Plans for every stage

Choose the workflow fit first. We'll confirm current pricing, storage, and team limits during your walkthrough.

Starter

Solo practices getting organized

Matters, contacts, and tasks

Calendar and time tracking

Document storage

Invoices and basic reports

Growing firms that need shared workflows

Everything in Starter

Role-based team access

Client communications

Firm email configuration

Accounts and expanded reporting

Firms needing tailored setup and onboarding

Everything in Team

Custom plan configuration

Platform-managed plan controls

Deployment and migration planning