GITNUXSOFTWARE ADVICE
Legal Professional ServicesTop 10 Best Law Firm Document Management Software of 2026
Top 10 ranking of law firm document management software with criteria and tradeoffs for legal teams, covering NetDocuments, MerusCase, Rocket Matter.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
NetDocuments is the best fit if governance, auditability, and extensibility are driving your matter workspaces, whereas MerusCase suits teams that want matter-centric legal filing with governed metadata tagging and strong search across active cases.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
NetDocuments
Document-level security tied to matter workspaces plus audit trail coverage for document lifecycle events.
Built for fits when governance, auditability, and extensibility matter more than basic storage..
MerusCase
Editor pickMatter assignment driven by document profiling and metadata tagging that reduces manual filing at intake.
Built for fits when firms need matter-centric filing with governed metadata tagging and strong search across active cases..
Rocket Matter
Editor pickEmail-to-matter filing that links inbound messages directly into matter documents with searchable content.
Built for fits when matter teams need an organized electronic case file with search and filing automation..
Related reading
- Legal Professional ServicesTop 10 Best Large Law Firm Document Management Software of 2026
- Legal Professional ServicesTop 10 Best Law Firm Task Management Software of 2026
- Legal Professional ServicesTop 10 Best Law Firm CRM Software of 2026
- Legal Professional ServicesTop 10 Best Law Firm Docketing Software of 2026
Comparison Table
NetDocuments
enterpriseCloud document management platform with matter workspaces, governance, and secure collaboration.
Document-level security tied to matter workspaces plus audit trail coverage for document lifecycle events.
NetDocuments centers on matter-centric organization using metadata that travels with documents across workspaces. Full-text search spans content and supports legal workflows that depend on version control and controlled access. The platform adds retention and legal hold capabilities for records governance and supports check-in and check-out style collaboration patterns. Integrations and automation are strongest when teams need document lifecycle events to feed downstream systems.
A tradeoff appears in configuration depth since consistent metadata, permissions, and retention settings require deliberate setup. NetDocuments fits firms that need strong admin controls and auditability for multiple practices, offices, and matters. It also fits teams that want API-based extensibility for email-to-matter filing and custom document workflows.
- +Matter-centric file structure keeps documents and metadata aligned
- +Granular document permissions with detailed audit trails
- +API and integrations support automation across email and legal systems
- +Retention and legal hold features support records governance
- –Getting metadata and governance consistent takes disciplined setup
- –Advanced workflows often require configuration or external services
- –Large integration projects can add admin overhead
Legal operations teams
Automate intake to matter filing
Fewer misfiled documents
Litigation teams
Control access during matter discovery
Tighter ethical-screen control
Show 2 more scenarios
Records and compliance
Run retention and legal hold
Lower compliance risk
Set retention and legal hold policies aligned to matter lifecycle milestones.
Knowledge management
Improve retrieval with consistent metadata
Faster document discovery
Maintain metadata tagging rules so full-text search and filters return predictable results.
Best for: Fits when governance, auditability, and extensibility matter more than basic storage.
More related reading
MerusCase
vertical specialistCloud legal case management software with document organization, calendaring, billing, and client communication.
Matter assignment driven by document profiling and metadata tagging that reduces manual filing at intake.
MerusCase is geared for firms that file documents into structured matters and need predictable classification and retrieval. Document profiling and metadata tagging reduce manual filing steps when document attributes are available from email attachments, uploads, or intake streams. Full-text legal search helps teams find content across matters when OCR processing is available for scanned inputs.
A key tradeoff is that effective metadata tagging depends on good intake quality and consistent matter conventions. MerusCase fits best when the firm wants controlled, repeatable document filing and review steps across practice groups, not when each case follows ad hoc document structures with minimal metadata.
