The following summary covers necessary software. The latest version, called SE or Version 2, is a worthwhile upgrade. It not only provides the operating system, but its internet browser and mail software are excellent. Calendars, to-do lists, deadlines, and documents are all controlled through a single interface. People and companies are easy to find, simple to reach on the phone, with a letter, or by email.
Various products are available.
Haven't tried it myself. Visit HotDocs for a free trial, if you can get it to download. Either works from within practice management software or alone. You can also use a combination of each. The internet offers options which are very inexpensive, and some which are very complete.