
GITNUXSOFTWARE ADVICE
Legal Professional ServicesTop 10 Best CMS Legal Software of 2026
Top 10 ranking of cms legal software like Onit, LawVu, and Cosmolex with editorial comparison for legal teams assessing fit and features.
How we ranked these tools
An editor sets the topic, the inclusion criteria, and the evaluation framework before research starts.
AI search agents find sources, extract figures with provenance, and aggregate written reviews. They also transcribe video reviews and podcasts.
Framework: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Onit is the best fit for legal ops teams that need configurable, auditable, document-centric matter workflows, whereas Cosmolex suits SMB firms that want matter-scoped document assembly and review automation with API-based integrations.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Onit
Workflow and document actions can be configured to enforce stage-gated routing with tracked state transitions.
Best for: Fits when legal ops teams need configurable, auditable workflows tied to document-centric matter steps.
LawVu
Editor pickDocument assembly templates combined with document profiling metadata drive structured reuse across matter lifecycle workflows.
Best for: Fits when matter-centric document control and repeatable templates matter more than heavy case tooling.
Cosmolex
Editor pickTemplate-driven document assembly that binds drafted outputs to matter context and workflow stages.
Best for: Fits when firms need matter-scoped document assembly plus review automation with API-based integrations.
Comparison Table
Onit
enterpriseEnterprise legal management platform with matter management and document workflows.
Workflow and document actions can be configured to enforce stage-gated routing with tracked state transitions.
Onit is used to model legal workflows around intake, matter lifecycle checkpoints, and gated approvals where documents and actions need consistent handling. It offers a structured way to run multi-step processes, track status transitions, and route work to the right roles based on configuration. Admin governance is geared toward controlling who can see matters and who can move workflow stages, rather than only managing lists of documents. The product can be deployed in a way that fits enterprise governance needs, including integration patterns that reduce manual handoffs.
A tradeoff is that deep workflow design depends on setup and ongoing governance, especially when workflows must match complex firm processes across many practice groups. Teams that already have defined approval paths and role definitions see faster value than teams that need frequent redesign. Onit fits best when document-centered steps require consistent approvals and traceability rather than only document storage.
- +Configurable workflow approvals reduce manual status chasing across matters
- +Role-scoped access supports matter-level visibility control for teams
- +Audit-friendly task history supports review trails for gated actions
- +API-oriented integrations support syncing matter work with external systems
- –Complex workflow builds require disciplined setup and governance
- –Document workflow depth can take time to model for edge-case processes
Legal ops program managers
Standardize intake-to-approval workflow
Fewer intake exceptions and rework
Compliance and risk teams
Run approval gates for legal hold
Tighter hold governance and traceability
Show 2 more scenarios
Matter management teams
Coordinate document review cycles
More predictable turnaround times
Create stage-based review routing that keeps document actions aligned to task status.
IT systems integration teams
Sync matters via REST API
Lower operational overhead
Integrate Onit workflow events with external case tools to minimize manual data movement.
Best for: Fits when legal ops teams need configurable, auditable workflows tied to document-centric matter steps.
LawVu
enterpriseLegal workspace platform combining matter management, contract management, and document collaboration.
Document assembly templates combined with document profiling metadata drive structured reuse across matter lifecycle workflows.
LawVu’s core coverage centers on matter-aware document management with document assembly templates and metadata-driven document profiling. Content governance is handled through version history controls and permissioned access so roles can see the right materials without copying folders across matters. Support for automation focuses on repeatable workflows around drafting, reviews, and document reuse rather than generic content publishing.
A key tradeoff is that LawVu’s automation depth depends heavily on template design and metadata setup, which takes governance time before outcomes stabilize. It fits best when intake and matter opening produce structured client and case metadata that can drive downstream document creation, retrieval, and review workflows.
- +Matter-linked document assembly templates reduce repeated drafting
- +Document profiling metadata improves retrieval across large matter sets
- +Role-based visibility supports controlled access to matter content
- +Workflow automation focuses on drafting to review handoffs
- –Template and metadata design requires upfront governance discipline
- –External billing and court workflows need system integration mapping
- –Admin reporting depth may require exporting data for advanced analytics
- –Some lifecycle automation depends on maintaining consistent document naming
Legal ops managers
Standardize drafting and reviews
Fewer document inconsistencies
Practice group leaders
Enforce matter role visibility
Reduced accidental exposure
Show 2 more scenarios
Document controllers
Track versions and reuse content
Cleaner revision history
Version history and structured content reuse support review trails and faster updates.
