Plans That Scale
With Your Practice
Choose the plan that fits your firm. Start free, upgrade as you grow, and only pay for what you need.
Starter
For solo practitioners getting started
- Up to 10 clients
- Document checklist management
- Email support
- Client portal access
- Team collaboration
- Custom integrations
Professional
For growing firms that need more power
- Unlimited clients
- AI case assistant with included usage (coming soon)
- Team collaboration (up to 5)
- Email support
- Custom branding
- Advanced analytics (coming soon)
Enterprise
For large organizations with custom needs
- Everything in Professional
- Unlimited team members
- AI case assistant with custom usage (coming soon)
- Discuss onboarding and support needs
- Custom integrations (coming soon)
- Service terms agreed before purchase
- On-premise option (coming soon)
Feature Comparison
See exactly what is included in each plan to find your perfect fit.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Client Records | Up to 10 | Unlimited | Unlimited |
| Team Members | 1 user | Up to 5 | Unlimited |
| AI Case Assistant (Coming Soon) | — | Included usage planned | Custom usage planned |
| Client Portal | |||
| Email Support | |||
| Custom Branding | |||
| Advanced Analytics | Coming soon | Coming soon | Coming soon |
| Custom Integrations | Coming soon | Coming soon | Coming soon |
| Onboarding Arrangements | Self-service | Self-service | Discuss with us |
| Custom Service Terms | By agreement | ||
| On-premise Option | Coming soon |
Pricing Questions
Common questions about billing, plans, and team sizing.
Understand the product before your rollout.
Review the capabilities and plan details currently listed on the site. Features marked coming soon are not part of today’s workflow.
Available workflows
Evaluate the client records, checklists, case updates and portal tools your team can use today.
Plan limits
Compare the published client and team allowances against the size of your practice.
Future capabilities
Treat planned automation separately when deciding whether the current product meets your needs.
Ready to Transform Your Practice?
Start with the free Starter plan or contact our team to find the right plan for your firm.