in.

Was deciding between Clio and PracticePanther, but then read more about MyCase and thought maybe its a better fit.

Any suggestions from anyone with an established intake process?

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We use Clio and we like it. It works well for our needs and integrates to other legal tech.

We really like Clio Grow as well for CRM and intake, but I did hear My Case is great because it’s one system vs Clio that is two platforms (Grow and Manage)

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