IT integration teams
Sync matters with other systems
Lower manual coordination
Integration points support keeping document and matter states aligned across connected tools.
Best for: Fits when matter-centric document control and repeatable templates matter more than heavy case tooling.
Cosmolex
SMBLegal practice management with built-in document management and legal accounting.
Template-driven document assembly that binds drafted outputs to matter context and workflow stages.
Cosmolex organizes work around matters, so document check-in and check-out behavior can align with the current stage and the people assigned to it. Document assembly templates reduce repeated drafting by combining structured inputs with reusable content blocks. Full-text search indexing and document profiling metadata support faster retrieval across large repositories. Integration depth is driven by an API that can sync matter context and keep external systems aligned with CMS records.
A key tradeoff is that governance depends on correct matter setup and template design, since routing and review behavior inherits from those configurations. Teams with stable document patterns benefit most, since template-based assembly and automated review steps reduce manual coordination. Firms with highly bespoke drafting for every matter may see less return until templates and metadata are standardized.
- +Matter-scoped workflows keep drafting and review aligned to case context
- +Document assembly templates reduce repetitive intake and drafting work
- +Full-text search indexing improves retrieval across large matter archives
- +REST API supports matter sync and automation beyond the UI
- –Template and governance setup is required before routing rules behave consistently
- –Search and retrieval depend on consistent document profiling metadata
- –Advanced automation can require integration work for external system sync
- –Some lifecycle steps require template coverage to avoid manual routing
Intake ops teams
Standardizing opening packages for new matters
Fewer manual handoffs
Legal operations
Automating document lifecycle governance
More consistent document handling
Show 2 more scenarios
Litigation teams
Reusing structured briefing content
Faster drafting and review
Assembly templates and search indexing speed repeated filings and improve retrieval accuracy.
Technology teams
Syncing matter context to systems
Reduced manual status updates
REST API enables external case systems to sync identifiers and document state changes.
Best for: Fits when firms need matter-scoped document assembly plus review automation with API-based integrations.
Filevine
vertical specialistLegal case management software for matters, documents, workflow automation, intake, and client communication.
Configurable intake-to-matter workflow automation tied to matter records, with document profiling metadata feeding routing and search.
Filevine is a case and document management system built around configurable workflows for law firms. Its matter-centric document management supports version control, check-in check-out behavior, and document profiling metadata that teams can use for retrieval and routing.
Filevine also provides an automation surface for intake-to-matter workflows and internal approvals, plus a REST API for system-to-system matter sync. Governance controls include RBAC, audit logging, and SSO federation for centralized access management.
- +Matter-centric workflows connect intake routing to downstream tasks and approvals.
- +REST API supports external matter sync and automation with third-party systems.
- +Document profiling metadata improves search relevance and workflow-driven retrieval.
- +RBAC, audit logs, and SSO federation support controlled access at scale.
- –Workflow configuration can require careful governance to avoid inconsistent processes.
- –Deep bill review audit rules require deliberate setup to match internal policies.
Best for: Fits when mid-size firms need configurable matter workflows with API-driven integration and audit-ready governance.
Actionstep
SMBCloud legal practice management software for matters, documents, workflows, billing, and client intake.
Configurable matter workflows that drive intake through document steps and ongoing tasking within the same matter record
Actionstep manages matter work using configurable workflows tied to a centralized matter record.
The system includes legal-focused tooling for document generation and billable activity tracking that stays aligned to matter steps.
Integrations use a REST API for syncing matter data and triggering external events, and access control supports role-based visibility.
- +Configurable matter workflows connect intake, tasks, and document steps
- +API supports external system syncing for matter data and events
- +Matter-centric permissions support role-based visibility needs
- +Document generation templates reduce rework across repeated filings
- –Workflow configuration requires governance discipline to avoid drift
- –Advanced automation often depends on careful data mapping and task design
Best for: Fits when a mid-size firm needs matter lifecycle automation with REST API integration and role-based visibility.