- +Document profiling and metadata tagging improve classification consistency
- +Audit trail supports defensible accountability across document changes
- +Full-text legal search speeds retrieval across large matter libraries
- +Version control preserves an electronic case file over time
- –Metadata tagging accuracy drops with inconsistent intake naming and fields
- –Complex workflows can require admin attention to keep conventions aligned
- –Advanced redaction workflows depend on document formats and tooling fit
- –Check-in and lock behavior can slow rapid drafting without conventions
Litigation teams
File discovery by matter and attributes
Faster discovery organization
Paralegals and records staff
Standardize metadata and document versions
Reduced rework and misfiles
Show 2 more scenarios
Attorneys
Find contract terms inside matters
Shorter research cycles
Run full-text legal search across OCR-ready content to locate relevant language quickly.
Firm administrators
Track change accountability
Stronger compliance visibility
Rely on audit trail records to review who changed documents and when.
Best for: Fits when firms need matter-centric filing with governed metadata tagging and strong search across active cases.
Rocket Matter
SMBLegal practice management software offering matter organization, document storage, billing, and workflow tools.
Email-to-matter filing that links inbound messages directly into matter documents with searchable content.
Rocket Matter uses a matter-first structure that keeps document context tied to the electronic case file, rather than pushing everything into generic folders. Document handling includes version control, check-in style behaviors, and metadata-driven organization for faster retrieval. Full-text legal search and OCR for scanned files support discovery work inside matters, not just at the global document library level.
A tradeoff appears in how workflows can require deliberate configuration when teams want consistent naming, metadata tagging, and filing rules across many matters. Rocket Matter fits best for firms that already run repeatable intake and filing patterns and want a single system where email-to-matter filing and document storage stay synchronized for active matters.
- +Matter-first workspace keeps document context attached to active files
- +Version history supports traceability during document updates
- +Full-text search plus OCR improves retrieval for scanned pleadings
- +Email-to-matter filing reduces duplicate storage steps
- –Consistent metadata tagging requires disciplined setup and ongoing governance
- –Advanced retention and disposition controls need careful alignment to firm policies
- –Some integration workflows depend on external connectors and configured mappings
Litigation teams
Track revisions during discovery prep
Quicker discovery review cycles
Legal ops administrators
Standardize intake and document filing
Cleaner case files
Show 2 more scenarios
Practice group staff
File documents from email
Less time spent organizing
Staff route inbound correspondence into matter folders without manual copy and paste steps.
Attorneys
Find prior work across matters
Reduced retrieval time
Attorneys use full-text search and OCR to locate clauses and exhibit text across the matter archive.
Best for: Fits when matter teams need an organized electronic case file with search and filing automation.
Worldox
vertical specialistLegal document management software supporting matter organization, search, version control, and email filing.
Document profiling-driven auto-filing that applies matter and metadata rules at document registration time.
Worldox is a law firm document management system centered on a matter-centric electronic case file and consistent filing workflows across users. It provides full-text legal search with configurable metadata fields, plus document profiling to reduce misfiled documents and speed up intake.
The product tracks document version history with check-in and check-out controls, and it supports document locking to prevent conflicting edits. Worldox also integrates with common email client and practice management ecosystems to file messages and attachments directly into matters.
- +Matter-first filing patterns with document profiling reduces misclassification
- +Full-text legal search across stored document content
- +Version history with check-in and check-out controls
- +Email-to-matter filing for messages and attachments inside the workflow
- –Admin configuration is a governance-heavy project for metadata and profiling
- –Some workflows require site-specific scripting or add-ons for automation depth
- –Advanced deployments can demand training to avoid filing rule drift
- –Large scanning ingestion depends on consistent document profiling rules
Best for: Fits when firms need matter-centric electronic case files with search, profiling, and controlled editing across multiple practices.
Smokeball
SMBCloud legal practice management software with document automation, email filing, billing, and workflow tracking.
Email-to-matter filing that auto-associates messages into matter workspaces and supports profiling for consistent downstream indexing.
Smokeball files email and documents into matter-centric workspaces while preserving key context for downstream work.
It pairs document organization with full-text legal search, document profiling workflows, and document assembly features that reduce manual rework.
Matter-level activity tracking records document-related actions so firms can reconstruct what changed and when.
Admin controls focus on controlling access and retaining audit visibility across users and matters.
