Tools & Technology

Tools-main

Tools and Technology for Accounting and Law Firms

Smarter systems that save time and support growth.

Technology should save you time—not create more work. We help firms cut through the noise by finding, setting up, and optimizing the right tools. Whether it’s CRM implementation for law firms, CRM consulting for accounting firms, automating new business intake, or training teams on AI, we make technology approachable and practical.

You’ll spend less time on admin, and more time serving clients and growing your firm.

Explore Tools & Technology Solutions

The right technology makes all the difference. Here are the services and tools that can power your work:

CRM

CRM
Research

Identify the best CRM for your firm’s size, goals, and budget without the overwhelm.

Without a clear roadmap, marketing efforts often stall. We design strategic plans that align with your firm’s goals and resources.

  • Needs and vendor assessments
  • Platform recommendations
  • Fit analysis by budget and size

 

Start Planning
Client-Market-insights

Client & Market
Insights

Turn raw data into actionable intelligence that drives real business decisions.

Transform your data.

  • Client trend analysis
  • Market opportunity mapping
  • Data dashboards
Transform Your Team
Action-step

Action Step Recommendations

No guesswork. You'll get clear, practical and prioritized for impact next steps.

No guesswork. You'll get clear, practical and prioritized for impact next steps.

  • Quick wins identified
  • Medium and long term plans
  • ROI-focused prioritization
Transform Your Team
optimization

CRM Implementation & Optimization

Configure, integrate, and train so your CRM actually works for your team.

Configure, integrate, and train so your CRM actually works for your team.

  • Custom setup and integrations
  • Training for adoption success
  • Ongoing optimization

 

Get Started
segmentation

Market
Segmentation

 Focus your resources where they’ll make the biggest impact.

 Focus your resources where they’ll make the biggest impact.

  • Client segmentation by size, industry, or potential
  • Tailored campaign targeting
  • High-value client prioritization

 

See What's Possible
Analytics

Performance
Analytics

Measure ROI to track what truly moves your business forward.

Measure ROI and prove the value of your marketing efforts.

  • KPI dashboards
  • ROI reporting
  • Continuous improvement loops
See What's Possible
Deals

New Business Intake Automations

Reduce admin & errors by automating intake workflows to speed up response times.

Reduce admin and errors by automating intake workflows to speed up response times.

  • Automated intake forms
  • Workflow integrations
  • Error reduction processes

 

Start The Journey
marketing-for-tools

Client Marketing Engagement

Automate touchpoints to stay top-of-mind with clients.

Engage your clients.

  • Email automation and newsletters
  • Client journey mapping
  • Retention programs
Explore Brand Solutions
Why-choose

Why Firms
Choose Protocol

Professional services + proven expertise in tech adoption and training. 

We make systems approachable and usable for lawyers and accountants.

See How It Works

Our Partners in Success

Extended expertise for comprehensive solutions.

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lawmatics
madrone