PracticePanther
SMBLegal practice management software for matters, documents, calendaring, intake, time, and billing.
PracticePanther’s matter stage workflows link intake routing, task generation, and document actions to the same matter lifecycle state.
PracticePanther is a CMS-oriented legal case management and practice workflow system built around matter lifecycles, document handling, and client communication. It supports automated intake-to-matter routing, custom matter stages, and templates for repeatable document creation across active cases.
The product also covers e-billing workflows with LEDES-style bill exports, plus time capture designed to tie activity back to matters. Admin controls focus on user roles, matter permissions, and audit visibility for key actions tied to practice work.
- +Matter-centric workflow builder for intake, tasks, and stage-driven routing
- +Document templates speed repeat work and keep outputs tied to the matter
- +Role-based matter visibility supports ethical wall style separation in practice
- +E-billing workflow supports standard export formatting for review
- –Automation coverage depends on configuring stages, fields, and task templates
- –Trust accounting depth and IOLTA workflows need careful fit for strict policies
- –Court e-filing and docketing integrations require vendor-specific setup
- –Advanced reporting and audit granularity can lag behind larger suites
Best for: Fits when mid-size law firms need matter lifecycle automation plus bill review workflow consistency.
Lawmatics
vertical specialistLegal CRM and intake automation software for lead routing, qualification, consultation scheduling, and matter opening.
Matter-bound client portal workflow that ties document exchange and task steps to a single matter lifecycle.
Lawmatics is a CMS legal software solution built around lawyer-managed client portals and matter documents, with workflow templates that map legal tasks to each matter lifecycle.
The product centers on a document-first model that supports draft, review, and client delivery flows tied to specific matters.
It also focuses on automation surfaces that reduce manual handoffs between intake routing, ongoing matter work, and closure tasks.
Lawmatics adds governance hooks for managing roles and permissions across client and internal workspaces.
- +Matter-scoped client portal keeps document exchange tied to the correct case
- +Template-driven task flows reduce manual coordination across intake and delivery
- +Role-based access supports separate internal and client-facing workspaces
- +Document-first workflow keeps approvals and revisions attached to the matter
- –Automation coverage depends heavily on available workflow templates for each step
- –API and integration breadth can be limiting for deep e-filing and accounting requirements
- –Governance controls require careful permission design to avoid overexposure
- –Versioning and audit depth may lag specialized bill review and litigation suites
Best for: Fits when a law firm needs matter-linked document workflows and client portal delivery with structured governance.
Litera
enterpriseLegal workflow software covering document management, document comparison, drafting, and transaction collaboration.
Litera’s document automation and governance layer for controlled drafting and review across matter workflows.
Litera brings CMS legal software with document-centric workflows tied to matter lifecycle controls and enterprise deployment options. Its strengths center on automation and governance around drafting, review, and output, with integration paths for upstream and downstream case operations. Litera also provides API-driven extensibility and configuration points that fit organizations needing consistent matter-wide standards.
- +Automation for document review and drafting workflows across matter lifecycle stages
- +API surface supports matter sync and integration with external case systems
- +Strong governance tooling for repeatable document production and standards
- +Extensibility points for configuration of matter-centric behaviors
- –Configuration and governance discipline is required to keep templates consistent
- –Some CMS workflows rely on adjacent modules instead of a single unified UI
- –Admin setup can be heavier for organizations with complex permission models
- –Workflow changes may require coordination with implementation support
Best for: Fits when legal teams need governed document workflows, CMS integrations, and API-driven matter synchronization.
Aderant
enterpriseEnterprise legal business software for practice management, financial operations, billing, and matter administration.
REST API matter sync combined with workflow automation for coordinated CMS and operational integrations.
Aderant runs CMS work for law firms through matter-centric records, structured workflows, and billing and trust accounting configuration. The system supports document assembly templates, matter lifecycle tracking, and court and e-filing integrations for firms that standardize filings.
It provides an extensibility surface with REST API access and automation hooks that support data sync and operational workflows. Admin controls include governance for access boundaries and audit-oriented activity trails across matters and financial functions.