- +Email-to-matter filing reduces manual document routing
- +Document profiling supports consistent metadata capture during intake
- +Full-text legal search improves findability across matter libraries
- +Matter-level activity tracking strengthens change visibility
- –Smokeball document assembly depends on consistent template and naming hygiene
- –Advanced controls require careful rollout to avoid inconsistent user behavior
- –Large scanning backlogs can slow profiling if OCR volume spikes
- –Some workflow gaps may require add-ons or custom processes
Best for: Fits when litigation and regulatory teams want matter-first organization and search with profiling-driven intake.
Filevine
vertical specialistLegal work platform combining case management, document collaboration, workflow automation, and client communication.
Matter-driven document filing with workflow rules that can enforce intake steps before documents land in final categories.
Filevine organizes legal work around matter-centric workspaces and an electronic case file, with document filing tied to matters and people. Document management includes versioning, check-in style controls, and search that works across uploaded content and metadata fields used in practice workflows.
The product’s document activity history supports audit-style review for who did what to a file over time. Admins can govern access using role-based permissions and can automate routine document intake through workflow rules tied to matters.
- +Matter-linked electronic case file keeps documents attached to work context
- +Workflow automation can drive intake, categorization, and routing inside the matter
- +Search targets document content plus metadata fields used in matter forms
- +Access controls support role-based permissions and file-level visibility rules
- –Setup of metadata, permissions, and forms takes governance effort
- –Deep email-to-matter filing can depend on configuration and supported integrations
- –Advanced redaction workflows need process discipline rather than one-click templates
- –Custom automation requires builders who understand Filevine workflow objects
Best for: Fits when mid-size firms need matter-centric document filing with workflow automation and governed access control.
Clio
SMBCloud legal practice management platform with document management, client portals, templates, and integrations.
Email-to-matter filing routes inbound documents directly into the correct matter workspace with searchable OCR text.
Clio centers document management around a matter-centric workspace tied to its broader practice management workflows. It supports controlled document workflows with version history, search that includes OCR text from scanned documents, and structured metadata tagging for easier retrieval.
Clio also handles email-to-matter filing, which keeps incoming communications connected to the right electronic case file without manual re-linking. For law firms that want document controls aligned to matter activity, Clio provides a governed path from upload to collaboration.
- +Matter-linked document filing keeps an electronic case file connected to work
- +OCR text extraction improves full-text legal search on scanned PDFs
- +Document version history supports review cycles without losing prior copies
- +Metadata tagging improves retrieval across large matter volumes
- –Advanced document governance requires careful configuration across roles
- –Complex retention automation may need add-on workflows for edge cases
- –Check-in and document locking behavior is limited by collaboration patterns
- –Custom automation depends on available integration points and API design
Best for: Fits when firms want matter-first document organization with OCR search and email-to-matter filing.
MyCase
SMBLegal practice management software with document storage, client communication, billing, and online payments.
Matter-scoped document storage tied to case communication and task workflows, with client access governed per matter context.
MyCase centralizes client communications and matter files into an electronic case file built around practice workflows. Document upload, organization, and version tracking work alongside matter-centric task and communication features, which reduces context switching during review and filing.
The system supports search within matter materials and provides sharing controls for client-facing access. Automation and integrations extend file routing and e-signature workflows, which connects document handling to broader case management operations.
- +Matter-first workspace keeps documents, tasks, and messages in the same workflow
- +Document versioning reduces accidental loss during edits and re-uploads
- +Search across matter materials speeds up locating prior work product
- +Permissions and client access controls support controlled sharing workflows
- –Finer-grained document lifecycle controls for retention and legal hold are limited
- –Bulk import and migration require planning to preserve organization and metadata
- –Advanced redaction and PDF handling require extra operational steps
- –Governance reporting and audit log granularity may be thin for high compliance needs
Best for: Fits when mid-size firms want matter-centric document handling integrated with case workflows.
Litify
enterpriseLegal operations platform built on Salesforce with matter, document, workflow, and client management.
Workflow-driven document processing that attaches templates and rules to each matter stage, not a generic file library.
Litify performs legal intake and matter document workflows by connecting emails, forms, and document assembly into a matter-centric workspace. Document handling includes version control and matter-scoped access controls designed for controlled collaboration.
