Pricing that scales with your firm.

Replace your CRM, trust accounting software, and form filler with one platform. No hidden fees. Cancel anytime.

Starter

Essential tools for solo practitioners and boutique firms.

$59/user/mo

Core Features

Up to 30 Active Matters
Client Portal (Standard)
Basic CRM & Intake Forms
Standard Form Automation
Email Support
Most Popular

Professional

Full automation suite for growing teams requiring compliance & speed.

$129/user/mo

Everything in Starter, plus:

Unlimited Active Matters
AI Document Parsing
Trust Accounting (Compliant)
Automated VEVO/Visa Checks
Multi-Currency Invoicing
Priority Phone Support

Enterprise

Custom solutions for global networks and large agencies.

Custom

Professional Plus:

Dedicated Success Manager
Custom API Integrations
Single Sign-On (SSO)
Audit Logs & Advanced Security
Data Sovereignty Choice (AU/UK/CA)
SLA Uptime Guarantee

Bank-Grade Security

SOC2 Type II Certified. AES-256 encryption at rest and in transit.

Global Compliance

Built for OMARA (AU), OISC (UK), and CICC (CA) regulatory standards.

Free Concierge Migration

Moving from Migration Manager? We handle the data export and import for free.

Frequently Asked Questions

Still have questions?

Our enterprise sales team is ready to help you build a custom package.