- +Matter-centric workflow engine for coordinated intake, documentation, and delivery
- +Document assembly templates support repeatable contract and pleading generation
- +REST API supports matter and operational data synchronization workflows
- +Audit-oriented activity history supports bill review and financial oversight
- –Admin setup requires configuration discipline across workflows and permissions
- –User experience depends on role setup and consistent template governance
- –Some CMS conveniences require integration work or add-on modules
- –Performance tuning may be needed for very high document volumes
Best for: Fits when firms need deep matter lifecycle control with API-driven integrations for filings and data sync.
Alt Legal
vertical specialistIntellectual property docketing software for deadlines, filings, portfolios, reporting, and workflow management.
Bill review audit rules that enforce review steps and evidence capture as part of the billing workflow.
Alt Legal is a CMS legal software offering built around matter-centric document management and workflow configuration for law firms. It supports structured matter intake, document assembly templates, and versioned work product storage tied to a case file.
The platform also includes audit-ready bill review controls, with tasking that aligns to legal billing review needs rather than only calendar or contact tracking. Integration depth centers on API-based matter sync and governance features such as SSO for identity control.
- +Matter file structure keeps documents and workflow steps aligned to case context
- +Document assembly templates speed repeatable drafting while preserving matter linkage
- +Bill review audit rules attach to billing workflows instead of living in spreadsheets
- +API-oriented matter sync supports structured integrations with external systems
- –Workflow configuration requires deliberate setup to match firm operating models
- –Full-text search indexing quality depends on how document profiling metadata is defined
- –Court e-filing and e-billing formats may require integration work beyond native defaults
- –Role-based matter visibility needs careful permission design to avoid overexposure
Best for: Fits when a firm needs matter-centric document workflows plus bill review governance with API-based integrations.
Conclusion
After evaluating 10 cms legal software, Onit stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Cms Legal Software
CMS legal software manages matter-linked documents, workflow states, and approvals inside one operational record so intake routing, drafting steps, and document actions stay consistent across the matter lifecycle. This buyer's guide compares Onit, Clio Manage, MyCase, PracticePanther, and LawVu alongside PracticePanther’s stage-driven workflow patterns, Litera’s governed document automation, and Cosmolex’s template-driven, matter-context assembly.
The ranking favors teams that need configurable workflow transitions with auditable state changes, plus REST API-based matter synchronization and integration depth for external systems. Each tool review grounds these choices in concrete mechanisms like workflow builders, document assembly templates, and API surface for matter sync and automation.
Matter-centric CMS for legal teams with workflow automation and document governance
CMS legal software in law firms ties documents to specific matters and workflow stages so routing decisions and approvals follow matter status rather than living in disconnected inbox processes. Onit focuses on stage-gated routing with tracked state transitions and role-scoped matter visibility control for teams that need auditable workflow steps.
LawVu emphasizes document assembly templates paired with document profiling metadata so repeatable drafting and structured retrieval work across large matter sets. Cosmolex also centers template-driven document assembly that binds drafted outputs to matter context and workflow stages, with API-based integrations positioned for firms that want automation tied to case workflow steps. Across the category, practical differences show up in workflow configuration depth, how much governance the system supports for templates and routing rules, and how reliably the API surface can sync matter events and records to external tools.
Core CMS Legal Software capabilities that change workflow outcomes
CMS legal software succeeds when document actions and approvals follow a matter lifecycle state rather than ad hoc email chains. The category value shows up in how workflow transitions are enforced, how document templates bind output to the right matter context, and how the API surface supports matter record synchronization.
These capabilities also determine governance load. Tools like Onit and Filevine tie stage changes to auditable workflow transitions, while LawVu and Cosmolex emphasize template reuse paired with document profiling metadata for structured retrieval and consistent drafting across many matters.
Stage-gated workflow transitions with tracked state
Onit configures workflow actions to enforce stage-gated routing with tracked state transitions, and PracticePanther links intake routing, task generation, and document actions to the same matter lifecycle state.
Document assembly templates tied to matter context
Cosmolex uses template-driven document assembly that binds drafted outputs to matter context and workflow stages, and PracticePanther uses document templates that keep outputs tied to the matter.
Document profiling metadata for routing and retrieval
LawVu pairs document assembly templates with document profiling metadata for structured reuse and improved retrieval across large matter sets, and Filevine feeds document profiling metadata into routing and search.