Admin tooling centers on permissions, audit visibility, and automated workflow triggers that act when documents change. Integrations broaden coverage by connecting practice management and email systems to keep the electronic case file current.
- +Matter-scoped workflows reduce misfilings by routing documents through rules
- +Version control keeps evidence and submissions aligned to the active matter record
- +Audit visibility supports compliance-oriented reviews of document actions
- +Workflow automation triggers on document changes instead of manual rework
- –Advanced governance needs careful role design to avoid overexposure
- –Deep document processing like OCR and Bates automation depends on external components
- –Large-volume imports can require batching to keep user operations responsive
- –PDF redaction workflows are limited compared with document-specialist tooling
Best for: Fits when law firms need automated intake-to-matter document workflows with strong matter-scoped permissions.
PracticePanther
SMBLegal practice management platform with matter documents, workflows, billing, payments, and client portals.
Matter-based routing and linking of uploaded files into active matters to keep the electronic case file current.
PracticePanther fits law firms that want matter-centric document storage tied to practice workflows. It supports an electronic case file, versioned document handling, and metadata tagging so teams can find work by context and not just filenames.
The system also includes document profiling-style capture workflows and audit trail visibility for file events. Firms get automation around intake and matter assignment by routing documents into the right matters instead of managing folders manually.
- +Matter-based filing keeps documents attached to the electronic case file
- +Document version history reduces ambiguity during revisions and resubmissions
- +Metadata tagging supports targeted search and filtering inside active matters
- +Audit trail records key document events for internal oversight
- –Role permissions require careful governance to prevent cross-matter exposure
- –Some redaction workflows depend on document format quality for best results
- –Advanced document assembly workflows are less extensive than document-heavy suites
- –Bulk operations for large historical archives can require extra admin attention
Best for: Fits when mid-size firms need matter-first document organization with audit visibility.
Conclusion
After evaluating 10 legal professional services, NetDocuments 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 law firm document management software
Law firm document management software centralizes an electronic case file so documents stay attached to matter context, from intake through version history and audit trail. This buyer’s guide covers NetDocuments, MerusCase, Rocket Matter, Worldox, Smokeball, Filevine, Clio, MyCase, Litify, and PracticePanther.
Across these tools, matter-centric workspaces drive how documents are filed, searched, and governed. Each option differentiates around document profiling for classification and email-to-matter filing for faster intake, with governance depth and automation configuration shaping day-to-day control.
Law firm document management software for matter-centric filing, search, and governed document lifecycle
Law firm document management software stores and organizes legal documents in matter-linked workspaces so teams can keep submissions and evidence aligned to the active case record. Tools such as NetDocuments tie document-level security and audit trail coverage to matter workspaces, while Rocket Matter emphasizes email-to-matter filing that links inbound messages into searchable matter documents.
Most systems also rely on document profiling and metadata tagging to reduce manual misfiling during intake, as shown by MerusCase and Worldox. Workflow rules and governed access control can enforce how documents move into final categories, with Filevine using matter-driven workflow automation to gate intake steps before documents land in controlled locations.
Evaluation criteria for law firm document management software
Matter-centric workspaces must anchor every document action to the electronic case file so teams can keep document context consistent across intake, updates, and search. NetDocuments and MyCase both tie document storage to matter context so case communications and submissions stay connected to the active matter record.
The differentiators then show up in classification automation and governance depth. MerusCase and Worldox use document profiling and metadata tagging to reduce manual filing at intake, while Rocket Matter, Smokeball, and Clio focus on email-to-matter filing that routes inbound items into searchable matter documents.
Matter workspace attachment and document context persistence
NetDocuments keeps documents aligned to matter workspaces and uses matter-centric file structure so permissions and audit trails track the full document lifecycle. MyCase also keeps documents, tasks, and messages in the same workflow so the electronic case file stays current during matter activity.
Email-to-matter filing and searchable intake routing
Rocket Matter links inbound messages directly into matter documents and supports searchable content for faster litigation intake. Clio performs email-to-matter filing with OCR text extraction so scanned PDFs become full-text searchable inside the correct matter workspace.