REST API surface for matter record sync and automation
Filevine provides REST API support for external matter sync and automation with third-party systems, and Actionstep uses a REST API to sync external system events and matter data.
Governance controls for role-based matter visibility and approvals
Onit combines role-scoped access with matter-level visibility control while requiring workflow approvals that reduce manual status chasing, and Lawmatics uses a matter-scoped client portal workflow to keep document exchange tied to the correct case.
A decision framework for matching workflow depth, document control, and API automation
The right CMS legal software depends on where workflow control must live: inside the workflow engine, inside template design, or inside document governance automation. Teams also need to confirm whether matter synchronization must happen through a REST API and whether workflow configuration requires disciplined governance to prevent drift.
The steps below split decision paths by operational model so firms can avoid buying a system that focuses on the wrong center of gravity, such as stage transitions versus template-driven drafting versus portal delivery tied to matter lifecycle steps.
Start with the workflow control model: stage engine versus template reuse
If workflow outcomes must change based on enforced stage-gated routing and tracked transitions, Onit and PracticePanther align because both anchor routing and actions to matter lifecycle state. If drafting consistency and repeatable outputs matter more than heavy case tooling, LawVu and Cosmolex emphasize document assembly templates and matter-linked reuse across lifecycle workflows.
Choose how structured retrieval must work: profiling metadata versus search behavior
When retrieval has to scale across many matters, prioritize document profiling metadata paired with templates, because LawVu and Filevine both connect metadata to structured reuse and routing or search. When document profiling metadata quality is expected to be controlled through template governance, Cosmolex relies on consistent profiling metadata so retrieval depends on upfront metadata design discipline.
Map automation integration needs to the API surface: events and matter sync
If external systems must receive matter record updates and automation signals, confirm a REST API matter sync path by evaluating Filevine and Actionstep. If deep operational coordination between CMS and other systems is the target, Aderant pairs REST API matter sync with coordinated intake, documentation, and delivery workflows.
Validate governance depth: permissions and workflow approvals versus configuration effort
For firms that require auditable workflow approvals and matter-level access boundaries, Onit provides configurable workflow approvals and role-scoped access control. If governance effort is constrained, avoid under-scoped template and workflow design because several tools require configuration discipline to prevent inconsistent processes and workflow drift.
Match the document workflow to the delivery channel the firm runs
If client-facing document exchange must stay tied to one matter lifecycle, Lawmatics uses a matter-bound client portal workflow that connects document exchange and task steps to the matter state. If internal document review and drafting must be governed across lifecycle stages with integration support, Litera focuses on document automation and a governance layer for controlled drafting and review.
Who benefits from each CMS Legal Software pattern
CMS legal software buyers typically need matter-linked documentation plus workflow state control that reduces manual chasing. The best match depends on whether the firm runs around stage transitions, around template-driven drafting, or around governance-heavy document automation.
The segments below map common operating models to the tools that show the strongest fit in their review cards.
Legal ops teams running stage-based routing and approvals across many matters
Onit supports stage-gated routing with tracked state transitions and workflow approvals, and its role-scoped access supports matter-level visibility control for teams.
Firms standardizing intake-to-drafting using repeatable document assemblies
LawVu and Cosmolex both center matter-linked document assembly templates, and their document profiling metadata approach determines how consistently retrieval works as matter volume grows.
Mid-size firms needing configurable intake-to-matter automation plus external system sync
Filevine automates intake-to-matter workflows tied to matter records and pairs it with REST API support for external matter sync, and Actionstep also supports REST API integration for matter data and events.
Practice teams that rely on document and task steps moving together through matter stages
PracticePanther ties intake routing, task generation, and document actions to the same matter stage workflow, and Lawmatics ties document exchange and task steps to a matter lifecycle state in its client portal.
Firms that treat document automation and review governance as a primary system boundary
Litera provides a document automation and governance layer across matter workflows, and it pairs governed drafting and review automation with API-driven matter synchronization.
Common CMS Legal Software buying pitfalls
The most frequent failure mode is selecting based on headline workflow automation without matching it to the firm’s governance capacity. Workflow depth can require disciplined configuration, and document assembly templates can require upfront design so routing rules and retrieval stay consistent.
The mistakes below focus on how buyers misread the configuration and governance requirements embedded in the tools’ workflow and template models.
Assuming stage workflows work automatically without disciplined setup and governance
Onit and Filevine both require careful workflow configuration so routing rules do not become inconsistent, and buyers should plan for governance ownership of stages, fields, and transition logic.
Building templates without a document profiling metadata plan for retrieval quality
LawVu improves retrieval when document profiling metadata is designed to match retrieval patterns, and Cosmolex ties search and retrieval behavior to consistent document profiling metadata.
Underestimating the integration mapping work needed for external billing or court workflows
LawVu calls out that external billing and court workflows require system integration mapping, and buyers should model required events and data fields before committing to a template and workflow rollout.
Choosing automation depth that exceeds the firm’s bill review evidence capture requirements
Alt Legal stands out for bill review audit rules with evidence capture as part of the billing workflow, and firms that must enforce review evidence should not default to tools that focus mainly on general matter workflows.
Skipping role configuration and permissions validation for matter visibility
Onit explicitly includes role-scoped access for matter-level visibility control, and buyers should validate how permissions interact with stage-gated routing and approvals before rolling out templates and workflows.
How We Selected and Ranked These Tools
We evaluated CMS legal software tools by weighting workflow and document governance features at 40%, then weighting ease of configuration and day-to-day usability at 30%, and weighting value fit for matter-centric operations at 30%. We validated category fit through how each tool enforces stage-gated routing with tracked transitions, how document assembly templates bind outputs to matter context, and how the REST API surface supports matter sync and automation with external systems.
Onit set the top position because its workflow builder supports stage-gated routing with tracked state transitions, its role-scoped access supports matter-level visibility control, and its configurable workflow approvals reduce manual status chasing across matters. We also ranked alternatives against their own strengths, including LawVu for template-driven reuse with document profiling metadata, Cosmolex for template-driven matter-context assembly with API integrations, and Filevine for intake-to-matter automation tied to matter records with REST API support.
Frequently Asked Questions About Cms Legal Software
How do Onit and Cosmolex differ in matter-gated workflow configuration?
When do firms pick Actionstep over PracticePanther for intake-to-close automation?
Which tools provide a REST API surface for matter synchronization with external systems?
What breaks if data migration does not preserve the document profiling metadata model in Filevine or LawVu?
How do SSO and RBAC controls differ across Litera and Filevine for shared matter access?
Which product handles bill review governance more directly as workflow evidence capture?
What is the tradeoff between Lawmatics and Matter-first workflow tools like Actionstep for client delivery?
How do Cosmolex and Onit approach audit trail coverage for routing and approvals?
Where do extensibility and admin controls show up differently when integrating a CMS with court e-filing workflows?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
- Top 10 Best Forgery Software of 2026
- Top 10 Best Forensic Accounting Software of 2026
- Top 10 Best Florida Estate Planning Software of 2026
- Top 10 Best Financial Consulting Software of 2026
- Top 10 Best Estate Tax Planning Software of 2026
- Top 10 Best Estate Planner Software of 2026
- Top 10 Best Estate Attorney Software of 2026
- Top 10 Best Enterprises Contract Management Software of 2026
- Top 10 Best Enterprise Records Management Software of 2026
- Top 10 Best Enterprise Legal Management Software of 2026
- Top 10 Best Electronic Notary Software of 2026
- Top 10 Best Electronic Contract Software of 2026
- Top 10 Best Efile Software of 2026
- Top 10 Best E Contract Software of 2026
- Top 10 Best Document Checking Software of 2026
- Top 10 Best Document Change Control Software of 2026
- Top 10 Best Docketing Software of 2026
- Top 10 Best Diligence Software of 2026
- Top 10 Best Digitally Signed Software of 2026
- Top 10 Best Digitally Sign Software of 2026
Keep exploring
Comparing two specific tools?
Software Alternatives
See head-to-head software comparisons with feature breakdowns, pricing, and our recommendation for each use case.
Explore software alternatives→In this category
Legal Professional Services alternatives
See side-by-side comparisons of legal professional services tools and pick the right one for your stack.
Compare legal professional services tools→