Document profiling and metadata tagging at intake
MerusCase uses matter assignment driven by document profiling and metadata tagging to reduce manual filing during intake. Worldox applies matter and metadata rules at document registration time using document profiling so documents land in governed categories with fewer misclassifications.
Audit trail coverage for document lifecycle events
NetDocuments provides detailed audit trail coverage for document lifecycle events tied to matter workspaces. MerusCase supports audit trail support for defensible accountability across document changes.
Workflow rules that gate intake and routing
Filevine uses workflow automation rules that can enforce intake steps before documents land in final categories. Litify attaches templates and rules to each matter stage so document processing follows the active matter workflow rather than a generic library.
Role access design and cross-matter governance controls
NetDocuments delivers granular document permissions with detailed audit trails, which supports stricter segregation between matters. PracticePanther flags that role permissions require careful governance to prevent cross-matter exposure.
Complex processing depth and external dependency risks
Litify supports matter-scoped workflow processing but deeper document processing like OCR and Bates automation depends on external components. Clio similarly improves search with OCR text extraction, while MyCase limits finer-grained lifecycle controls for retention and legal hold.
How to choose based on integration depth, automation surface, and governance fit
Selection should start with the intake path that drives daily work. Tools that lead with email-to-matter filing are most efficient when inbox capture is the dominant input, while tools that lead with document profiling and metadata tagging are most efficient when documents arrive through uploads that require consistent classification.
Then match governance requirements to each platform’s automation and configuration model. NetDocuments prioritizes matter-scoped security plus audit trail coverage for document lifecycle events, while Filevine and Litify emphasize workflow rules that route documents through matter stages before final categorization.
Pick the primary intake mechanism the firm will operationalize
If inbound emails dominate intake, prioritize Rocket Matter, Smokeball, or Clio because each routes messages into matter workspaces with searchable content. If uploads dominate intake, prioritize MerusCase or Worldox because both use document profiling and metadata tagging to classify documents at registration time.
Match classification automation to naming consistency realities
If intake naming and field population are inconsistent across users, MerusCase can lose metadata tagging accuracy and requires disciplined intake naming. If the firm can standardize document registration inputs, Worldox can reduce misclassification through profiling rules applied at document registration time.
Choose the governance model that fits evidence and lifecycle audit needs
If document lifecycle audit trail coverage and matter-tied security are the controlling requirement, prioritize NetDocuments because it ties document-level security to matter workspaces and covers lifecycle events in its audit trails. If auditability is driven by document change accountability across active cases, prioritize MerusCase because its audit trail supports defensible accountability across document changes.
Decide whether routing is workflow-driven or metadata-driven
If documents must move through enforced intake steps before final categories, prioritize Filevine because workflow automation can gate intake and routing inside the matter. If documents must attach templates and rules to each matter stage, prioritize Litify because its processing follows matter stages rather than a generic filing library.
Validate how much configuration governance the firm can sustain
If metadata consistency requires ongoing admin attention, both MerusCase and Worldox can require governance discipline to keep conventions aligned. If the firm can operate templates consistently, Smokeball can reduce manual routing through email-to-matter filing, but document assembly depends on template and naming hygiene.
Stress test cross-matter permissions and lifecycle edge cases
If cross-matter exposure prevention is a hard requirement, prioritize tools that emphasize granular document permissions and flag role governance needs like PracticePanther for permission design. If retention and legal hold automation must handle complex edge cases, test MyCase because it flags that finer-grained lifecycle controls are limited for retention and legal hold.
Who should buy law firm document management software
Firms that run active matter pipelines need document management that keeps every electronic case file submission connected to matter context for consistent search and collaboration. NetDocuments and Rocket Matter fit teams that want matter-first organization so documents remain attached to the active case record across updates.
The strongest buying fit comes when automation reduces manual filing and governance reduces document drift. MerusCase and Worldox fit when controlled metadata tagging and document profiling can standardize intake, while Filevine and Litify fit when matter-stage workflows must drive document processing and routing.
Litigation and regulatory teams running heavy email intake
Rocket Matter routes inbound messages into matter documents with searchable content, which reduces manual routing during drafting. Clio adds OCR text extraction so scanned PDFs from email capture become full-text searchable inside the correct matter workspace.
Matter teams that can enforce intake conventions for metadata accuracy
MerusCase and Worldox both use document profiling and metadata tagging to improve classification consistency during intake. Worldox applies profiling rules at registration time, while MerusCase flags that inconsistent intake naming reduces tagging accuracy.
Practice groups that require auditability tied to document lifecycle events
NetDocuments provides document-level security tied to matter workspaces plus audit trail coverage for document lifecycle events. MerusCase also includes audit trail support for defensible accountability across document changes.
Mid-size firms that need workflow gating before final categorization
Filevine enforces intake steps through workflow automation so documents only land in final categories after rule checks. Litify attaches templates and rules to each matter stage so routing follows the active workflow.
Firms operating multiple practices with strict cross-matter segregation needs
NetDocuments uses granular document permissions with detailed audit trails to support matter-level segregation. PracticePanther specifically flags that role permissions require governance to prevent cross-matter exposure.
Common failure modes during law firm document management software selection
Selection failures often come from underestimating how much governance work the firm must sustain to keep classification consistent. Several systems can automate intake, but metadata quality still depends on disciplined naming, field population, and template handling across users.
Another failure mode comes from assuming advanced document processing exists without dependency work. Litify signals that deeper processing like OCR and Bates automation depends on external components, and some workflows may require configuration or add-ons to reach the desired automation depth.
Buying for automation without funding metadata governance practices
MerusCase flags that metadata tagging accuracy drops with inconsistent intake naming and fields, which directly reduces classification quality. Rocket Matter and Worldox both depend on disciplined setup to keep metadata tagging consistent as teams update document workflows.
Assuming workflow depth arrives without configuration effort
Filevine requires governance effort to set up metadata, permissions, and forms for workflow automation to enforce intake correctly. NetDocuments warns that advanced workflows often require configuration or external services to operate as expected.
Ignoring cross-matter permission design and role model testing
PracticePanther flags that role permissions require careful governance to prevent cross-matter exposure during day-to-day use. NetDocuments can support granular document permissions and audit trails, but it still requires disciplined setup to keep metadata and governance consistent.
Overestimating built-in processing when OCR or Bates automation depends on add-ons
Litify depends on external components for deeper document processing like OCR and Bates automation. Worldox signals that some workflows require site-specific scripting or add-ons for automation depth.
Choosing a tool that fits matter filing but not the firm’s lifecycle control requirements
MyCase flags that finer-grained document lifecycle controls for retention and legal hold are limited. Rocket Matter flags that advanced retention and disposition controls need careful alignment to firm policies.
How We Selected and Ranked These Tools
We evaluated matter-centric document management capabilities using features coverage and operational fit across NetDocuments, MerusCase, Rocket Matter, Worldox, Smokeball, Filevine, Clio, MyCase, Litify, and PracticePanther. Features accounted for 40% of the score, while ease of use and value accounted for 30% each.
NetDocuments separated from the rest by combining matter-centric file structure with granular document permissions and detailed audit trail coverage for document lifecycle events. The final ranking reflects how strongly each tool supports governed matter filing with automation surfaces that reduce manual routing errors.
Frequently Asked Questions About law firm document management software
How does document profiling change intake accuracy compared with basic folder filing in NetDocuments and Worldox?
Which products handle email-to-matter filing without manual re-linking for an electronic case file?
When does full-text legal search include OCR text for scanned pleadings in Clio, and what does that enable?
What breaks if document version control is not tied to check-in or check-out in Worldox and Filevine?
How do SSO and security controls differ between NetDocuments and Clio for document-level access?
Which tools provide admin controls that support audit visibility on document lifecycle events?
How does data migration usually work when moving from shared drives into matter-centric systems like MerusCase and PracticePanther?
What integration pattern matters most for teams needing email client integration and practice management alignment in Worldox and Clio?
Where does extensibility via API matter for governance automation in NetDocuments and Litify?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
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→